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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 %
BAM
576
Barrett Asset Management
New York
$2.62M – – –
TCM
577
Tradition Capital Management
New Jersey
$2.62M +$2.01M +25,725 +329%
BIM
578
Barton Investment Management
Pennsylvania
$2.62M -$10.2K -130 -0.4%
MCTIC
579
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.62M -$21.5K -275 -0.8%
BB
580
Busey Bank
Illinois
$2.61M -$133K -1,701 -5%
FTC
581
Farmers Trust Company
Ohio
$2.6M +$2.6M +33,314 +222,093%
BAS
582
Brown Advisory Securities
Maryland
$2.55M +$704K +8,997 +38%
GLRA
583
Gerald L. Ray & Associates
Texas
$2.54M +$447K +5,725 +21%
NEAM
584
New England Asset Management
Connecticut
$2.51M +$381K +4,881 +18%
BW
585
Bison Wealth
Georgia
$2.51M -$21.2K -272 -0.8%
CC
586
Capital Counsel
New York
$2.51M – – –
PA
587
Profund Advisors
Maryland
$2.51M -$661K -8,459 -21%
HCA
588
Horan Capital Advisors
Ohio
$2.51M +$169K +2,168 +7%
NMIMC
589
Northwestern Mutual Investment Management Company
Wisconsin
$2.51M +$2.51M +32,071 New
SWM
590
Segment Wealth Management
Texas
$2.5M +$415K +5,319 +20%
FAT
591
First American Trust
California
$2.48M -$1.01M -12,903 -29%
TC
592
Telemus Capital
Michigan
$2.47M -$51.2K -655 -2%
AB
593
Amalgamated Bank
New York
$2.46M +$561K +7,181 +30%
AUB
594
Atlantic Union Bankshares
Virginia
$2.45M +$201K +2,573 +9%
KCPG
595
Kavar Capital Partners Group
Kansas
$2.45M +$2.45M +31,325 New
AF
596
Arrow Financial
New York
$2.43M -$121K -1,550 -5%
MCM
597
Murphy Capital Management
New Jersey
$2.42M -$270K -3,463 -10%
FAM
598
Fiduciary Asset Management
Missouri
$2.42M -$4.37M -55,893 -64%
HC
599
Hendley & Co
Ohio
$2.41M +$1.04M +13,310 +76%
MCA
600
Mercer Capital Advisers
New Jersey
$2.38M -$59.1K -756 -2%
22 23
24
25 26