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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
1
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$917M
3
VAM
3
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
2
Capital World Investors
California
$3.75B
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
4
State Street
Massachusetts
$3.24B
5
Bank of America
5
Bank of America
North Carolina
$383M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFSG
1301
Community Financial Services Group
Vermont
$5K – – –
UB
1302
UMB Bank
Missouri
$4.72K -$4.94K -63,249 -51%
IMS
1303
Index Management Solutions
Pennsylvania
$4K -$27.4K -329 -87%
CPIG
1304
Chicago Partners Investment Group
Illinois
$4K -$19.7K -187 -83%
AT
1305
Arden Trust
Delaware
$3.02K +$810 +10,369 +37%
HCM
1306
Horrell Capital Management
Arkansas
$3K – – –
VNA
1307
Valley National Advisers
Pennsylvania
$2K +$2K +31 New
OSAM
1308
O'Shaughnessy Asset Management
Connecticut
$1K -$62.8K -816 -98%
CG
1309
Colony Group
Massachusetts
$1K -$2.21K -42 -69%
SA
1310
SRH Advisors
Kansas
$1K – – –
BCMIO
1311
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
WAS
1312
Winch Advisory Services
Wisconsin
$1K +$1K +18 New
WA
1313
WBH Advisory
Maryland
$877 +$11 +136 +1%
SSA
1314
South Street Advisors
New York
$859 – – –
WG
1315
Welch Group
Alabama
$213 -$8 -105 -4%
MCM
1316
Marsico Capital Management
Colorado
– -$217M -2,327,342 Closed
FPP
1317
Findlay Park Partners
United Kingdom
– -$78.8M -846,532 Closed
AI
1318
Axiom Investors
Connecticut
– -$54.9M -589,550 Closed
Capital Fund Management (CFM)
1319
Capital Fund Management (CFM)
France
– -$51.4M -552,816 Closed
O
1320
OppenheimerFunds
New York
– -$50.8M -546,016 Closed
SGAM
1321
Smith Group Asset Management
Texas
– -$46.2M -497,948 Closed
BAPIM
1322
British Airways Pensions Investment Management
United Kingdom
– -$44.3M -476,368 Closed
EA
1323
Euclid Advisors
Connecticut
– -$38.5M -413,960 Closed
OCAM
1324
Onex Canada Asset Management
Ontario, Canada
– -$29.8M -320,775 Closed
PFU
1325
Parus Finance (UK)
United Kingdom
– -$29M -311,233 Closed
51 52
53
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