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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 %
FMLI
1076
Fukoku Mutual Life Insurance
Japan
$288K -$23.4K -300 -8%
HIM
1077
Hermes Investment Management
United Kingdom
$288K +$288K +3,700 New
WPC
1078
Waters Parkerson & Co
Louisiana
$286K -$97.2K -1,250 -25%
MBTD
1079
Mechanics Bank - Trust Department
California
$286K -$95.9K -1,235 -25%
BCMO
1080
Buckingham Capital Management (Ohio)
Ohio
$286K -$10.2K -130 -3%
GIM
1081
Greylin Investment Management
Virginia
$286K – – –
MCC
1082
Mid Continent Capital
Illinois
$284K – – –
CA
1083
Cambridge Advisors
Nebraska
$284K – – –
ST
1084
Spinnaker Trust
Maine
$284K +$19.7K +253 +7%
WSTAM
1085
Wilbanks Smith & Thomas Asset Management
Virginia
$283K -$118K -1,515 -29%
BO
1086
Bank OZK
Arkansas
$283K -$69.9K -900 -20%
PP
1087
Pegasus Partners
Wisconsin
$280K +$280K +3,600 New
CL
1088
CPWM LLC
Washington
$278K +$278K +3,573 New
FNBOH
1089
First National Bank of Hutchinson
Kansas
$277K – – –
GHAM
1090
Gilman Hill Asset Management
Connecticut
$276K – – –
GCIA
1091
Gabelli & Co Investment Advisers
New York
$272K – – –
BHIA
1092
Birch Hill Investment Advisors
Massachusetts
$270K – – –
DAM
1093
Doheny Asset Management
California
$268K +$268K +3,447 New
NCM
1094
Neumann Capital Management
California
$264K – – –
BFA
1095
Benedict Financial Advisors
Georgia
$263K -$17K -221 -6%
EAM
1096
Evanson Asset Management
California
$263K – – –
PCM
1097
Parsons Capital Management
Rhode Island
$260K -$43.1K -555 -14%
Koshinski Asset Management
1098
Koshinski Asset Management
Illinois
$258K +$1.17K +15 +0.5%
SFG
1099
SNS Financial Group
Minnesota
$257K – – –
FNBTCON
1100
First National Bank & Trust Co of Newtown
Pennsylvania
$256K -$65.9K -850 -20%
42 43
44
45 46