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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 %
LBC
651
Lowe Brockenbrough & Co
Virginia
$1.94M -$516K -6,602 -21%
NA
652
Navellier & Associates
Nevada
$1.93M +$110K +1,410 +6%
SC
653
Searle & Co
Connecticut
$1.92M +$1.92M +24,600 New
GIM
654
Grassi Investment Management
California
$1.92M -$15.6K -200 -0.8%
NCM
655
Narwhal Capital Management
Georgia
$1.91M +$1.17M +14,930 +156%
SAIG
656
Semper Augustus Investments Group
Colorado
$1.89M +$1.89M +24,143 New
GIM
657
Guardian Investment Management
California
$1.88M – – –
ISL
658
Ingalls & Snyder LLC
New York
$1.88M +$1.3M +16,688 +227%
FNT
659
First National Trust
Pennsylvania
$1.88M +$3.28K +42 +0.2%
CONA
660
Capital One National Association
New York
$1.87M -$2.08M -26,664 -53%
MIM
661
Midwest Investment Management
Ohio
$1.85M +$127K +1,625 +7%
GAG
662
GM Advisory Group
New York
$1.84M -$552K -7,071 -23%
BOH
663
Bank of Hawaii
Hawaii
$1.81M -$42.4K -542 -2%
RMCM
664
Reynders McVeigh Capital Management
Massachusetts
$1.81M +$9.45K +121 +0.5%
Twin Tree Management
665
Twin Tree Management
Texas
$1.8M +$964K +12,334 +115%
DCM
666
Donaldson Capital Management
Indiana
$1.79M -$601K -7,692 -25%
B
667
Bailard
California
$1.78M -$12.9K -165 -0.7%
BA
668
Bennicas & Associates
California
$1.75M +$1.75M +22,350 New
HW
669
Hedeker Wealth
Illinois
$1.74M +$304K +3,895 +21%
CCM
670
CrestPoint Capital Management
Missouri
$1.74M -$46.9K -600 -3%
LIA
671
LS Investment Advisors
Michigan
$1.73M +$235K +3,009 +16%
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.73M +$391K +5,000 +29%
BCAM
673
Boston Common Asset Management
Massachusetts
$1.72M +$1.72M +22,069 New
SCM
674
Stevens Capital Management
Pennsylvania
$1.72M +$1.72M +22,043 New
CAM
675
CG Asset Management
New York
$1.72M -$3.1M -39,617 -64%
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