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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 %
CBU
876
CIBC Bank USA
Illinois
$767K +$89.6K +1,147 +13%
BSW
877
Buckingham Strategic Wealth
Missouri
$763K +$37.2K +476 +5%
WS
878
Wedbush Securities
California
$761K -$799K -10,235 -51%
BFG
879
Beacon Financial Group
Texas
$761K +$59.5K +762 +8%
WSC
880
Wellington Shields & Co
New York
$758K +$39.1K +500 +5%
GC
881
Grimes & Company
Massachusetts
$753K +$39.2K +501 +5%
VFS
882
VSR Financial Services
Kansas
$750K +$41.3K +528 +6%
AIU
883
Algebris Investments (UK)
United Kingdom
$750K +$750K +9,604 New
BWM
884
Bernicke Wealth Management
Wisconsin
$748K -$424K -5,425 -36%
JFGIW
885
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$746K +$92.5K +1,187 +14%
YL
886
YCG LLC
Texas
$742K – – –
MTIM
887
Marathon Trading Investment Management
Pennsylvania
$742K +$742K +9,500 New
JWM
888
Jacobus Wealth Management
Wisconsin
$737K +$10.2K +130 +1%
JIC
889
Joel Isaacson & Co
New York
$734K -$17.6K -225 -2%
LKIM
890
Lawson Kroeker Investment Management
Nebraska
$734K +$734K +9,390 New
FAAS
891
First Allied Advisory Services
California
$730K +$383K +4,908 +110%
PIM
892
Penobscot Investment Management
Massachusetts
$727K -$46.9K -600 -6%
PFBT
893
Parkside Financial Bank & Trust
Missouri
$726K -$24.4K -312 -3%
LDB
894
Lee, Danner & Bass
Tennessee
$722K -$23.5K -300 -3%
LIM
895
Leavell Investment Management
Alabama
$721K -$78.1K -1,000 -10%
SCP
896
Sandhill Capital Partners
New York
$720K +$391 +5 +0.1%
HTI
897
Hikari Tsushin Inc
Japan
$719K – – –
BPCE
898
Bank Pictet & Cie (Europe)
Germany
$709K -$387K -4,960 -35%
PGCM
899
Prescott Group Capital Management
Oklahoma
$703K – – –
SFG
900
Sather Financial Group
Texas
$702K +$15.6K +200 +2%
34 35
36
37 38