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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 %
PAM
726
PartnerRe Asset Management
Connecticut
$1.45M -$29.7K -380 -2%
FSC
727
Fiduciary Services Corp
Georgia
$1.44M +$617K +7,901 +75%
OMCS
728
Old Mutual Customised Solutions
South Africa
$1.44M +$695K +8,900 +94%
NG
729
Northstar Group
New York
$1.43M +$260K +3,330 +22%
TF
730
Tompkins Financial
New York
$1.42M +$51.6K +660 +4%
SCM
731
Stanley Capital Management
Texas
$1.42M – – –
CA
732
Cornerstone Advisors
North Carolina
$1.41M +$391K +5,000 +38%
ICRM
733
Insight Capital Research & Management
California
$1.41M -$1.25K -16 -0.1%
ISB
734
Iowa State Bank
Iowa
$1.4M +$41.4K +530 +3%
ITIM
735
Indiana Trust & Investment Management
Indiana
$1.39M +$23.1K +295 +2%
Simplex Trading
736
Simplex Trading
Illinois
$1.39M +$1.39M +17,799 New
PMG
737
ProVise Management Group
Florida
$1.38M -$7.81K -100 -0.6%
BO
738
BRR OpCo
Ohio
$1.38M +$34.5K +442 +3%
JCM
739
Jag Capital Management
Missouri
$1.38M +$1.95K +25 +0.1%
SIG
740
Schooner Investment Group
Pennsylvania
$1.38M -$197K -2,500 -13%
EWM
741
Edge Wealth Management
New York
$1.38M +$1.35M +17,258 +5,410%
TBA
742
Tower Bridge Advisors
Pennsylvania
$1.37M -$12.4K -159 -0.9%
CCT
743
Chemung Canal Trust
New York
$1.37M -$578K -7,395 -30%
FA
744
FDx Advisors
Illinois
$1.37M -$412K -5,279 -23%
RB
745
Rodgers Brothers
Pennsylvania
$1.36M +$266K +3,400 +24%
SAM
746
Selway Asset Management
$1.36M +$1.36M +17,350 New
PFM
747
PacWest Financial Management
Arizona
$1.35M +$51.2K +655 +4%
HAM
748
Highstreet Asset Management
Ontario, Canada
$1.34M -$375K -4,800 -22%
CAN
749
Cetera Advisor Networks
California
$1.34M +$97.1K +1,242 +8%
LC
750
Lincoln Capital
Nebraska
$1.33M -$5.86K -75 -0.4%
28 29
30
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