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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 %
BCM
1101
Brookstone Capital Management
Illinois
$256K -$22.2K -285 -8%
MAA
1102
Mraz Amerine & Associates
California
$255K – – –
HVIA
1103
Hudson Valley Investment Advisors
New York
$254K -$58.3K -750 -19%
MWM
1104
Mission Wealth Management
California
$254K +$254K +3,246 New
BDF
1105
Balasa Dinverno & Foltz
$252K -$57.1K -735 -18%
KA
1106
Kovack Advisors
Florida
$251K +$251K +3,234 New
AWP
1107
Ascent Wealth Partners
New York
$250K -$2.05M -26,470 -89%
BHTS
1108
Bar Harbor Trust Services
Maine
$249K -$9.72K -125 -4%
MC
1109
Maverick Capital
Texas
$249K – – –
W
1110
Wealthquest
Ohio
$248K – – –
BOS
1111
Bingham Osborn & Scarborough
California
$248K +$1.63K +21 +0.7%
AI
1112
Accredited Investors
Minnesota
$245K -$623 -8 -0.3%
DT
1113
Diversified Trust
Tennessee
$244K – – –
ACA
1114
Anchor Capital Advisors
Massachusetts
$242K -$3.03K -39 -1%
FANJ
1115
Financial Architects (New Jersey)
New Jersey
$242K +$9.93K +128 +4%
SCM
1116
Stevens Capital Management
Pennsylvania
$241K -$1.47M -18,947 -86%
MJRIC
1117
Mogy Joel R Investment Counsel
California
$241K -$206K -2,650 -46%
RIL
1118
Rothschild Investment LLC
Illinois
$238K -$110K -1,414 -32%
PP
1119
Palladium Partners
Virginia
$238K -$1.17K -15 -0.5%
RT
1120
Rockland Trust
Massachusetts
$238K +$15.2K +195 +7%
ZCA
1121
Zeke Capital Advisors
Pennsylvania
$235K -$166K -2,126 -41%
KTC
1122
Kistler-Tiffany Companies
Pennsylvania
$234K +$13.4K +173 +6%
NPA
1123
Nichols & Pratt Advisers
Massachusetts
$233K -$835K -10,750 -78%
VCM
1124
Violich Capital Management
California
$233K – – –
MIP
1125
Marietta Investment Partners
Wisconsin
$233K – – –
43 44
45
46 47