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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 %
BFIM
751
Beese Fulmer Investment Management
Ohio
$1.33M – – –
Jones Financial Companies
752
Jones Financial Companies
Missouri
$1.32M -$474K -6,067 -26%
TCOT
753
Trust Company of Toledo
Ohio
$1.31M +$21.8K +279 +2%
MA
754
Marshwinds Advisory
Georgia
$1.31M -$12.7K -163 -1%
SCM
755
SOL Capital Management
Maryland
$1.31M +$50.8K +650 +4%
Jane Street
756
Jane Street
New York
$1.3M +$381K +4,875 +41%
NG
757
NatWest Group
United Kingdom
$1.3M -$1.03M -13,183 -44%
KS
758
Karpas Strategies
Connecticut
$1.3M – – –
CCM
759
Condor Capital Management
New Jersey
$1.3M +$26.7K +342 +2%
WFG
760
Windsor Financial Group
Minnesota
$1.3M – – –
AIP
761
Ameritas Investment Partners
Nebraska
$1.29M -$1.92M -24,617 -60%
III
762
Independent Investors Inc
New York
$1.29M – – –
HFS
763
HL Financial Services
Kentucky
$1.27M -$312K -3,998 -20%
BVDMP
764
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.27M +$352K +4,500 +38%
MVA
765
Mount Vernon Associates
Maryland
$1.26M +$109K +1,400 +9%
GHA
766
Garcia Hamilton & Associates
Texas
$1.25M +$1.25M +16,011 New
PAG
767
Private Advisor Group
New Jersey
$1.24M -$208K -2,658 -14%
DPIM
768
Duff & Phelps Investment Management
Illinois
$1.23M -$89.1K -1,140 -7%
BC
769
Barnett & Company
Tennessee
$1.22M -$15.6K -200 -1%
BA
770
Birinyi Associates
Connecticut
$1.22M -$684K -8,750 -36%
PAM
771
Private Asset Management
California
$1.22M -$85.4K -1,093 -7%
FMWA
772
Forvis Mazars Wealth Advisors
Missouri
$1.22M +$95K +1,216 +8%
OIA
773
Optimum Investment Advisors
Illinois
$1.22M -$62.5K -800 -5%
TBNY
774
Trustco Bank (New York)
New York
$1.22M -$35.2K -450 -3%
PH
775
Pinnacle Holdings
Oklahoma
$1.21M -$19.8K -253 -2%
29 30
31
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