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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 %
BC
401
Bartlett & Co
Ohio
$5.99M -$3.13K -40 -0.1%
FBNAT
402
FirstMerit Bank N.A. Trustee
Ohio
$5.94M -$64.9K -831 -1%
LT
403
LJ Trust
Nevada
$5.89M – – –
ST
404
Spot Trading
Illinois
$5.84M +$3.23M +41,400 +124%
WTC
405
WhitTier Trust Company
Nevada
$5.81M +$59K +755 +1%
Toronto Dominion Bank
406
Toronto Dominion Bank
Ontario, Canada
$5.77M -$985K -12,613 -15%
CFB
407
Cullen/Frost Bankers
Texas
$5.76M -$38K -486 -0.7%
CCM
408
Chilton Capital Management
Texas
$5.69M +$5.37M +68,730 +1,665%
SC
409
SouthState Corp
Florida
$5.63M +$848K +10,850 +18%
OMC
410
Overbrook Management Corp
New York
$5.57M +$542K +6,938 +11%
CAM
411
Cubic Asset Management
Massachusetts
$5.55M +$5M +63,948 +901%
Cohen & Steers
412
Cohen & Steers
New York
$5.52M -$6.41M -82,100 -54%
SF
413
Synovus Financial
Georgia
$5.49M +$180K +2,297 +3%
LIC
414
Lodestar Investment Counsel
Illinois
$5.47M +$58.2K +745 +1%
RRAM
415
River Road Asset Management
Kentucky
$5.46M +$5.46M +69,938 New
WF
416
WealthTrust Fairport
Ohio
$5.44M -$1.52M -19,493 -22%
CAM
417
Carret Asset Management
New York
$5.44M +$543K +6,950 +11%
DY
418
Dowling & Yahnke
California
$5.42M +$12.8K +164 +0.2%
CSS
419
Cubist Systematic Strategies
Connecticut
$5.39M +$4.4M +56,377 +448%
DMIC
420
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.39M -$1.64M -20,952 -23%
LMIM
421
Lockheed Martin Investment Management
Maryland
$5.37M +$2.11M +27,068 +65%
VC
422
V2 Capital
Illinois
$5.35M +$5.35M +68,511 New
CSIC
423
Clifford Swan Investment Counsel
California
$5.34M +$1.12M +14,285 +26%
SC
424
Scotia Capital
Ontario, Canada
$5.34M +$3.36M +43,057 +170%
CCM
425
Channing Capital Management
Illinois
$5.32M -$146K -1,872 -3%
15 16
17
18 19