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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
$1.52B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$917M
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
$733M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
Capital World Investors
California
$3.75B
3
LPU
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
State Street
Massachusetts
$3.24B
5
Bank of America
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1176
Burt Wealth Advisors
Maryland
$212K – – –
SAM
1177
Security Asset Management
New York
$211K – – –
WA
1178
WFG Advisors
Texas
$208K -$237K -3,027 -53%
SFI
1179
SPC Financial Inc
Maryland
$208K – – –
FA
1180
Fagan Associates
New York
$207K +$1.17K +15 +0.6%
HW
1181
Hancock Whitney
Mississippi
$204K -$2.67M -34,225 -93%
CD
1182
Carl Domino
Florida
$204K -$156K -2,000 -43%
BCM
1183
Blume Capital Management
California
$204K +$31.2K +400 +18%
EP
1184
Elkhorn Partners
Nebraska
$203K +$7.81K +100 +4%
NPIT
1185
National Penn Investors Trust
Pennsylvania
$201K -$1.17K -15 -0.6%
W
1186
Wealthfront
California
$195K +$6.89K +88 +4%
AW
1187
Alpha Windward
Massachusetts
$182K -$3.68K -47 -2%
PCM
1188
Prelude Capital Management
New York
$180K +$180K +2,300 New
BL
1189
Balentine LLC
Georgia
$179K +$179K +2,295 New
LNB
1190
Ledyard National Bank
$171K -$14.8K -190 -8%
MMG
1191
Monetary Management Group
Missouri
$164K -$201K -2,575 -55%
BBPWM
1192
Blue Bell Private Wealth Management
Pennsylvania
$159K – – –
HP
1193
Hikari Power
Japan
$156K – – –
TNB
1194
Thomasville National Bank
Georgia
$155K +$155K +1,975 New
FWM
1195
Focused Wealth Management
New York
$151K +$156 +2 +0.1%
ASN
1196
Advisory Services Network
Georgia
$149K +$78K +977 +110%
HCM
1197
Horan Capital Management
Maryland
$143K +$143K +1,837 New
LWM
1198
Lenox Wealth Management
Ohio
$140K -$6.86K -88 -5%
CWM
1199
Catamount Wealth Management
Connecticut
$136K -$57.3K -733 -30%
AIM
1200
Advantage Investment Management
Iowa
$136K +$3.14K +40 +2%
46 47
48
49 50