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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 %
BFA
451
Bragg Financial Advisors
North Carolina
$4.8M +$128K +1,635 +3%
1SB
452
1ST Source Bank
Indiana
$4.79M +$207K +2,649 +5%
OCM
453
Oakwood Capital Management
California
$4.77M +$1.93M +24,700 +68%
CCFCSB
454
Cape Cod Five Cents Savings Bank
Massachusetts
$4.75M +$75.8K +970 +2%
BSPF
455
British Steel Pension Fund
United Kingdom
$4.74M – – –
HJA
456
Hugh Johnson Advisors
New York
$4.71M -$56.8K -727 -1%
IMOV
457
Investment Management of Virginia
Virginia
$4.66M +$2.47M +31,630 +113%
AAC
458
Asset Advisors Corp
Georgia
$4.63M -$916K -11,725 -17%
Tudor Investment Corp
459
Tudor Investment Corp
Connecticut
$4.61M +$3.24M +41,454 +236%
KRS
460
Kentucky Retirement Systems
Kentucky
$4.61M -$559K -7,151 -11%
DBT
461
Dubuque Bank & Trust
Iowa
$4.59M -$1.54M -19,679 -25%
GG
462
Greenwood Gearhart
Arkansas
$4.59M -$46.1K -590 -1%
PWP
463
Private Wealth Partners
California
$4.57M +$353K +4,525 +8%
SIRP
464
Shelter Insurance Retirement Plan
Missouri
$4.55M -$797K -10,200 -15%
AC
465
Alpenglow Capital
California
$4.48M +$4.48M +57,400 New
BCMNY
466
Buckingham Capital Management (New York)
New York
$4.44M +$34K +435 +0.8%
RMDI
467
R.M. Davis Inc
Maine
$4.37M -$3.26M -41,687 -43%
LMGAM
468
Liberty Mutual Group Asset Management
Massachusetts
$4.35M +$199K +2,543 +5%
BF
469
BOK Financial
Oklahoma
$4.35M +$1.91M +24,455 +78%
DCM
470
Delta Capital Management
New Jersey
$4.31M -$80.5K -1,030 -2%
GCP
471
GSA Capital Partners
United Kingdom
$4.31M +$3.75M +47,939 +667%
NFGCM
472
Norman Fields Gottscho Capital Management
New York
$4.3M -$12.9K -165 -0.3%
SAM
473
Symphony Asset Management
California
$4.26M +$2.51M +32,096 +143%
SWITC
474
Stewart West Indies Trading Company
Colorado
$4.2M – – –
QIM
475
Quest Investment Management
Oregon
$4.18M -$977K -12,501 -19%
17 18
19
20 21