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American Express
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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$383M 4,901,520 -3,187,778 -39%
ClearBridge Investments
27
ClearBridge Investments
New York
$350M 4,475,789 -1,142,841 -20%
Baillie Gifford & Co
28
Baillie Gifford & Co
United Kingdom
$345M 4,418,996 +91,498 +2%
UBS AM
29
UBS AM
Illinois
$338M 4,322,154 -2,172,095 -33%
TCIM
30
TIAA CREF Investment Management
New York
$333M 4,261,905 -802,691 -16%
Artisan Partners
31
Artisan Partners
Wisconsin
$331M 4,240,584 -19,904 -0.5%
Deutsche Bank
32
Deutsche Bank
Germany
$287M 3,678,312 +744,483 +25%
Legal & General Group
33
Legal & General Group
United Kingdom
$281M 3,597,898 -18,828 -0.5%
Goldman Sachs
34
Goldman Sachs
New York
$274M 3,512,700 +944,725 +37%
Invesco
35
Invesco
Georgia
$267M 3,413,486 +308,848 +10%
VAM
36
Veritas Asset Management
United Kingdom
$261M 3,339,900 +3,339,900 New
GI
37
GAMCO Investors
Connecticut
$245M 3,138,729 -50,838 -2%
AllianceBernstein
38
AllianceBernstein
Tennessee
$242M 3,091,779 -2,418,814 -44%
Lazard Asset Management
39
Lazard Asset Management
New York
$234M 2,998,878 -1,680,390 -36%
Viking Global Investors
40
Viking Global Investors
Connecticut
$232M 2,973,038 +2,973,038 New
BIM
41
BlackRock Investment Management
Delaware
$227M 2,901,335 -173,002 -6%
Fayez Sarofim & Co
42
Fayez Sarofim & Co
Texas
$222M 2,833,855 +270,987 +11%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$216M 2,619,371 – –
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$208M 2,659,166 -49,989 -2%
LPU
45
Lansdowne Partners (UK)
United Kingdom
$205M 2,627,269 -3,911,744 -60%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$201M 2,570,627 +216,453 +9%
UBS Group
47
UBS Group
Switzerland
$199M 2,543,571 -117,338 -4%
Mitsubishi UFJ Trust & Banking
48
Mitsubishi UFJ Trust & Banking
Japan
$193M 2,473,758 +6,977 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
49
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$193M 2,467,100 +100 +0%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$189M 2,421,525 -990,691 -29%
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