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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 %
SHA
976
Smith Hayes Advisers
Nebraska
$495K -$29.2K -374 -6%
BHBT
977
Burke & Herbert Bank & Trust
Virginia
$493K – – –
CS
978
Cannell & Spears
New York
$487K – – –
CCM
979
Compton Capital Management
Rhode Island
$487K +$11.7K +150 +2%
PIM
980
Progressive Investment Management
Oregon
$485K -$4.03M -51,529 -89%
MA
981
Montag & Associates
Georgia
$485K – – –
PWMAG
982
Pinnacle Wealth Management Advisory Group
New Jersey
$484K -$7.81K -100 -2%
SYBT
983
Stock Yards Bank & Trust
Kentucky
$483K +$5.93K +76 +1%
NAMA
984
Nikko Asset Management Americas
New York
$476K – – –
GIS
985
Guardian Investor Services
New York
$473K -$8.13K -104 -2%
NAM
986
Nichols Asset Management
Massachusetts
$470K – – –
MHIM
987
MacNealy Hoover Investment Management
Ohio
$469K – – –
HFM
988
Hartford Financial Management
Connecticut
$469K – – –
ACM
989
Argonaut Capital Management
New York
$469K +$469K +6,000 New
YP
990
Yellowstone Partners
Idaho
$464K +$464K +5,944 New
Squarepoint
991
Squarepoint
New York
$462K +$462K +5,920 New
HT
992
HighTower Trust
Texas
$455K – – –
KFS
993
Kurt F. Somerville
$450K -$51.9K -665 -10%
AIM
994
Aspen Investment Management
Michigan
$450K +$12.5K +160 +3%
MJRIC
995
Mogy Joel R Investment Counsel
California
$449K -$31.2K -400 -7%
AL
996
Aspiriant LLC
California
$446K +$446K +5,711 New
QCI
997
Quaker Capital Investments
Pennsylvania
$445K – – –
EIM
998
Emerson Investment Management
Massachusetts
$443K +$2.27K +29 +0.5%
FHC
999
First Heartland Consultants
Missouri
$443K +$3.05K +39 +0.7%
MPM
1000
Meritage Portfolio Management
Kansas
$443K +$101K +1,295 +30%
38 39
40
41 42