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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 %
WC
1026
Wexford Capital
Florida
$359K +$359K +4,620 New
AIM
1027
Aspen Investment Management
Michigan
$358K -$89.4K -1,151 -20%
TIA
1028
Tiemann Investment Advisors
California
$357K -$24.6K -316 -6%
BST
1029
Bath Savings Trust
Maine
$356K – – –
CLOS
1030
Compagnie Lombard Odier SCmA
Switzerland
$353K -$256K -3,300 -42%
PIM
1031
Profit Investment Management
Maryland
$352K – – –
PSI
1032
Pinnacle Summer Investments
Virginia
$352K +$331K +4,256 +1,553%
LCM
1033
Liberty Capital Management
Michigan
$350K – – –
TL
1034
Tirschwell & Loewy
New York
$346K – – –
LBG
1035
Lloyds Banking Group
United Kingdom
$345K -$751K -9,674 -69%
TWA
1036
TCI Wealth Advisors
Arizona
$345K – – –
TDC
1037
Thompson Davis & Co
Virginia
$342K +$71.2K +917 +26%
GAM
1038
Gotham Asset Management
New York
$342K +$121K +1,554 +55%
GSBTD
1039
Glenview State Bank Trust Department
Illinois
$340K – – –
GT
1040
Greenleaf Trust
Michigan
$339K +$101K +1,307 +43%
HHMI
1041
Howard Hughes Medical Institute
Maryland
$338K +$338K +4,352 New
TTWM
1042
TCV Trust & Wealth Management
Virginia
$337K -$1.24K -16 -0.4%
CFA
1043
Carroll Financial Associates
North Carolina
$337K +$109K +1,406 +48%
CYG
1044
Clean Yield Group
Vermont
$335K – – –
WC
1045
Whitnell & Co
Illinois
$334K -$7.78K -100 -2%
PHAM
1046
Palisades Hudson Asset Management
Florida
$333K – – –
UR
1047
USCA RIA
Texas
$333K +$40K +514 +14%
WCM
1048
Windsor Capital Management
Arizona
$331K +$331K +4,261 New
LA
1049
LVW Advisors
New York
$329K +$13K +167 +4%
WA
1050
Wheatland Advisors
Pennsylvania
$319K – – –
40 41
42
43 44