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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
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$917M
3
VAM
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
Capital World Investors
California
$3.75B
3
LPU
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
State Street
Massachusetts
$3.24B
5
Bank of America
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
426
Addenda Capital
Quebec, Canada
$5.29M -$152K -1,940 -3%
HL
427
HeadInvest LLC
Maine
$5.26M -$197K -2,525 -4%
NCM
428
Novare Capital Management
North Carolina
$5.25M +$1.04M +13,315 +25%
PCI
429
Pacifica Capital Investments
Texas
$5.2M – – –
BCM
430
BlueCrest Capital Management
Jersey
$5.2M +$3.22M +41,250 +163%
DC
431
Deere & Company
Illinois
$5.17M +$50.5K +646 +1%
BAC
432
Boys Arnold & Co
North Carolina
$5.16M -$533K -6,825 -9%
GA
433
GFS Advisors
Texas
$5.16M +$3.4M +43,500 +193%
VRS
434
Virginia Retirement Systems
Virginia
$5.16M -$1.73M -22,185 -25%
GIM
435
Gyrus Investment Management
Ontario, Canada
$5.12M +$619K +7,925 +14%
BCM
436
Buckhead Capital Management
Georgia
$5.11M +$4.91M +62,860 +2,462%
MIS
437
Morningstar Investment Services
Illinois
$5.09M +$973K +12,452 +24%
AMI
438
Amica Mutual Insurance
Rhode Island
$5.08M – – –
VFA
439
Virtus Fund Advisers
Connecticut
$5.03M -$6.49M -83,069 -56%
CTA
440
Chesley Taft & Associates
Illinois
$4.96M +$4.63M +59,252 +1,382%
SMI
441
Shelter Mutual Insurance
Missouri
$4.94M -$1.64M -21,000 -25%
LSERS
442
Louisiana State Employees Retirement System
Louisiana
$4.94M -$297K -3,800 -6%
Truist Financial
443
Truist Financial
North Carolina
$4.91M +$109K +1,397 +2%
Bessemer Group
444
Bessemer Group
New Jersey
$4.88M +$3.04M +38,955 +166%
AAM
445
Advisors Asset Management
Colorado
$4.87M -$972K -12,437 -17%
AIC
446
Argus Investors Counsel
New York
$4.85M +$933K +11,940 +24%
Rafferty Asset Management
447
Rafferty Asset Management
New York
$4.84M +$2.74M +35,021 +130%
AP
448
AHL Partners
United Kingdom
$4.83M +$2.43M +31,100 +101%
CAM
449
Capstone Asset Management
Texas
$4.81M +$59.7K +764 +1%
RSVP
450
Ramsay Stattman Vela & Price
Colorado
$4.81M +$4.81M +61,535 New
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