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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 %
SSG
1051
Summit Securities Group
New York
$319K +$288K +3,700 +925%
SNT
1052
Security National Trust
West Virginia
$316K – – –
SPC
1053
Stewart & Patten Company
California
$315K -$3.89K -50 -1%
VFA
1054
Voya Financial Advisors
Connecticut
$314K +$101K +1,295 +47%
DI
1055
Diligent Investors
California
$313K – – –
HIC
1056
Harvey Investment Company
Kentucky
$310K -$64.8K -833 -17%
WA
1057
Wealth Architects
California
$309K +$309K +3,972 New
EVM
1058
Evelyn V. Moreno
$308K +$35.8K +460 +13%
PTB
1059
Pioneer Trust Bank
Oregon
$307K +$13.2K +170 +4%
ZAM
1060
Zevin Asset Management
Massachusetts
$306K -$21K -271 -6%
CG
1061
Caprock Group
Idaho
$306K +$36.5K +469 +14%
SGH
1062
Schonfeld Group Holdings
New York
$306K +$46.9K +604 +18%
HAIM
1063
Hunter Associates Investment Management
Pennsylvania
$305K – – –
MCWS
1064
McKinley Carter Wealth Services
West Virginia
$304K -$2.57K -33 -0.8%
SBH
1065
Segall Bryant & Hamill
Illinois
$303K -$42.1K -542 -12%
PHS
1066
Pekin Hardy Strauss
Illinois
$302K +$78 +1 +0%
MCM
1067
MAI Capital Management
Ohio
$300K +$38.8K +500 +15%
I
1068
IberiaBank
Louisiana
$300K +$41.1K +528 +16%
PWW
1069
Pettyjohn Wood & White
Virginia
$299K -$72.2K -930 -19%
TBA
1070
Train Babcock Advisors
New York
$299K -$31.1K -400 -9%
GLI
1071
Guardian Life Insurance
New York
$298K – – –
WMC
1072
Westwood Management Corporation
Illinois
$295K – – –
IAS
1073
IMA Advisory Services
Colorado
$295K – – –
VDBMI
1074
Van Den Berg Management I
Texas
$293K – – –
CBN
1075
Cadence Bank NA
Texas
$292K -$12.9K -166 -4%
41 42
43
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