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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 %
EHWM
676
Eads & Heald Wealth Management
Georgia
$1.72M -$45.8K -586 -3%
HBT
677
Hills Bank & Trust
Iowa
$1.7M +$1.21M +15,500 +248%
Thrivent Financial for Lutherans
678
Thrivent Financial for Lutherans
Minnesota
$1.69M -$5.56M -71,250 -77%
OCM
679
One Capital Management
California
$1.67M +$177K +2,271 +12%
WOC
680
West Oak Capital
California
$1.67M +$2.66K +34 +0.2%
HPIA
681
Hamilton Point Investment Advisors
North Carolina
$1.66M +$53.1K +680 +3%
LCM
682
Leisure Capital Management
California
$1.65M +$60.7K +777 +4%
Mirae Asset Global Investments
683
Mirae Asset Global Investments
South Korea
$1.64M +$188K +2,404 +13%
LSCM
684
LaSalle Street Capital Management
Illinois
$1.64M – – –
BCM
685
BTR Capital Management
California
$1.62M +$1.38M +17,709 +580%
ECM
686
Everence Capital Management
Indiana
$1.62M – – –
DSI
687
Daiwa SB Investments
Japan
$1.6M -$62.3K -797 -4%
PTC
688
Private Trust Company
Ohio
$1.59M +$573K +7,342 +56%
AI
689
Ariel Investments
Illinois
$1.59M +$1.04M +13,308 +188%
TNBTD
690
Trustmark National Bank Trust Department
Mississippi
$1.59M -$395K -5,050 -20%
IA
691
Icon Advisers
Colorado
$1.59M – – –
PFSC
692
Peoples Financial Services Corp
Pennsylvania
$1.58M +$117K +1,500 +8%
SBWM
693
Sunflower Bank Wealth Management
Arizona
$1.58M -$7.81K -100 -0.5%
DWT
694
Dorsey & Whitney Trust
South Dakota
$1.58M +$808K +10,344 +104%
DBIA
695
Dumont & Blake Investment Advisors
New Jersey
$1.58M +$85.2K +1,090 +6%
CWM
696
Concert Wealth Management
California
$1.57M -$313K -5,544 -17%
WJA
697
Williams Jones & Associates
New York
$1.57M +$54.7K +700 +4%
IB
698
Intrust Bank
Kansas
$1.56M +$913K +11,683 +140%
TCP
699
TAMRO Capital Partners
Virginia
$1.56M -$95.7K -1,225 -6%
SKK
700
Shepherd Kaplan Krochuk
Massachusetts
$1.56M – – –
26 27
28
29 30