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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 %
LJHT
1051
Laurie J. Hall Trustee
$354K – – –
LCM
1052
Liberty Capital Management
Michigan
$352K – – –
RGNCM
1053
R.G. Niederhoffer Capital Management
New York
$352K +$352K +4,500 New
RIL
1054
Rothschild Investment LLC
Illinois
$350K +$96.2K +1,230 +38%
PC
1055
Polar Capital
United Kingdom
$350K +$350K +4,483 New
TL
1056
Tirschwell & Loewy
New York
$348K -$7.82K -100 -2%
SBH
1057
Segall Bryant & Hamill
Illinois
$347K -$4.84K -62 -1%
TWA
1058
TCI Wealth Advisors
Arizona
$347K – – –
Connor, Clark & Lunn Investment Management (CC&L)
1059
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$344K -$62.5K -800 -15%
WC
1060
Whitnell & Co
Illinois
$343K +$78 +1 +0%
GSBTD
1061
Glenview State Bank Trust Department
Illinois
$342K -$78.2K -1,000 -19%
GIM
1062
Greylin Investment Management
Virginia
$342K – – –
TTWM
1063
TCV Trust & Wealth Management
Virginia
$340K – – –
CYG
1064
Clean Yield Group
Vermont
$336K +$13.4K +172 +4%
PHAM
1065
Palisades Hudson Asset Management
Florida
$334K – – –
VAM
1066
Visium Asset Management
New York
$334K +$35.5K +455 +12%
FIM
1067
Frontier Investment Management
Texas
$333K +$333K +4,296 New
TBA
1068
Train Babcock Advisors
New York
$332K – – –
EA
1069
Emerald Advisers
Pennsylvania
$330K +$58.6K +755 +22%
WEC
1070
Winslow Evans & Crocker
Massachusetts
$329K +$199K +2,550 +153%
ZAM
1071
Zevin Asset Management
Massachusetts
$329K – – –
NL
1072
NWAM LLC
Washington
$328K -$11.9K -152 -3%
AIM
1073
Assured Investment Management
New York
$327K +$327K +4,181 New
FNBTCON
1074
First National Bank & Trust Co of Newtown
Pennsylvania
$324K – – –
MWAC
1075
Mariner Wealth Advisors (Cincinnati)
Ohio
$323K +$23.1K +295 +8%
41 42
43
44 45