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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 %
SPC
1076
Stewart & Patten Company
California
$320K -$15.6K -200 -5%
WA
1077
Wheatland Advisors
Pennsylvania
$320K – – –
LA
1078
LVW Advisors
New York
$318K +$6.1K +78 +2%
SNT
1079
Security National Trust
West Virginia
$317K -$46.8K -600 -13%
DTL
1080
Dynamic Technology Lab
Singapore
$317K +$317K +4,053 New
HVIA
1081
Hudson Valley Investment Advisors
New York
$314K +$107K +1,375 +52%
FMLI
1082
Fukoku Mutual Life Insurance
Japan
$312K -$156K -2,000 -33%
BDF
1083
Balasa Dinverno & Foltz
$311K -$177K -2,264 -36%
CPA
1084
Capital Planning Advisors
California
$311K +$29.3K +375 +10%
MCWS
1085
McKinley Carter Wealth Services
West Virginia
$308K +$7.5K +96 +2%
DI
1086
Diligent Investors
California
$308K +$308K +3,969 New
HAIM
1087
Hunter Associates Investment Management
Pennsylvania
$306K – – –
CBN
1088
Cadence Bank NA
Texas
$306K +$39.8K +510 +15%
PCM
1089
Parsons Capital Management
Rhode Island
$305K +$54.7K +700 +22%
FFSOTS
1090
Fiduciary Financial Services of The Southwest
Texas
$304K -$66.4K -850 -18%
PHS
1091
Pekin Hardy Strauss
Illinois
$303K +$303K +3,881 New
GLI
1092
Guardian Life Insurance
New York
$300K -$96.9K -1,238 -24%
WMC
1093
Westwood Management Corporation
Illinois
$297K -$484K -6,190 -62%
IAS
1094
IMA Advisory Services
Colorado
$297K – – –
BCMO
1095
Buckingham Capital Management (Ohio)
Ohio
$296K – – –
VDBMI
1096
Van Den Berg Management I
Texas
$295K -$31.3K -400 -10%
PTB
1097
Pioneer Trust Bank
Oregon
$295K +$33.6K +430 +13%
UR
1098
USCA RIA
Texas
$294K +$59.8K +766 +26%
QC
1099
QCM Cayman
Texas
$290K +$290K +3,714 New
BFA
1100
Benedict Financial Advisors
Georgia
$289K +$318 +4 +0.1%
42 43
44
45 46