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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 %
OCM
126
Osterweis Capital Management
California
$64.2M +$541K +6,955 +0.8%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$64M +$6.05M +77,801 +10%
CIC
128
Crawford Investment Counsel
Georgia
$60.4M -$4.08M -52,503 -6%
Nordea Investment Management
129
Nordea Investment Management
Sweden
$59.8M -$1.38M -17,755 -2%
GIA
130
Gateway Investment Advisers
Ohio
$59.6M -$250K -3,223 -0.4%
US Bancorp
131
US Bancorp
Minnesota
$59.6M -$803K -10,330 -1%
Barclays
132
Barclays
United Kingdom
$59M -$31.6M -410,419 -35%
State of Wisconsin Investment Board
133
State of Wisconsin Investment Board
Wisconsin
$58.6M +$6.24M +80,330 +12%
CCM
134
Causeway Capital Management
California
$57.9M +$57.9M +638,037 New
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$57.5M -$2.5M -32,121 -4%
GT
136
Glenmede Trust
Pennsylvania
$57.4M +$1.36M +17,478 +2%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$54.4M +$462K +5,945 +0.9%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$54M -$28.2M -362,682 -34%
WG
139
Winton Group
United Kingdom
$52.7M +$28.6M +367,879 +119%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$52.4M -$8.07M -103,779 -13%
WM
141
WS Management
Florida
$51.5M +$676K +8,700 +1%
NM
142
Naya Management
United Kingdom
$51.4M +$51.4M +661,950 New
Victory Capital Management
143
Victory Capital Management
Texas
$51.2M -$8.4M -108,057 -14%
KFC
144
Klingenstein Fields & Co
New York
$51.1M +$1.7M +21,826 +3%
NAM
145
NorthCoast Asset Management
Connecticut
$50.5M -$2.75M -35,428 -5%
DAM
146
Davis Asset Management
California
$49.8M +$2.02M +26,000 +4%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.3M -$2.62M -33,672 -5%
FMI
148
Factory Mutual Insurance
Massachusetts
$48.2M +$11.6M +149,000 +32%
AAMU
149
AEGON Asset Management (UK)
United Kingdom
$48M -$1.84M -23,694 -4%
BMO
150
Beck Mack & Oliver
New York
$48M +$12.1M +156,103 +34%
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6
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