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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 %
MM
701
Midas Management
New York
$1.56M +$1.56M +20,000 New
FNB
702
First Niagara Bank
New York
$1.56M +$150K +1,917 +11%
EOJOAM
703
E. Ohman J:or Asset Management
Sweden
$1.55M – – –
LCS
704
Levin Capital Strategies
New York
$1.55M +$359K +4,600 +30%
CT
705
Coastline Trust
Rhode Island
$1.54M -$1.17K -15 -0.1%
MAM
706
Martingale Asset Management
Massachusetts
$1.53M +$594K +7,597 +63%
FCMC
707
Founders Capital Management (Connecticut)
Connecticut
$1.53M +$1.53M +19,582 New
LS
708
Lupo Securities
Illinois
$1.53M +$1.53M +19,565 New
ST
709
Smithfield Trust
Pennsylvania
$1.53M +$4.38K +56 +0.3%
LC
710
Lourd Capital
California
$1.52M -$2.03K -26 -0.1%
Aristotle Capital Management
711
Aristotle Capital Management
California
$1.51M -$78.1K -1,000 -5%
ACPU
712
Arrowgrass Capital Partners (US)
Delaware
$1.51M +$1.51M +19,303 New
QI
713
Quotient Investors
New York
$1.51M +$406K +5,200 +37%
SM
714
Stratton Management
Pennsylvania
$1.5M +$402K +5,150 +37%
CC
715
ClearArc Capital
Ohio
$1.49M +$2.97K +38 +0.2%
OAC
716
OMERS Administration Corp
Ontario, Canada
$1.48M -$359K -4,600 -19%
NGA
717
Naples Global Advisors
Florida
$1.48M +$369K +4,729 +33%
IP
718
Interval Partners
New York
$1.48M +$1.48M +18,882 New
LNWWM
719
Laird Norton Wetherby Wealth Management
California
$1.47M +$13.4K +171 +0.9%
KCM
720
Kornitzer Capital Management
Kansas
$1.47M +$330K +4,225 +29%
AIM
721
Acropolis Investment Management
Missouri
$1.47M +$9.37K +120 +0.6%
BOS
722
Bank of Stockton
California
$1.47M -$75.6K -968 -5%
MP
723
Manifold Partners
California
$1.46M +$1.46M +18,700 New
HCM
724
Howland Capital Management
Massachusetts
$1.46M – – –
CI
725
Constellation Investments
Ohio
$1.45M +$46.9K +600 +3%
27 28
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