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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 %
FIM
951
Freedom Investment Management
Connecticut
$550K +$25.4K +325 +5%
SCA
952
Sippican Capital Advisors
Massachusetts
$547K – – –
AA
953
ALPS Advisors
Colorado
$542K +$51K +652 +10%
BAM
954
Boyar Asset Management
New York
$541K – – –
WB
955
WesBanco Bank
West Virginia
$539K -$9.37M -120,100 -95%
WPP
956
Whalerock Point Partners
Rhode Island
$538K – – –
MFW
957
Meristem Family Wealth
Minnesota
$538K – – –
ARMT
958
Amica Retiree Medical Trust
Rhode Island
$534K – – –
SGA
959
Strategic Global Advisors
California
$530K -$509K -6,510 -49%
MCM
960
Manchester Capital Management
Vermont
$521K -$203K -2,597 -28%
CIA
961
Capital Investment Advisors
Georgia
$518K -$16K -205 -3%
NIMI
962
Natixis Investment Managers International
France
$517K -$82.2K -1,053 -14%
IC
963
Inverness Counsel
New York
$515K -$4.66M -59,565 -90%
BTNA
964
Bremer Trust National Association
Minnesota
$514K +$29.6K +379 +6%
KB
965
Kimelman & Baird
New York
$510K -$18K -230 -3%
ICAS
966
Investors Capital Advisory Services
Massachusetts
$509K +$16.6K +213 +3%
SC
967
Savant Capital
Illinois
$508K +$1.41K +18 +0.3%
ATC
968
Argent Trust Co
Tennessee
$508K +$30K +385 +6%
SCI
969
S&CO Inc
Massachusetts
$504K – – –
HHGA
970
Halbert Hargrove Global Advisors
California
$503K +$212K +2,721 +73%
RCAG
971
Rehmann Capital Advisory Group
Michigan
$502K -$58.5K -749 -10%
MRCM
972
M&R Capital Management
New Jersey
$502K +$125K +1,603 +33%
SPC
973
Sigma Planning Corp
Michigan
$500K +$71.7K +917 +17%
PRCM
974
Pine River Capital Management
Minnesota
$500K +$500K +6,400 New
MAM
975
Mizuho Asset Management
Japan
$498K +$164K +2,104 +49%
37 38
39
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