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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 %
IC
1226
Intersect Capital
California
$77K – – –
FAM
1227
Formidable Asset Management
Ohio
$76K -$393 -5 -0.5%
TCCM
1228
Timber Creek Capital Management
Massachusetts
$76K – – –
SAM
1229
Solaris Asset Management
New York
$74K – – –
ZB
1230
Zions Bancorporation
Utah
$74K +$74K +940 New
CB
1231
Community Bank
New York
$72K – – –
VCM
1232
Vigilant Capital Management
Maine
$66K – – –
WA
1233
WealthTrust-Arizona
Arizona
$66K +$23.6K +303 +56%
BRWM
1234
B. Riley Wealth Management
Tennessee
$65K +$11.7K +151 +22%
NSIM
1235
North Star Investment Management
Illinois
$64K -$15.6K -200 -20%
WCM
1236
Westend Capital Management
California
$61K -$1.33M -16,870 -96%
OSNBOA
1237
Old Second National Bank of Aurora
Illinois
$59K – – –
DOA
1238
D'Orazio & Associates
Virginia
$56K – – –
FNYS
1239
First New York Securities
New York
$54.7K +$54.7K +700 New
FA
1240
Financial Advantage
Maryland
$53K – – –
HF
1241
Hoxton Financial
West Virginia
$52K -$78.1K -1,000 -60%
PC
1242
Permit Capital
Pennsylvania
$51K – – –
OC
1243
Oakworth Capital
Alabama
$51K – – –
WCM
1244
Wealthcare Capital Management
Virginia
$50K +$2.89K +37 +6%
CFG
1245
CKW Financial Group
Hawaii
$50K +$19.4K +248 +63%
BAM
1246
Bruderman Asset Management
New York
$50K +$50K +643 New
WP
1247
WealthPLAN Partners
Nebraska
$48K +$48K +593 New
SFWA
1248
Summit Financial Wealth Advisors
Louisiana
$46K +$34K +424 +283%
SAC
1249
Smith Affiliated Capital
New York
$44.9K -$53.5K – –
HPBT
1250
High Point Bank & Trust
North Carolina
$44K – – –
48 49
50
51 52