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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 %
FCCM
1001
First City Capital Management
Georgia
$434K – – –
AIC
1002
Atlantic Investment Company
Georgia
$432K – – –
FHA
1003
First Horizon Advisors
Tennessee
$427K -$12.8K -164 -3%
MBT
1004
Monroe Bank & Trust
Michigan
$425K -$62.8K -804 -13%
ANB
1005
Amarillo National Bank
Texas
$424K -$55.7K -714 -12%
JAFL
1006
Jay A. Fishman Ltd
Michigan
$422K +$154K +1,975 +58%
QSS
1007
Quantitative Systematic Strategies
Florida
$418K +$105K +1,348 +34%
EIM
1008
Essex Investment Management
Massachusetts
$417K – – –
FFC
1009
First Financial Corp
Indiana
$417K – – –
BIM
1010
Baldwin Investment Management
Pennsylvania
$417K +$31.2K +400 +8%
WCM
1011
Weik Capital Management
Pennsylvania
$412K -$3.91K -50 -0.9%
WB
1012
Webster Bank
Connecticut
$412K +$1.41K +18 +0.3%
TH
1013
TCTC Holdings
Texas
$408K -$39K -500 -9%
BJL
1014
Brighton Jones LLC
Washington
$406K -$19.5K -249 -5%
WSTAM
1015
Wilbanks Smith & Thomas Asset Management
Virginia
$403K -$208K -2,660 -34%
ZCA
1016
Zeke Capital Advisors
Pennsylvania
$402K -$28.1K -360 -7%
MBT
1017
Montecito Bank & Trust
California
$400K +$27.7K +354 +7%
CA
1018
Cetera Advisors
Colorado
$399K -$132K -1,692 -25%
SAM
1019
SignalPoint Asset Management
Missouri
$398K +$98.9K +1,266 +33%
TCB
1020
Texas Capital Bancshares
Texas
$397K +$67.2K +860 +20%
LW
1021
Linscomb Wealth
Texas
$396K -$30.5K -390 -7%
TSW
1022
Thompson Siegel & Walmsley
Virginia
$395K +$115K +1,475 +41%
BHC
1023
Bowen Hanes & Co
Florida
$391K -$2.66K -34 -0.7%
CCA
1024
Catalyst Capital Advisors
New York
$391K +$391K +5,000 New
OCG
1025
Opus Capital Group
Ohio
$387K – – –
39 40
41
42 43