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 %
AWM
1251
AllSquare Wealth Management
New York
$44K +$8.47K +109 +24%
GI
1252
Gradient Investments
Minnesota
$43K -$2.35K -30 -5%
IC
1253
IKOS CIF
Cyprus
$43K +$43K +545 New
CAW
1254
Cornerstone Advisors (Washington)
Washington
$40K +$25.6K +327 +178%
QAM
1255
QCI Asset Management
New York
$39K – – –
WCMN
1256
Westchester Capital Management (Nebraska)
Nebraska
$39K – – –
TFO
1257
Tarbox Family Office
California
$38K -$386 -5 -1%
SIA
1258
SeaBridge Investment Advisors
New Jersey
$37K – – –
TCM
1259
Tradewinds Capital Management
Washington
$34K -$16.5K -210 -33%
HI
1260
Hudock Inc
Pennsylvania
$33K +$17.2K +217 +109%
CCMW
1261
Cypress Capital Management (Wyoming)
Wyoming
$31.2K – – –
SSG
1262
Summit Securities Group
New York
$31K -$101K -1,300 -76%
PIM
1263
Parasol Investment Management
Illinois
$31K +$11.8K +150 +62%
ACS
1264
Archford Capital Strategies
Illinois
$30.8K -$715K -9,154 -96%
AF
1265
Allworth Financial
California
$30K +$30K +378 New
SIG
1266
Stanford Investment Group
California
$29K – – –
H
1267
Hexavest
Quebec, Canada
$29K +$29K +369 New
TFA
1268
Transamerica Financial Advisors
Florida
$24K -$79 -1 -0.3%
CHP
1269
Cable Hill Partners
Oregon
$24K – – –
TC
1270
Trust Company
Kansas
$23K +$23K +300 New
CG
1271
Cleary Gull
Wisconsin
$23K +$23K +300 New
KPCM
1272
Kings Point Capital Management
New York
$22K +$2.67K +35 +14%
PSI
1273
Pinnacle Summer Investments
Virginia
$22K +$3.61K +45 +20%
CP
1274
Corbenic Partners
Pennsylvania
$21K – – –
AP
1275
Advisors Preferred
Maryland
$20K +$20K +256 New
49 50
51
52 53