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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 %
Acadian Asset Management
901
Acadian Asset Management
Massachusetts
$701K -$291K -3,730 -29%
CM
902
Castleark Management
Illinois
$701K – – –
GWCM
903
Godshalk Welsh Capital Management
Pennsylvania
$699K – – –
PAM
904
Palisade Asset Management
Minnesota
$699K +$15.6K +200 +2%
KJHP
905
K.J. Harrison & Partners
Ontario, Canada
$695K +$695K +8,900 New
TFF
906
Timothy F. Fidgeon
$689K -$46.8K -600 -6%
ABC
907
Associated Banc-Corp
Wisconsin
$688K +$113K +1,450 +20%
WTB
908
Washington Trust Bank
Washington
$687K -$86.4K -1,105 -11%
WT
909
Washington Trust
Rhode Island
$676K -$16.6K -212 -2%
BIC
910
Beach Investment Counsel
Pennsylvania
$672K -$11.7K -150 -2%
NPC
911
National Planning Corporation
California
$670K -$167K -2,152 -20%
AP
912
Atwood & Palmer
Missouri
$670K – – –
IIM
913
Ipswich Investment Management
Massachusetts
$665K – – –
CTI
914
Community Trust & Investment
Kentucky
$664K -$4.84K -62 -0.7%
IHL
915
Investment House LLC
California
$660K +$7.81K +100 +1%
MMPW
916
Mitchell McLeod Pugh & Williams
Alabama
$657K -$12.4K -159 -2%
FBT
917
First Bankers Trust
Kentucky
$654K +$12.9K +165 +2%
Mariner
918
Mariner
Kansas
$653K -$201K -2,580 -24%
ACM
919
Azimuth Capital Management
Michigan
$651K +$306K +3,920 +89%
FCBT
920
First Citizens Bank & Trust
North Carolina
$650K +$650K +8,322 New
KT
921
Kanaly Trust
Texas
$643K -$620K -7,939 -49%
BMC
922
Benin Management Corp
Connecticut
$642K – – –
BC
923
Banced Corp
Illinois
$632K -$110K -1,405 -15%
RBC
924
Ronald Blue & Co
Georgia
$631K -$48.9K -626 -7%
AAM
925
Auxier Asset Management
Oregon
$630K – – –
35 36
37
38 39