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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 %
BPCE
1351
Bank Pictet & Cie (Europe)
Germany
– -$709K -9,080 Closed
KJHP
1352
K.J. Harrison & Partners
Ontario, Canada
– -$695K -8,900 Closed
OAMG
1353
Odey Asset Management Group
United Kingdom
– -$562K -7,200 Closed
AIA
1354
Avalon Investment & Advisory
Texas
– -$557K -7,133 Closed
BRWA
1355
B. Riley Wealth Advisors
Florida
– -$551K -7,056 Closed
PRCM
1356
Pine River Capital Management
Minnesota
– -$500K -6,400 Closed
SA
1357
Strategic Advisors
New York
– -$596K -6,283 Closed
PWMAG
1358
Pinnacle Wealth Management Advisory Group
New Jersey
– -$484K -6,200 Closed
ACM
1359
Argonaut Capital Management
New York
– -$469K -6,000 Closed
Squarepoint
1360
Squarepoint
New York
– -$462K -5,920 Closed
AIC
1361
Atlantic Investment Company
Georgia
– -$432K -5,535 Closed
BIM
1362
Baldwin Investment Management
Pennsylvania
– -$417K -5,340 Closed
OCG
1363
Opus Capital Group
Ohio
– -$387K -4,951 Closed
RGNCM
1364
R.G. Niederhoffer Capital Management
New York
– -$352K -4,500 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1365
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$344K -4,400 Closed
VAM
1366
Visium Asset Management
New York
– -$334K -4,278 Closed
EA
1367
Emerald Advisers
Pennsylvania
– -$330K -4,254 Closed
DTL
1368
Dynamic Technology Lab
Singapore
– -$317K -4,053 Closed
FFSOTS
1369
Fiduciary Financial Services of The Southwest
Texas
– -$304K -3,889 Closed
QC
1370
QCM Cayman
Texas
– -$290K -3,714 Closed
BPCA
1371
Bank Pictet & Cie (Asia)
Singapore
– -$272K -3,480 Closed
PAG
1372
Pinnacle Advisory Group
Maryland
– -$261K -3,343 Closed
GW
1373
GW & Wade
Massachusetts
– -$259K -3,316 Closed
RDM
1374
Retirement Design & Management
Connecticut
– -$257K -3,278 Closed
HCM
1375
Hollencrest Capital Management
California
– -$255K -3,272 Closed
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