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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 %
VIA
1026
Vantage Investment Advisors
Pennsylvania
$387K +$197K +2,530 +104%
ATC
1027
Adirondack Trust Company
New York
$386K -$207K -2,645 -35%
WPC
1028
Waters Parkerson & Co
Louisiana
$385K +$78.1K +1,000 +25%
MBTD
1029
Mechanics Bank - Trust Department
California
$384K -$21.5K -275 -5%
DSC
1030
Duncker Streett & Co
Missouri
$383K -$1.96K -25 -0.5%
TIA
1031
Tiemann Investment Advisors
California
$383K +$27.3K +350 +8%
SMC
1032
Smith, Moore & Co
Missouri
$380K +$1.25K +16 +0.3%
TIP
1033
Torray Investment Partners
Maryland
$379K -$9.11M -116,665 -96%
SFU
1034
Stonehage Fleming (UK)
United Kingdom
$378K +$56.1K +718 +17%
HIC
1035
Harvey Investment Company
Kentucky
$377K – – –
RIG
1036
Roosevelt Investment Group
New York
$375K – – –
FDS
1037
First Dallas Securities
Texas
$375K +$375K +4,800 New
PWW
1038
Pettyjohn Wood & White
Virginia
$373K -$23.4K -300 -6%
FPCM
1039
Financial Partners Capital Management
New York
$372K -$172K -2,200 -32%
LJAC
1040
L.J. Altfest & Co
New York
$372K -$23.5K -300 -6%
SC
1041
Schulhoff & Co
Ohio
$371K – – –
HB
1042
Homrich & Berg
Georgia
$370K +$4.69K +60 +1%
RFA
1043
Reilly Financial Advisors
California
$370K +$313K +4,008 +554%
BP
1044
Ballentine Partners
Massachusetts
$367K +$14.4K +184 +4%
BA
1045
Boston Advisors
Massachusetts
$365K -$35.1K -450 -9%
RAM
1046
RWC Asset Management
United Kingdom
$361K – – –
BST
1047
Bath Savings Trust
Maine
$358K – – –
MIC
1048
MU Investments Company
Japan
$357K -$26.6K -340 -7%
BO
1049
Bank OZK
Arkansas
$355K +$141K +1,800 +66%
PIM
1050
Profit Investment Management
Maryland
$354K -$1.81M -23,146 -84%
40 41
42
43 44