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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 %
GW
1126
GW & Wade
Massachusetts
$259K -$36.6K -468 -12%
SFG
1127
SNS Financial Group
Minnesota
$259K – – –
Koshinski Asset Management
1128
Koshinski Asset Management
Illinois
$258K – – –
RDM
1129
Retirement Design & Management
Connecticut
$257K -$2M -25,481 -89%
MAA
1130
Mraz Amerine & Associates
California
$256K – – –
HCM
1131
Hollencrest Capital Management
California
$255K -$373K -4,783 -59%
TNAM
1132
Terra Nova Asset Management
New York
$252K +$252K +3,225 New
MC
1133
Maverick Capital
Texas
$250K +$250K +3,200 New
W
1134
Wealthquest
Ohio
$249K – – –
BOS
1135
Bingham Osborn & Scarborough
California
$248K -$24.7K -316 -9%
AI
1136
Accredited Investors
Minnesota
$247K -$7.44K -95 -3%
ACA
1137
Anchor Capital Advisors
Massachusetts
$246K -$70.2K -900 -22%
DT
1138
Diversified Trust
Tennessee
$245K – – –
PP
1139
Palladium Partners
Virginia
$240K -$1.87K -24 -0.8%
GT
1140
Greenleaf Trust
Michigan
$239K +$44.9K +575 +23%
BFM
1141
Boothbay Fund Management
New York
$239K +$239K +3,060 New
MIP
1142
Marietta Investment Partners
Wisconsin
$234K – – –
VCM
1143
Violich Capital Management
California
$234K – – –
FANJ
1144
Financial Architects (New Jersey)
New Jersey
$234K +$2.66K +34 +1%
AB
1145
AT Bancorp
Iowa
$234K +$39K +500 +20%
STMM
1146
South Texas Money Management
Texas
$234K +$234K +2,993 New
BFEC
1147
Benjamin F. Edwards & Company
Missouri
$233K -$7.83K -100 -3%
S
1148
SignatureFD
Georgia
$231K -$4.76K -61 -2%
ZF
1149
Zhang Financial
Michigan
$230K – – –
GWM
1150
Gupta Wealth Management
California
$230K +$230K +2,946 New
44 45
46
47 48