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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 %
WAM
351
World Asset Management
Michigan
$8.16M -$156K -1,998 -2%
CC
352
Colrain Capital
Massachusetts
$8.15M -$148K -1,895 -2%
RCM
353
Riverhead Capital Management
Delaware
$8.11M +$211K +2,698 +3%
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$8.07M -$445K -5,700 -5%
MPI
355
Mairs & Power Inc
Minnesota
$7.92M +$691K +8,840 +10%
COPPSERS
356
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.86M -$4.83M -61,808 -38%
V
357
ValueWorks
New York
$7.85M -$170K -2,170 -2%
TCM
358
Tegean Capital Management
New York
$7.81M +$7.81M +100,000 New
JEW
359
Jamison Eaton & Wood
New Jersey
$7.68M +$321K +4,115 +4%
BPBT
360
Boston Private Bank & Trust
Massachusetts
$7.59M +$57.7K +738 +0.8%
RAM
361
RK Asset Management
Michigan
$7.59M +$166K +2,126 +2%
WAM
362
Winslow Asset Management
Ohio
$7.58M +$35.3K +452 +0.5%
NCM
363
Noesis Capital Mangement
Florida
$7.55M +$211K +2,698 +3%
Janney Montgomery Scott
364
Janney Montgomery Scott
Pennsylvania
$7.54M -$601K -7,699 -7%
MOACM
365
Mutual of America Capital Management
New York
$7.5M -$7.34K -94 -0.1%
CIBC Asset Management
366
CIBC Asset Management
Ontario, Canada
$7.46M -$308K -3,942 -4%
BOK
367
Bank of Kentucky
Kentucky
$7.33M -$335K -4,282 -4%
SIM
368
Sentry Investment Management
Wisconsin
$7.28M +$973K +12,454 +15%
BOIA
369
Bush ODonnell Investment Advisors
Missouri
$7.2M -$798K -10,219 -10%
CCM
370
Covington Capital Management
California
$7.19M +$19.1K +245 +0.3%
FIB
371
First Interstate Bank
Montana
$7.14M -$427K -5,472 -6%
STI
372
Susquehanna Trust & Investment
Pennsylvania
$7.08M +$85.5K +1,094 +1%
MSU
373
Maple Securities USA
New Jersey
$7.05M +$203K +2,597 +3%
MC
374
MSF Capital
New York
$7.03M +$7.03M +89,995 New
GIA
375
Granite Investment Advisors
New Hampshire
$7.02M +$122K +1,566 +2%
13 14
15
16 17