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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 %
IWM
776
Integrated Wealth Management
California
$1.21M +$1.21M +15,513 New
RBA
777
Richard Bernstein Advisors
New York
$1.2M – – –
PIA
778
Peachtree Investment Advisors
Georgia
$1.2M +$358K +4,590 +43%
CAM
779
Columbia Asset Management
Michigan
$1.2M +$63.7K +815 +6%
CIM
780
CIM Investment Management
Pennsylvania
$1.19M -$37.1K -475 -3%
Bank of Nova Scotia
781
Bank of Nova Scotia
Ontario, Canada
$1.18M -$13.3K -170 -1%
OFS
782
Orrstown Financial Services
Pennsylvania
$1.18M -$23.5K -301 -2%
SACTSONJ
783
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.18M – – –
BFC
784
Blue Fin Capital
Rhode Island
$1.18M -$3.91K -50 -0.3%
PI
785
Pettee Investors
Connecticut
$1.17M – – –
RC
786
RBF Capital
California
$1.17M – – –
FCM
787
Force Capital Management
New York
$1.17M +$1.17M +15,000 New
FM
788
Forward Management
California
$1.16M +$735K +9,400 +172%
GIA
789
GHP Investment Advisors
Colorado
$1.16M +$15.8K +202 +1%
FHC
790
First Houston Capital
Texas
$1.15M -$78.1K -1,000 -6%
BEAM
791
Baker Ellis Asset Management
Washington
$1.14M +$7.81K +100 +0.7%
ALA
792
Atherton Lane Advisers
California
$1.13M -$39K -499 -3%
WP
793
WMS Partners
Maryland
$1.12M +$120K +1,541 +12%
EFS
794
Essex Financial Services
Connecticut
$1.12M -$103K -1,323 -8%
B
795
BancorpSouth
Mississippi
$1.11M -$97K -1,242 -8%
FIM
796
Fruth Investment Management
Texas
$1.11M -$88.6K -1,135 -7%
FWCM
797
Ferguson Wellman Capital Management
Oregon
$1.1M -$73.4K -940 -6%
JT
798
Jump Trading
Illinois
$1.1M +$709K +9,072 +180%
LBG
799
Lloyds Banking Group
United Kingdom
$1.1M -$387K -4,953 -26%
FCFC
800
First Commonwealth Financial Corp
Pennsylvania
$1.1M +$36.8K +471 +3%
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