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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 %
IOOF
1101
Independent Order of Foresters
Ontario, Canada
$289K +$289K +3,700 New
GVT
1102
Genesee Valley Trust
New York
$288K – – –
CCMG
1103
Clark Capital Management Group
Pennsylvania
$286K -$25.9K -331 -8%
MCC
1104
Mid Continent Capital
Illinois
$286K -$18K -230 -6%
CA
1105
Cambridge Advisors
Nebraska
$286K -$11.7K -150 -4%
BCM
1106
Brookstone Capital Management
Illinois
$279K +$94.9K +1,217 +52%
Verition Fund Management
1107
Verition Fund Management
Connecticut
$279K +$279K +3,575 New
GHAM
1108
Gilman Hill Asset Management
Connecticut
$277K -$1.87K -24 -0.7%
FNBOH
1109
First National Bank of Hutchinson
Kansas
$275K – – –
GCIA
1110
Gabelli & Co Investment Advisers
New York
$273K – – –
EVM
1111
Evelyn V. Moreno
$273K – – –
Manulife (Manufacturers Life Insurance)
1112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$272K +$143K +1,830,469 +110%
TDC
1113
Thompson Davis & Co
Virginia
$272K +$229K +2,935 +533%
BPCA
1114
Bank Pictet & Cie (Asia)
Singapore
$272K +$272K +3,480 New
BHIA
1115
Birch Hill Investment Advisors
Massachusetts
$271K – – –
CG
1116
Caprock Group
Idaho
$271K +$19.6K +250 +8%
CCG
1117
Chatham Capital Group
Georgia
$266K -$1.24M -15,879 -82%
ST
1118
Spinnaker Trust
Maine
$266K -$783 -10 -0.3%
NCM
1119
Neumann Capital Management
California
$266K – – –
EAM
1120
Evanson Asset Management
California
$265K -$39.1K -500 -13%
MCM
1121
MAI Capital Management
Ohio
$263K +$3.75K +48 +1%
PAG
1122
Pinnacle Advisory Group
Maryland
$261K – – –
SGH
1123
Schonfeld Group Holdings
New York
$261K +$261K +3,337 New
BHTS
1124
Bar Harbor Trust Services
Maine
$260K – – –
I
1125
IberiaBank
Louisiana
$260K +$70.3K +899 +37%
43 44
45
46 47