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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 %
AWS
1176
Aris Wealth Services
Pennsylvania
$121K +$25K +323 +26%
CWM
1177
Catamount Wealth Management
Connecticut
$120K -$15.4K -198 -11%
MWP
1178
MYCIO Wealth Partners
Pennsylvania
$118K +$3.2K +41 +3%
BCM
1179
Blume Capital Management
California
$117K -$86.8K -1,113 -43%
VIM
1180
Veritas Investment Management
United Kingdom
$117K +$74.3K +2,612 +174%
CHC
1181
City Holding Co
West Virginia
$115K – – –
NYLT
1182
New York Life Trust
New York
$112K +$18.4K +238 +20%
CAL
1183
Capital Analysts LLC
Pennsylvania
$104K -$27.7K -356 -21%
M
1184
MOTCO
Texas
$103K +$776 +10 +0.8%
DAM
1185
Delta Asset Management
Tennessee
$95K – – –
HCM
1186
Highlander Capital Management
New Jersey
$93K – – –
CA
1187
CapWealth Advisors
Tennessee
$93K – – –
GAM
1188
Gemmer Asset Management
California
$92K -$1.08K -14 -1%
MCM
1189
MV Capital Management
Maryland
$91K -$2.64K -34 -3%
CG
1190
Colony Group
Massachusetts
$90K +$88.5K +1,140 +6,000%
TWMP
1191
Taylor Wealth Management Partners
Massachusetts
$89K – – –
FWM
1192
Focused Wealth Management
New York
$88K -$62.9K -808 -42%
SI
1193
Sentry Investments
Ontario, Canada
$86.4K +$54.2K +697,300 +168%
WA
1194
WFG Advisors
Texas
$83K -$125K -1,595 -60%
EFSCE
1195
Enterprise Financial Services Corp (EFSC)
Missouri
$83K -$10.6K -137 -11%
SAM
1196
Shamrock Asset Management
Texas
$83K – – –
HCP
1197
Holt Capital Partners
Texas
$82K – – –
KLWA
1198
Kelly Lawrence W & Associates
California
$78K – – –
GWS
1199
Glassman Wealth Services
Virginia
$77K – – –
TCCM
1200
Timber Creek Capital Management
Massachusetts
$75K – – –
46 47
48
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