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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 %
FPCG
926
Fort Pitt Capital Group
Pennsylvania
$625K +$97.5K +1,247 +18%
CIC
927
Cornercap Investment Counsel
Georgia
$623K +$32.8K +420 +6%
RWA
928
Ropes Wealth Advisors
Massachusetts
$623K +$623K +7,978 New
IAMOG
929
Investors Asset Management of Georgia
Georgia
$619K – – –
CCA
930
Checchi Capital Advisers
California
$617K +$90.1K +1,153 +17%
CLOS
931
Compagnie Lombard Odier SCmA
Switzerland
$613K +$297K +3,805 +94%
CAG
932
Crestwood Advisors Group
Massachusetts
$607K +$215K +2,755 +55%
LH
933
Lebenthal Holdings
New York
$606K -$25.5K -327 -4%
RWA
934
River Wealth Advisors
Pennsylvania
$605K +$605K +7,748 New
MFS
935
MSI Financial Services
Massachusetts
$599K +$13.1K +167 +2%
SA
936
Strategic Advisors
New York
$596K +$30K +316 +5%
PAMG
937
Patton Albertson Miller Group
Tennessee
$593K +$593K +7,592 New
MHIC
938
Marble Harbor Investment Counsel
Massachusetts
$586K -$22.7K -290 -4%
RIM
939
Regent Investment Management
Kentucky
$575K -$15.6K -200 -3%
CCC
940
Chelsea Counsel Company
California
$572K +$156 +2 +0%
BCM
941
Bluefin Capital Management
New York
$570K +$318K +4,071 +126%
SGAM
942
Steinberg Global Asset Management
Florida
$563K +$55.7K +712 +11%
DVM
943
Dreman Value Management
Florida
$562K +$562K +7,196 New
OAMG
944
Odey Asset Management Group
United Kingdom
$562K +$562K +7,200 New
AIA
945
Avalon Investment & Advisory
Texas
$557K -$35.5K -455 -6%
SCM
946
Stellar Capital Management
Arizona
$557K – – –
CAM
947
Congress Asset Management
Massachusetts
$556K -$50.9M -651,947 -99%
WWM
948
Willingdon Wealth Management
North Carolina
$555K +$555K +7,100 New
ST
949
Semper Trust
Pennsylvania
$553K -$399K -5,100 -42%
BRWA
950
B. Riley Wealth Advisors
Florida
$551K -$392K -5,016 -42%
36 37
38
39 40