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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 %
Marshall Wace
1001
Marshall Wace
United Kingdom
$403K +$403K +5,188 New
CM
1002
Castleark Management
Illinois
$402K -$295K -3,795 -42%
MBT
1003
Montecito Bank & Trust
California
$400K – – –
ATC
1004
Adirondack Trust Company
New York
$400K +$15.8K +203 +4%
SAM
1005
SignalPoint Asset Management
Missouri
$398K – – –
LW
1006
Linscomb Wealth
Texas
$394K – – –
DSC
1007
Duncker Streett & Co
Missouri
$392K +$11.7K +150 +3%
TCB
1008
Texas Capital Bancshares
Texas
$390K -$4.66K -60 -1%
BJL
1009
Brighton Jones LLC
Washington
$389K -$14.2K -183 -4%
BHC
1010
Bowen Hanes & Co
Florida
$389K – – –
BCM
1011
Boltwood Capital Management
California
$387K -$1.72M -22,141 -82%
IC
1012
Inverness Counsel
New York
$386K -$126K -1,625 -25%
MRCM
1013
M&R Capital Management
New Jersey
$384K -$116K -1,497 -23%
SMC
1014
Smith, Moore & Co
Missouri
$384K +$5.91K +76 +2%
HCC
1015
Hirtle Callaghan & Co
Pennsylvania
$381K +$381K +4,897 New
W
1016
Wealthfront
California
$379K +$185K +2,385 +96%
SFU
1017
Stonehage Fleming (UK)
United Kingdom
$376K – – –
BA
1018
Boston Advisors
Massachusetts
$374K +$10.6K +137 +3%
FPCM
1019
Financial Partners Capital Management
New York
$370K – – –
KT
1020
Kanaly Trust
Texas
$368K -$271K -3,492 -42%
ATC
1021
Argent Trust Co
Tennessee
$367K -$139K -1,791 -27%
DSI
1022
Daiwa SB Investments
Japan
$366K -$1.22M -15,737 -77%
BC
1023
Burney Company
Virginia
$365K -$647K -8,332 -64%
BP
1024
Ballentine Partners
Massachusetts
$364K -$1.4K -18 -0.4%
Manulife (Manufacturers Life Insurance)
1025
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$364K +$92.5K +1,189,676 +34%
39 40
41
42 43