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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
1
ValueAct Holdings
California
$863M
2
Ameriprise
2
Ameriprise
Minnesota
$658M
3
Harris Associates
3
Harris Associates
Illinois
$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.73B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$587M
2
Capital World Investors
2
Capital World Investors
California
$3.33B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.73B
4
Wells Fargo
4
Wells Fargo
California
$301M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFSG
1276
Community Financial Services Group
Vermont
$5K – – –
OSAM
1277
O'Shaughnessy Asset Management
Connecticut
$5K +$4K +52 +400%
AssetMark Inc
1278
AssetMark Inc
California
$4K +$4K +55 New
NC
1279
NewSquare Capital
Pennsylvania
$4K +$4K +55 New
UB
1280
UMB Bank
Missouri
$3.86K -$838 -10,785 -18%
HCM
1281
Horrell Capital Management
Arkansas
$3K – – –
RCG
1282
Ruggie Capital Group
Florida
$3K +$3K +35 New
AT
1283
Arden Trust
Delaware
$2.9K -$100 -1,288 -3%
BWFA
1284
Baltimore-Washington Financial Advisors
Maryland
$2K -$13.3K -200 -87%
VNA
1285
Valley National Advisers
Pennsylvania
$2K – – –
LWA
1286
Lowe Wealth Advisors
Maryland
$2K +$2K +20 New
PRS
1287
Pinkerton Retirement Specialists
Idaho
$2K +$2K +22 New
RWM
1288
Rezny Wealth Management
Florida
$2K +$2K +31 New
BCMIO
1289
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
SA
1290
SRH Advisors
Kansas
$1K – – –
MSFP
1291
Mark Sheptoff Financial Planning
Connecticut
$1K +$1K +9 New
FHC
1292
First Heartland Consultants
Missouri
$456 +$16 +200 +4%
Viking Global Investors
1293
Viking Global Investors
Connecticut
– -$232M -2,973,038 Closed
LPU
1294
Lansdowne Partners (UK)
United Kingdom
– -$205M -2,627,269 Closed
Two Sigma Investments
1295
Two Sigma Investments
New York
– -$158M -2,018,573 Closed
MC
1296
Montag & Caldwell
Georgia
– -$100M -1,285,058 Closed
Renaissance Technologies
1297
Renaissance Technologies
New York
– -$92.7M -1,186,600 Closed
TP
1298
Theleme Partners
United Kingdom
– -$79.8M -1,021,014 Closed
GE
1299
General Electric
Ohio
– -$74.7M -956,675 Closed
TCSAM
1300
Tyrus Capital S.A.M.
Monaco
– -$46.1M -590,000 Closed
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