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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 %
S
1151
SignatureFD
Georgia
$209K -$21K -271 -9%
CD
1152
Carl Domino
Florida
$209K +$5.68K +73 +3%
MIC
1153
MU Investments Company
Japan
$208K -$148K -1,900 -42%
BOTW
1154
Bank of the West
California
$208K -$16.3K -209 -7%
SAMC
1155
Shinko Asset Management Company
Japan
$207K -$17.5K -226 -8%
SFI
1156
SPC Financial Inc
Maryland
$207K – – –
FA
1157
Fagan Associates
New York
$206K – – –
HW
1158
Hancock Whitney
Mississippi
$204K – – –
AP
1159
Appleton Partners
Massachusetts
$202K -$11.7K -150 -5%
EP
1160
Elkhorn Partners
Nebraska
$202K – – –
VIA
1161
Vantage Investment Advisors
Pennsylvania
$189K -$197K -2,530 -51%
BL
1162
Balentine LLC
Georgia
$188K +$9.34K +120 +5%
AW
1163
Alpha Windward
Massachusetts
$180K -$699 -9 -0.4%
EWM
1164
Endurance Wealth Management
Rhode Island
$171K +$171K +2,200 New
LNB
1165
Ledyard National Bank
$170K – – –
CGT
1166
Capital Guardian Trust
California
$168K -$57K -732 -25%
BBPWM
1167
Blue Bell Private Wealth Management
Pennsylvania
$159K – – –
PMFA
1168
Plante Moran Financial Advisors
Michigan
$159K +$35.3K +454 +28%
HP
1169
Hikari Power
Japan
$155K – – –
CCS
1170
Crosspoint Capital Strategies
California
$140K +$124K +1,600 +800%
FNYS
1171
First New York Securities
New York
$140K +$85.5K +1,100 +157%
LWM
1172
Lenox Wealth Management
Ohio
$138K -$1.63K -21 -1%
AIM
1173
Advantage Investment Management
Iowa
$133K -$2.34K -30 -2%
RI
1174
Redwood Investments
Massachusetts
$132K – – –
BAM
1175
Brave Asset Management
New Jersey
$124K – – –
45 46
47
48 49