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American Express
AXP

Overview Fund Activity

1,315 hedge funds and large institutions have $64.5B invested in American Express in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 522 increasing their positions, 484 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,315
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.08%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
1.23%
New
141
Increased
522
Reduced
484
Closed
127
Calls
$754M
Puts
$1.2B
Net Calls
-$449M
Net Calls Change
-$253M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$917M
3
VAM
3
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
2
Capital World Investors
California
$3.75B
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
4
State Street
Massachusetts
$3.24B
5
Bank of America
5
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
226
Hosking & Co
Ireland
$25.5M +$1.35M +17,291 +6%
National Pension Service
227
National Pension Service
South Korea
$25.2M +$3.44M +44,042 +16%
BC
228
BHR Capital
New York
$25M +$25M +320,000 New
RJA
229
Raymond James & Associates
Florida
$24.7M +$1.9M +24,304 +8%
TSU
230
TD Securities (USA)
New York
$24.6M -$1.8M -23,026 -7%
TRSOTSOK
231
Teachers Retirement System of the State of Kentucky
Kentucky
$24.6M -$14M -178,900 -36%
WG
232
Winton Group
United Kingdom
$24.2M -$1.18M -15,116 -5%
Nuveen Asset Management
233
Nuveen Asset Management
Illinois
$24M -$11.4M -145,925 -32%
DCLA
234
Douglas C. Lane & Associates
New York
$24M +$6.27M +80,290 +35%
WBC
235
Westpac Banking Corp
Australia
$23.8M -$4.9M -60,825 -17%
Public Sector Pension Investment Board (PSP Investments)
236
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.8M +$231K +2,952 +1%
PP
237
PDT Partners
New York
$23.1M +$23.1M +295,271 New
Parallax Volatility Advisers
238
Parallax Volatility Advisers
California
$22.9M +$12M +153,328 +109%
QI
239
QV Investors
Alberta, Canada
$22.8M +$22.8M +292,100 New
Comerica Bank
240
Comerica Bank
Texas
$22.8M -$23M -294,904 -50%
M&T Bank
241
M&T Bank
New York
$22.6M -$2.69M -34,475 -11%
Two Sigma Advisers
242
Two Sigma Advisers
New York
$22.4M +$21.3M +272,100 +1,915%
CCMH
243
Cornerstone Capital Management Holdings
New York
$22.3M +$6.03M +77,157 +37%
AG
244
Aperio Group
California
$22.2M -$935K -11,970 -4%
William Blair & Company
245
William Blair & Company
Illinois
$22.2M -$56M -717,493 -72%
TAM
246
Tocqueville Asset Management
New York
$21.6M +$8.74M +111,900 +68%
FQ
247
First Quadrant
California
$21.3M -$7.44M -95,300 -26%
ACM
248
Aquamarine Capital Management
New York
$21.3M – – –
GIBU
249
Gulf International Bank (UK)
United Kingdom
$21.1M +$15.6K +200 +0.1%
TBC
250
Tweedy, Browne Co
Connecticut
$21M -$304K -3,889 -1%
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