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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 %
FBB
851
Fulton Breakefield Broenniman
Maryland
$906K -$27K -345 -3%
Walleye Trading
852
Walleye Trading
New York
$906K +$323K +4,140 +55%
NERM
853
New England Research & Management
Illinois
$904K +$299K +3,825 +49%
LRPA
854
L. Roy Papp & Associates
Arizona
$894K -$25.4K -325 -3%
SJIM
855
St. Johns Investment Management
Florida
$893K +$46.7K +598 +6%
FB
856
Fulton Bank
Pennsylvania
$890K -$32.4K -415 -4%
SI
857
SII Investments
Wisconsin
$864K +$283K +3,595 +49%
KIA
858
Kopp Investment Advisors
Minnesota
$861K -$2.81K -36 -0.3%
ODCM
859
Old Dominion Capital Management
Virginia
$859K -$31.4K -402 -4%
MAM
860
Meeder Asset Management
Ohio
$853K +$853K +10,920 New
ST
861
Somerset Trust
Pennsylvania
$852K +$852K +10,909 New
JC
862
Jacobs & Co
California
$848K +$498K +6,385 +143%
CNAM
863
Campbell Newman Asset Management
Wisconsin
$828K -$22.2K -284 -3%
AI
864
Atria Investments
North Carolina
$806K +$132K +1,694 +20%
GIP
865
Granite Investment Partners
California
$805K – – –
PL
866
Perpetual Ltd
Australia
$802K – – –
HC
867
Hourglass Capital
Texas
$800K – – –
FCI
868
Financial Counselors Inc
Kansas
$792K -$76.6K -980 -9%
AIM
869
Artemis Investment Management
United Kingdom
$790K +$790K +10,116 New
SOAMC
870
Spirit of America Management Corp
New York
$781K – – –
BAM
871
Burnham Asset Management
New York
$780K -$4.61M -59,000 -86%
AGM
872
Alpine Global Management
New York
$780K -$1.5M -19,249 -66%
TC
873
Taylor Cottrill
New Hampshire
$780K -$77.3K -990 -9%
FBC
874
Fairfield, Bush & Co
Connecticut
$776K +$95.3K +1,220 +14%
MGIA
875
Moneta Group Investment Advisors
Missouri
$773K +$23.4K +300 +3%
33 34
35
36 37