AXP icon

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 %
RI
1201
Redwood Investments
Massachusetts
$133K – – –
CAL
1202
Capital Analysts LLC
Pennsylvania
$132K +$34.5K +441 +35%
BAM
1203
Brave Asset Management
New Jersey
$125K – – –
PMFA
1204
Plante Moran Financial Advisors
Michigan
$124K +$6.54K +84 +6%
TCM
1205
TD Capital Management
Tennessee
$119K -$119K -1,519 -50%
HRIA
1206
Haberer Registered Investment Advisor
Ohio
$117K -$27.6K -354 -19%
VIM
1207
Veritas Investment Management
United Kingdom
$117K +$117K +1,500 New
CHC
1208
City Holding Co
West Virginia
$115K +$2.26K +29 +2%
MWP
1209
MYCIO Wealth Partners
Pennsylvania
$115K +$7.81K +100 +7%
FMII
1210
Farmers & Merchants Investments Inc
Nebraska
$115K +$90.8K +1,166 +375%
M
1211
MOTCO
Texas
$102K -$75K -969 -42%
AWS
1212
Aris Wealth Services
Pennsylvania
$97K +$97K +1,238 New
DAM
1213
Delta Asset Management
Tennessee
$96K – – –
EFSCE
1214
Enterprise Financial Services Corp (EFSC)
Missouri
$94K -$10.4K -133 -10%
MCM
1215
MV Capital Management
Maryland
$94K – – –
HCM
1216
Highlander Capital Management
New Jersey
$94K – – –
GAM
1217
Gemmer Asset Management
California
$94K +$6.65K +85 +8%
NYLT
1218
New York Life Trust
New York
$94K +$88.4K +1,137 +1,579%
CA
1219
CapWealth Advisors
Tennessee
$94K +$94K +1,200 New
TWMP
1220
Taylor Wealth Management Partners
Massachusetts
$90K +$90K +1,150 New
SAM
1221
Shamrock Asset Management
Texas
$83K -$24.8K -318 -23%
HCP
1222
Holt Capital Partners
Texas
$82K -$39K -500 -32%
MWAN
1223
Mariner Wealth Advisors (NYC)
Kansas
$81K +$81K +1,034 New
KLWA
1224
Kelly Lawrence W & Associates
California
$78K – – –
GWS
1225
Glassman Wealth Services
Virginia
$78K – – –
47 48
49
50 51