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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 %
CIC
1401
Chilton Investment Company
Connecticut
– -$242K -2,600 Closed
HC
1402
Highmount Capital
New York
– -$238K -2,559 Closed
FC
1403
Forte Capital
New York
– -$235K -2,531 Closed
PHK
1404
Point72 Hong Kong
Hong Kong
– -$235K -2,527 Closed
DAM
1405
Doheny Asset Management
California
– -$233K -2,500 Closed
HIM
1406
Harbour Investment Management
Washington
– -$233K -2,500 Closed
MHS
1407
M Holdings Securities
Oregon
– -$230K -2,477 Closed
VCAM
1408
Van Cleef Asset Management
Ohio
– -$226K -2,425 Closed
EWM
1409
Empirical Wealth Management
Washington
– -$225K -2,421 Closed
CCM
1410
CWH Capital Management
Washington
– -$223K -2,395 Closed
LG
1411
Laidlaw Group
New York
– -$221K -2,371 Closed
EWM
1412
Endurance Wealth Management
Rhode Island
– -$218K -2,350 Closed
CCMD
1413
Cypress Capital Management (Delaware)
Delaware
– -$218K -2,338 Closed
CASB
1414
Cape Ann Savings Bank
Massachusetts
– -$215K -2,310 Closed
SHGA
1415
Sand Hill Global Advisors
California
– -$215K -2,309 Closed
IWA
1416
Inspirion Wealth Advisors
Illinois
– -$214K -2,300 Closed
RP
1417
Reinhart Partners
Wisconsin
– -$214K -2,300 Closed
WA
1418
Wealth Architects
California
– -$213K -2,287 Closed
HCM
1419
Hall Capital Management
Rhode Island
– -$211K -2,270 Closed
CL
1420
CPWM LLC
Washington
– -$211K -2,268 Closed
MPIA
1421
Mountain Pacific Investment Advisers
Idaho
– -$208K -2,230 Closed
HC
1422
HHG & Company
Connecticut
– -$207K -2,225 Closed
AL
1423
Agran Libbie
California
– -$206K -2,209 Closed
SLA
1424
Silver Lake Advisory
Utah
– -$205K -2,204 Closed
BIA
1425
Biondo Investment Advisors
Pennsylvania
– -$205K -2,201 Closed
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