AXP icon

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 %
Dodge & Cox
276
Dodge & Cox
California
$15.8M -$701K -8,977 -4%
ABTD
277
Arvest Bank Trust Division
Oklahoma
$15.5M +$210K +2,686 +1%
Natixis Advisors
278
Natixis Advisors
Massachusetts
$15.5M -$3.68M -47,069 -19%
Los Angeles Capital Management
279
Los Angeles Capital Management
California
$15.4M -$23.9M -305,616 -61%
Zurich Cantonal Bank
280
Zurich Cantonal Bank
Switzerland
$15.3M +$7.77M +99,507 +103%
MAA
281
Matrix Asset Advisors
New York
$14.8M +$1.58M +20,226 +12%
LPL Financial
282
LPL Financial
California
$14.8M +$3.12M +39,553 +27%
ZIC
283
ZWJ Investment Counsel
Georgia
$14.8M +$7.44M +95,228 +101%
AQR Capital Management
284
AQR Capital Management
Connecticut
$14.3M -$24.7M -316,228 -63%
CC
285
Curian Capital
Colorado
$14.1M -$148K -1,893 -1%
SCM
286
Symons Capital Management
Pennsylvania
$14M +$14M +179,473 New
CCP
287
Clarkston Capital Partners
Michigan
$13.9M +$10.2M +130,609 +279%
TCA
288
Taconic Capital Advisors
New York
$13.7M +$13.7M +175,000 New
NAM
289
North American Management
Massachusetts
$13.3M -$74.1K -948 -0.6%
IAM
290
Impax Asset Management
New Hampshire
$13.3M -$12.5M -160,019 -48%
PG
291
PEAK6 Group
Illinois
$13.3M +$13.3M +170,296 New
SB
292
Suntrust Banks
Georgia
$13.2M -$178K -2,275 -1%
VFAM
293
Valley Forge Asset Management
Pennsylvania
$13.2M +$1.06M +13,529 +9%
HighTower Advisors
294
HighTower Advisors
Illinois
$12.9M +$564K +7,216 +5%
HI
295
HBK Investments
Texas
$12.7M +$12.7M +163,200 New
URS
296
Utah Retirement Systems
Utah
$12.7M +$398K +5,100 +3%
IAM
297
Integre Asset Management
New York
$12.3M +$10M +128,489 +436%
Mackenzie Financial
298
Mackenzie Financial
Ontario, Canada
$12.2M -$1.27M -16,300 -9%
BSA
299
Braun Stacey Associates
New York
$12.1M -$581K -7,435 -5%
EB
300
Eastern Bank
Massachusetts
$12M -$742K -9,493 -6%
10 11
12
13 14