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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 %
UCFA
301
United Capital Financial Advisors
Texas
$11.9M +$4.21M +54,352 +55%
PI
302
Putnam Investments
Massachusetts
$11.8M -$55.3M -708,442 -82%
SBWIC
303
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.8M +$409K +5,229 +4%
Asset Management One
304
Asset Management One
Japan
$11.7M -$764K -9,788 -6%
FBA
305
Front Barnett Associates
Illinois
$11.4M -$8.59K -110 -0.1%
WT
306
Whittier Trust
California
$11.3M +$76.9K +984 +0.7%
Commonwealth Equity Services
307
Commonwealth Equity Services
Massachusetts
$11.2M +$1.63M +20,803 +17%
QI
308
QS Investors
New York
$11.2M -$5.02M -64,191 -31%
OC
309
Oppenheimer & Co
New York
$11M -$40.2K -515 -0.4%
RMA
310
Roffman Miller Associates
Pennsylvania
$11M +$515K +6,588 +5%
OPERF
311
Oregon Public Employees Retirement Fund
Oregon
$11M +$78.1K +1,000 +0.7%
DJSG
312
D.J. St. Germain
Massachusetts
$10.9M +$308K +3,940 +3%
DILH
313
Dai-ichi Life Holdings
Japan
$10.8M -$377K -4,829 -3%
TAM
314
Taurus Asset Management
New York
$10.8M +$6.42M +82,120 +147%
HCMNY
315
Howard Capital Management (New York)
New York
$10.6M +$350K +4,475 +3%
GGI
316
Godsey & Gibb Inc
Virginia
$10.6M +$779K +9,966 +8%
ANI
317
American National Insurance
Texas
$10.5M – – –
HFS
318
Haverford Financial Services
Pennsylvania
$10.4M +$1.69M +21,597 +19%
RGI
319
River Global Investors
United Kingdom
$10.3M -$5.28M -67,546 -34%
B
320
BP
United Kingdom
$10.2M -$937K -12,000 -8%
AF
321
Ally Financial
Michigan
$10.2M +$3.12M +40,000 +44%
SW
322
SVB Wealth
Massachusetts
$10.1M -$127K -1,627 -1%
GRQ
323
Gardner Russo & Quinn
Pennsylvania
$10M -$391 -5 -0%
PA
324
Pinnacle Associates
New York
$9.9M +$1.31M +16,829 +15%
BFM
325
Boston Financial Management
Massachusetts
$9.86M +$362K +4,630 +4%
11 12
13
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