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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
+$333M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$298M
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
+$194M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.09B
2
Capital World Investors
Capital World Investors
California
-$677M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$306M
4
State Street
State Street
Massachusetts
-$298M
5
Bank of America
Bank of America
North Carolina
-$249M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
551
Paloma Partners
Connecticut
$2.91M -$736K -9,418 -20%
MYLI
552
Meiji Yasuda Life Insurance
Japan
$2.9M +$142K +1,824 +5%
SFP
553
Santa Fe Partners
New Mexico
$2.89M +$2.89M +37,017 New
IAA
554
Ironsides Asset Advisors
North Carolina
$2.89M +$134K +1,711 +5%
RW
555
Rand Wealth
Maryland
$2.87M – – –
PFP
556
Pinnacle Financial Partners
Tennessee
$2.83M +$443K +5,678 +19%
SC
557
Saiers Capital
New York
$2.83M +$1.25M +16,000 +79%
PWM
558
Perigon Wealth Management
California
$2.82M -$75.2K -963 -3%
SCM
559
SKBA Capital Management
California
$2.81M -$728K -9,320 -21%
KIA
560
KCM Investment Advisors
California
$2.79M +$48.4K +620 +2%
ECM
561
Evergreen Capital Management
Washington
$2.78M +$2.78M +35,606 New
BIM
562
Bridges Investment Management
Nebraska
$2.78M +$1.52M +19,400 +120%
GCA
563
Greenwood Capital Associates
South Carolina
$2.75M -$1.88M -24,059 -41%
SCM
564
Sterneck Capital Management
Missouri
$2.74M +$2.74M +35,057 New
AC
565
Alleghany Corporation
New York
$2.73M – – –
VST
566
Van Strum & Towne
California
$2.73M +$76.2K +975 +3%
PAA
567
Peregrine Asset Advisers
Oregon
$2.72M +$1.2M +15,345 +79%
PG
568
Patten Group
Tennessee
$2.7M -$30.1K -385 -1%
UOC
569
UBS O'Connor
Illinois
$2.68M +$2.68M +34,319 New
TMAM
570
Tokio Marine Asset Management
Japan
$2.68M -$592K -7,585 -18%
PTC
571
Philadelphia Trust Company
Pennsylvania
$2.65M +$2.31M +29,546 +676%
CT
572
Chicago Trust
Illinois
$2.63M +$2.63M +33,685 New
SIC
573
Sigma Investment Counselors
Michigan
$2.63M -$35.1K -449 -1%
MMM
574
Mendel Money Management
Illinois
$2.63M +$53.9K +690 +2%
RCM
575
Riverpark Capital Management
New York
$2.62M -$915K -11,715 -26%
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