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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 %
FFA
251
First Foundation Advisors
California
$20.7M +$4.2M +53,817 +25%
EWM
252
Evercore Wealth Management
New York
$20.6M -$6.81M -87,162 -25%
CI
253
Cooper Investors
Australia
$20.4M +$2.28M +29,165 +13%
MIM
254
Martin Investment Management
Florida
$20.1M +$4.6M +58,859 +30%
KeyBank National Association
255
KeyBank National Association
Ohio
$20.1M +$3.07M +39,302 +18%
JAM
256
Jupiter Asset Management
United Kingdom
$20M -$8.66M -110,843 -30%
HNB
257
Huntington National Bank
Ohio
$19.5M -$1.2M -15,312 -6%
HIMC
258
Heritage Investors Management Corp
Maryland
$19.5M +$1.21M +15,438 +7%
MA
259
MUFG Americas
New York
$19.4M -$1.62M -20,677 -8%
TG
260
TCW Group
California
$19.3M -$156K -2,000 -0.8%
GAI
261
General American Investors
New York
$19.1M – – –
KCP
262
KDI Capital Partners
North Carolina
$19.1M +$19.1M +244,438 New
CNB
263
City National Bank
California
$19M -$75.8M -970,561 -80%
PNC
264
Park National Corp
Ohio
$18.9M +$235K +3,002 +1%
BPC
265
Banque Pictet & Cie
Switzerland
$18.9M +$3.1M +39,682 +20%
AR
266
Advisory Research
Illinois
$18.5M +$955K +12,228 +5%
Fiera Capital (Canada)
267
Fiera Capital (Canada)
Quebec, Canada
$18M -$2.89M -36,953 -14%
IRF
268
IBM Retirement Fund
New York
$17.8M -$43.1K -552 -0.2%
Envestnet Asset Management
269
Envestnet Asset Management
Illinois
$17.4M +$16.3M +208,376 +1,428%
VDI
270
Vaughan David Investments
Illinois
$17.3M +$1.03M +13,190 +6%
HIMCH
271
Hartford Investment Management Co (HIMCO)
Connecticut
$17.2M -$645K -8,259 -4%
HPC
272
HM Payson & Co
Maine
$16.9M +$3.07M +39,348 +22%
Arrowstreet Capital
273
Arrowstreet Capital
Massachusetts
$16.8M +$16.8M +215,100 New
FAF
274
Fjarde Ap-fonden
Sweden
$16.6M -$1.2M -15,335 -7%
EIM
275
ExxonMobil Investment Management
Texas
$16.5M +$77.9K +997 +0.5%
9 10
11
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