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American Express
AXP

Overview Fund Activity

1,291 hedge funds and large institutions have $63.3B invested in American Express in 2015 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 512 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,291
Holders Change
-24
Holders Change %
-1.83%
% of All Funds
34.82%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
1.16%
New
92
Increased
473
Reduced
512
Closed
101
Calls
$790M
Puts
$1.26B
Net Calls
-$470M
Net Calls Change
-$20.9M

Top Buyers

1
VH
ValueAct Holdings
California
+$863M
2
Ameriprise
Ameriprise
Minnesota
+$251M
3
Harris Associates
Harris Associates
Illinois
+$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$226M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$211M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$794M
2
Capital World Investors
Capital World Investors
California
-$401M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$326M
4
Wells Fargo
Wells Fargo
California
-$293M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
976
Aspiriant LLC
California
$443K -$1.17K -15 -0.3%
QCI
977
Quaker Capital Investments
Pennsylvania
$443K – – –
FHA
978
First Horizon Advisors
Tennessee
$443K +$17.4K +224 +4%
MPM
979
Meritage Portfolio Management
Kansas
$440K – – –
EIM
980
Emerson Investment Management
Massachusetts
$434K -$6.76K -87 -2%
FCCM
981
First City Capital Management
Georgia
$433K +$1.94K +25 +0.5%
CA
982
Cetera Advisors
Colorado
$426K +$30.7K +397 +8%
FIG
983
Fusion Investment Group
Pennsylvania
$425K +$425K +5,474 New
HB
984
Homrich & Berg
Georgia
$423K +$55.7K +717 +15%
MGIA
985
Moneta Group Investment Advisors
Missouri
$420K -$350K -4,500 -45%
RIG
986
Roosevelt Investment Group
New York
$416K +$42.9K +552 +12%
WEC
987
Winslow Evans & Crocker
Massachusetts
$415K +$87.7K +1,128 +27%
FFC
988
First Financial Corp
Indiana
$415K – – –
PIM
989
Progressive Investment Management
Oregon
$414K -$69K -887 -14%
EIM
990
Essex Investment Management
Massachusetts
$414K – – –
CAM
991
Congress Asset Management
Massachusetts
$413K -$141K -1,810 -25%
MCM
992
Manchester Capital Management
Vermont
$412K -$107K -1,376 -21%
NL
993
NWAM LLC
Washington
$412K +$66K +801 +19%
WB
994
Webster Bank
Connecticut
$409K – – –
SC
995
Schulhoff & Co
Ohio
$408K +$38.9K +500 +11%
LJAC
996
L.J. Altfest & Co
New York
$407K +$37K +476 +10%
TH
997
TCTC Holdings
Texas
$406K – – –
CCMG
998
Clark Capital Management Group
Pennsylvania
$406K +$121K +1,562 +43%
Wellington Management Group
999
Wellington Management Group
Massachusetts
$404K -$75.3M -967,711 -99%
LJHT
1000
Laurie J. Hall Trustee
$403K +$50.5K +650 +14%
38 39
40
41 42