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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 %
SIG
476
Sky Investment Group
Connecticut
$4.13M +$160K +2,042 +4%
ONB
477
Old National Bancorp
Indiana
$4.12M +$164K +2,101 +4%
LTFS
478
Ladenburg Thalmann Financial Services
Florida
$4.11M +$1.44M +18,468 +54%
CA
479
Callahan Advisors
Texas
$4.07M +$47.1K +603 +1%
HCMT
480
Highland Capital Management (Tennessee)
Tennessee
$4.07M +$2.01M +25,785 +98%
Creative Planning
481
Creative Planning
Kansas
$4.06M +$883K +11,303 +28%
TI
482
Trexquant Investment
Connecticut
$4.05M +$3.44M +44,000 +557%
WRM
483
Westport Resources Management
Connecticut
$4.01M +$2.15M +27,517 +116%
QT
484
Quantbot Technologies
New York
$3.96M +$3.96M +50,656 New
NSEDCP
485
NJ State Employees Deferred Compensation Plan
New Jersey
$3.91M – – –
MCM
486
Moore Capital Management
New York
$3.91M +$3.91M +50,000 New
EMR
487
Errol M. Rudman
$3.91M +$3.91M +50,000 New
PAI
488
Pittenger & Anderson Inc
Nebraska
$3.9M +$254K +3,250 +7%
AIA
489
Alerus Investment Advisors
Minnesota
$3.87M +$771K +9,896 +25%
DP
490
Dearborn Partners
Illinois
$3.84M -$9.06K -116 -0.2%
SWM
491
SVA Wealth Management
Wisconsin
$3.8M +$3.41M +43,691 +889%
BA
492
Bridgewater Associates
Connecticut
$3.78M +$1.55M +19,900 +70%
AA
493
AlphaMark Advisors
Kentucky
$3.78M +$113K +1,442 +3%
MYAM
494
Meiji Yasuda Asset Management
Japan
$3.74M +$29.7K +380 +0.8%
CTC
495
Central Trust Company
Missouri
$3.74M -$17.5K -224 -0.5%
SJL
496
Shayne & Jacobs LLC
Tennessee
$3.66M – – –
RJT
497
Raymond James Trust
Florida
$3.65M +$56.7K +726 +2%
APFBOT
498
Amica Pension Fund Board of Trustees
Rhode Island
$3.65M – – –
AHB
499
Abner Herrman & Brock
New Jersey
$3.62M -$481K -6,154 -12%
DC
500
Davenport & Co
Virginia
$3.59M -$27.4K -351 -0.8%
18 19
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