AXP icon

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 %
MMA
1126
Miracle Mile Advisors
California
$233K +$233K +2,997 New
AB
1127
AT Bancorp
Iowa
$231K -$1.71K -22 -0.7%
CCG
1128
Chatham Capital Group
Georgia
$229K -$35.4K -455 -13%
MAM
1129
Marquette Asset Management
Minnesota
$228K – – –
ZF
1130
Zhang Financial
Michigan
$228K – – –
EM
1131
Excalibur Management
Massachusetts
$227K +$227K +2,925 New
FIM
1132
Frontier Investment Management
Texas
$226K -$107K -1,383 -32%
CWP
1133
Capital Wealth Planning
Florida
$226K – – –
GKIM
1134
GW&K Investment Management
Massachusetts
$226K +$7.23K +93 +3%
SIC
1135
Salem Investment Counselors
North Carolina
$225K – – –
TSWM
1136
Triangle Securities Wealth Management
North Carolina
$224K – – –
MAM
1137
Martingale Asset Management
Massachusetts
$220K -$1.31M -16,799 -86%
HDIM
1138
Hanson & Doremus Investment Management
Vermont
$220K – – –
GWM
1139
Gupta Wealth Management
California
$219K -$10.3K -132 -4%
WG
1140
Welch Group
Alabama
$219K +$7.76K +100 +4%
PTC
1141
Philadelphia Trust Company
Pennsylvania
$217K -$219K -17,036 -50%
AIM
1142
Assured Investment Management
New York
$216K -$109K -1,406 -34%
CHAM
1143
Clear Harbor Asset Management
Connecticut
$215K +$215K +2,763 New
MCM
1144
Maryland Capital Management
Maryland
$215K +$215K +2,766 New
OA
1145
Oxbow Advisors
Texas
$213K – – –
CA
1146
Capital Advantage
California
$212K – – –
BWA
1147
Burt Wealth Advisors
Maryland
$211K – – –
SAM
1148
Security Asset Management
New York
$210K – – –
MMG
1149
Monetary Management Group
Missouri
$210K +$46.7K +600 +29%
CC
1150
Cannell & Co
New York
$210K +$210K +2,700 New
44 45
46
47 48