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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 %
MAM
1151
Marquette Asset Management
Minnesota
$229K -$6.8K -87 -3%
CFA
1152
Carroll Financial Associates
North Carolina
$229K +$121K +1,540 +111%
CWP
1153
Capital Wealth Planning
Florida
$227K – – –
1IA
1154
1834 Investment Advisors
Wisconsin
$227K +$47.8K +611 +27%
BOTW
1155
Bank of the West
California
$226K -$236K -3,014 -51%
SIC
1156
Salem Investment Counselors
North Carolina
$226K -$50.7K -650 -18%
SAMC
1157
Shinko Asset Management Company
Japan
$226K -$24.1K -309 -10%
CGT
1158
Capital Guardian Trust
California
$226K +$105K +1,341 +87%
JPTCCM
1159
J.P. Turner & Co Capital Management
Georgia
$226K +$226K +2,827 New
TSWM
1160
Triangle Securities Wealth Management
North Carolina
$225K – – –
FFBTD
1161
First Financial Bank - Trust Division
Ohio
$224K – – –
RT
1162
Rockland Trust
Massachusetts
$224K +$224K +2,863 New
HWA
1163
Heritage Wealth Advisors
Virginia
$223K – – –
KTC
1164
Kistler-Tiffany Companies
Pennsylvania
$222K +$3.91K +50 +2%
GAM
1165
Gotham Asset Management
New York
$222K +$222K +2,843 New
HDIM
1166
Hanson & Doremus Investment Management
Vermont
$221K – – –
GKIM
1167
GW&K Investment Management
Massachusetts
$220K +$1.56K +20 +0.7%
HH
1168
Hilltop Holdings
Texas
$218K +$218K +2,788 New
RC
1169
RegentAtlantic Capital
New Jersey
$217K -$7.73K -99 -3%
TI
1170
Telemetry Investments
New York
$215K -$162K -2,070 -43%
GA
1171
Geneva Advisors
Illinois
$215K -$112K -1,440 -34%
AP
1172
Appleton Partners
Massachusetts
$215K -$45.4K -580 -17%
OA
1173
Oxbow Advisors
Texas
$214K – – –
VFA
1174
Voya Financial Advisors
Connecticut
$214K +$214K +2,745 New
CA
1175
Capital Advantage
California
$213K – – –
45 46
47
48 49