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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 %
SGDR
1351
SPX Gestao de Recursos
Brazil
– -$3.26M -35,000 Closed
QIM
1352
Quantitative Investment Management
Virginia
– -$3.12M -33,500 Closed
ECML
1353
Eagle Capital Management (Louisiana)
Louisiana
– -$2.91M -31,321 Closed
FAM
1354
Foothills Asset Management
Arizona
– -$2.6M -27,908 Closed
FAM
1355
Fortaleza Asset Management
Illinois
– -$2.53M -27,216 Closed
GCA
1356
Gideon Capital Advisors
New York
– -$2.18M -23,426 Closed
TCM
1357
Twin Capital Management
Pennsylvania
– -$2.13M -22,908 Closed
BMCMI
1358
Bryn Mawr Capital Management Inc
Pennsylvania
– -$2.03M -21,834 Closed
CL
1359
CFS LLC
Oklahoma
– -$2.02M -21,750 Closed
AIM
1360
abrdn Investment Management
United Kingdom
– -$1.9M -20,415 Closed
Belvedere Trading
1361
Belvedere Trading
Illinois
– -$1.87M -20,041 Closed
MFIMFI
1362
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$1.71M -18,412 Closed
HCC
1363
Hirtle Callaghan & Co
Pennsylvania
– -$1.66M -17,795 Closed
PCM
1364
Princeton Capital Management
New Jersey
– -$1.54M -16,596 Closed
AI
1365
Analytic Investors
California
– -$1.45M -15,617 Closed
JWM
1366
Jackson Wealth Management
Florida
– -$1.37M -14,747 Closed
CWM
1367
Confluence Wealth Management
Oregon
– -$1.17M -12,614 Closed
FWIA
1368
Fort Washington Investment Advisors
Ohio
– -$1.15M -12,304 Closed
DI
1369
Dalton Investments
Nevada
– -$1.14M -12,200 Closed
DCM
1370
Dupont Capital Management
Delaware
– -$1.13M -12,125 Closed
BRA
1371
Bender Robert & Associates
California
– -$212K -11,858 Closed
CC
1372
Cannell & Co
New York
– -$1.08M -11,550 Closed
LA
1373
Lau Associates
Delaware
– -$996K -10,700 Closed
PNAA
1374
Pictet North America Advisors
Switzerland
– -$931K -10,010 Closed
CAM
1375
Centre Asset Management
New York
– -$893K -9,600 Closed
53 54
55
56 57