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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 %
BC
826
Burney Company
Virginia
$1.02M -$69.5K -890 -6%
GIP
827
Greatmark Investment Partners
Georgia
$1.01M +$9.76K +125 +1%
CBB
828
Citizens Business Bank
California
$1.01M -$47.7K -610 -5%
HA
829
Hamel Associates
New Jersey
$1M +$1M +12,850 New
CNC
830
Citizens & Northern Corp
Pennsylvania
$998K +$102K +1,302 +11%
BIC
831
Bridges Investment Counsel
Nebraska
$994K +$396K +5,075 +66%
IPC
832
Independent Portfolio Consultants
Florida
$989K +$171K +2,189 +21%
HCM
833
Hilton Capital Management
New York
$981K – – –
FMB
834
Field & Main Bank
Kentucky
$971K +$324K +4,150 +50%
NP
835
NorthRock Partners
Minnesota
$968K +$103K +1,313 +12%
EHC
836
Everett Harris & Co
California
$963K -$4.69K -60 -0.5%
AIC
837
Ayalon Insurance Company
Israel
$957K +$957K +12,255 New
NFG
838
Next Financial Group
Texas
$952K +$77.5K +992 +9%
ACP
839
Aviance Capital Partners
Florida
$950K -$137K -1,750 -13%
HCM
840
Herndon Capital Management
Georgia
$950K +$28K +359 +3%
CT
841
Cambridge Trust
Massachusetts
$944K +$543K +6,952 +135%
TCOTO
842
Trust Company of the Ozarks
Missouri
$942K – – –
RG
843
Rathbones Group
United Kingdom
$941K +$30.2K +387 +3%
BAM
844
Berkshire Asset Management
Pennsylvania
$940K +$17.4K +223 +2%
FM
845
Foster & Motley
Ohio
$934K -$233K -2,978 -20%
CAS
846
Cue Advisory Services
Arizona
$932K -$44.7K -571 -5%
FWM
847
Frontier Wealth Management
Missouri
$927K +$614K +7,860 +197%
BBI
848
Baxter Bros Inc
Connecticut
$926K +$290K +3,710 +46%
NCM
849
Nelson Capital Management
California
$919K -$80.4K -1,029 -8%
BHWM
850
Bar Harbor Wealth Management
New Hampshire
$913K -$11.2K -143 -1%
32 33
34
35 36