AXP icon

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 %
BFO
601
Boston Family Office
Massachusetts
$2.36M -$85.9K -1,100 -4%
PRA
602
Parametric Risk Advisors
Connecticut
$2.34M – – –
NMIFOAC
603
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.34M +$1.72M +22,000 +275%
SSB
604
Sandy Spring Bank
Maryland
$2.34M +$302K +3,860 +15%
OA
605
Outfitter Advisors
Virginia
$2.34M -$15.6K -200 -0.7%
HCM
606
Hodges Capital Management
Texas
$2.33M +$2.07M +26,556 +803%
AWP
607
Ascent Wealth Partners
New York
$2.32M +$171K +2,195 +8%
B
608
Barings
North Carolina
$2.28M -$3.34M -42,800 -59%
FSA
609
Franklin Street Advisors
North Carolina
$2.27M -$3.51M -44,962 -61%
ATC
610
Argent Trust Company
Louisiana
$2.25M +$436K +5,580 +24%
ECM
611
Estabrook Capital Management
New York
$2.24M +$51.8K +663 +2%
BWAM
612
Boyd Watterson Asset Management
Ohio
$2.23M +$64.4K +825 +3%
EGM
613
Engineers Gate Manager
New York
$2.23M +$2.23M +28,476 New
MC
614
Moors & Cabot
Massachusetts
$2.22M +$339K +4,325 +18%
MM
615
Meridian Management
Arkansas
$2.22M +$10.2K +130 +0.5%
MCM
616
Mazama Capital Management
Oregon
$2.21M -$655K -8,379 -23%
Cambridge Investment Research Advisors
617
Cambridge Investment Research Advisors
Iowa
$2.21M -$20.7K -265 -0.9%
KRSITF
618
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.2M -$269K -3,440 -11%
RJFSA
619
Raymond James Financial Services Advisors
Florida
$2.19M -$59.1K -756 -3%
JPC
620
Jackson Park Capital
Utah
$2.19M +$937K +12,000 +75%
LPT
621
Legacy Private Trust
Wisconsin
$2.18M -$872K -11,168 -29%
Northwestern Mutual Wealth Management
622
Northwestern Mutual Wealth Management
Wisconsin
$2.18M +$115K +1,476 +6%
WSFS
623
Wilmington Savings Fund Society
Delaware
$2.16M -$73.8K -944 -3%
IIC
624
Ironwood Investment Counsel
Arizona
$2.15M +$471K +6,036 +28%
P
625
Pitcairn
Pennsylvania
$2.14M -$116K -1,486 -5%
23 24
25
26 27