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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
$658M
3
Harris Associates
Harris Associates
Illinois
$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.73B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$587M
2
Capital World Investors
Capital World Investors
California
$3.33B
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.73B
4
Wells Fargo
Wells Fargo
California
$301M
5
Viking Global Investors
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1251
Camarda Financial Advisors
Florida
$19K – – –
RA
1252
Rational Advisors
New York
$19K – – –
BRWM
1253
B. Riley Wealth Management
Tennessee
$18K -$47K -609 -72%
TIM
1254
Tortoise Investment Management
New York
$18K – – –
CPA
1255
Cowen Prime Advisors
New York
$18K – – –
Fiera Capital (Canada)
1256
Fiera Capital (Canada)
Quebec, Canada
$17.2K -$727 -9,360 -4%
GXMC
1257
Global X Management Company
New York
$17K +$2.86K +37 +20%
WP
1258
WealthPLAN Partners
Nebraska
$16K -$29.6K -385 -65%
PCC
1259
Park Circle Company
Maryland
$16K – – –
ICOM
1260
Investment Counselors of Maryland
Maryland
$16K – – –
AWM
1261
Avior Wealth Management
Nebraska
$16K – – –
KCM
1262
Karp Capital Management
California
$16K +$79 +1 +0.5%
CFA
1263
CT Financial Advisors
Pennsylvania
$15.5K – – –
HR
1264
Howe & Rusling
New York
$15K – – –
JFA
1265
JNBA Financial Advisors
Minnesota
$14K – – –
FPFS
1266
First Personal Financial Services
North Carolina
$12K -$3.12K -39 -21%
UFA
1267
US Financial Advisors
Massachusetts
$11K +$4.73K +61 +75%
IMS
1268
Index Management Solutions
Pennsylvania
$11K +$7.17K +90 +188%
LWM
1269
LBA Wealth Management
Florida
$10K – – –
AFIA
1270
America First Investment Advisors
Nebraska
$9K – – –
APSP
1271
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K +$9K +114 New
MA
1272
MCF Advisors
Kentucky
$8K -$3.45K -44 -30%
LWA
1273
Lenox Wealth Advisors
New York
$7K – – –
MUS
1274
Mitsubishi UFJ Securities
Japan
$7K +$7K +90 New
AC
1275
Alexandria Capital
Virginia
$5K -$7.31K -98 -59%
49 50
51
52 53