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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 %
TAM
1326
Todd Asset Management
Kentucky
– -$24M -258,005 Closed
Kayne Anderson Rudnick Investment Management
1327
Kayne Anderson Rudnick Investment Management
California
– -$22.2M -238,118 Closed
IAM
1328
Impala Asset Management
Florida
– -$21.8M -234,369 Closed
GCM
1329
Grandmaster Capital Management
California
– -$18.4M -197,419 Closed
Marshall Wace
1330
Marshall Wace
United Kingdom
– -$16.8M -180,165 Closed
ESCM
1331
Echo Street Capital Management
New York
– -$16.3M -175,159 Closed
RHBC
1332
R.H. Bluestein & Co
Michigan
– -$16.3M -174,723 Closed
SAM
1333
Strategy Asset Managers
California
– -$13.1M -141,027 Closed
AC
1334
Ascend Capital
California
– -$10.7M -115,154 Closed
Lord, Abbett & Co
1335
Lord, Abbett & Co
New Jersey
– -$10.2M -109,821 Closed
ARTA
1336
A.R.T. Advisors
New York
– -$9.58M -102,983 Closed
CL
1337
CIM LLC
New York
– -$8.79M -94,502 Closed
GL
1338
GLG LLC
New York
– -$8.56M -91,991 Closed
CAM
1339
ClariVest Asset Management
California
– -$7.37M -79,175 Closed
DIA
1340
Dana Investment Advisors
Wisconsin
– -$7.18M -77,182 Closed
KWILP
1341
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$6.68M -71,781 Closed
ZIM
1342
Zacks Investment Management
Illinois
– -$6.52M -70,081 Closed
OCM
1343
Olstein Capital Management
New York
– -$6.42M -69,000 Closed
HHMI
1344
Howard Hughes Medical Institute
Maryland
– -$6.05M -65,000 Closed
LSA
1345
L & S Advisors
California
– -$5.51M -59,227 Closed
CIS
1346
Connors Investor Services
Pennsylvania
– -$5.17M -55,600 Closed
PFC
1347
Phocas Financial Corp
California
– -$4.96M -53,335 Closed
RP
1348
Raiff Partners
New York
– -$4.65M -50,000 Closed
CPS
1349
Counsel Portfolio Services
Ontario, Canada
– -$4.32M -46,412 Closed
MME
1350
Meag Munich Ergo
Germany
– -$3.57M -37,865 Closed
52 53
54
55 56