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American Express
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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 %
CB
126
Cooke & Bieler
Pennsylvania
$67.6M +$10.7M +136,743 +19%
Stifel Financial
127
Stifel Financial
Missouri
$64.9M -$13.9M -177,720 -18%
CIC
128
Crawford Investment Counsel
Georgia
$64.8M +$792K +10,133 +1%
OCM
129
Osterweis Capital Management
California
$64M +$63.6M +814,355 +15,151%
GLA
130
Great Lakes Advisors
Illinois
$63.8M +$1.9M +24,301 +3%
BGIM
131
Brandywine Global Investment Management
Pennsylvania
$63.2M +$1.37M +17,584 +2%
Nordea Investment Management
132
Nordea Investment Management
Sweden
$61.5M +$2.06M +26,386 +3%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$60.8M -$5.94M -76,082 -9%
US Bancorp
134
US Bancorp
Minnesota
$60.7M -$1.05M -13,384 -2%
Public Employees Retirement Association of Colorado
135
Public Employees Retirement Association of Colorado
Colorado
$60.3M -$17.4M -223,357 -22%
GIA
136
Gateway Investment Advisers
Ohio
$60.1M -$494K -6,324 -0.8%
Victory Capital Management
137
Victory Capital Management
Texas
$59.9M +$54.5M +697,416 +1,003%
State of New Jersey Common Pension Fund D
138
State of New Jersey Common Pension Fund D
New Jersey
$58.9M – – –
1832 Asset Management
139
1832 Asset Management
Ontario, Canada
$58.5M +$41.7M +533,070 +247%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$58.2M -$15.9M -203,805 -21%
GT
141
Glenmede Trust
Pennsylvania
$56.3M -$706K -9,034 -1%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$54.2M +$920K +11,773 +2%
NAM
143
NorthCoast Asset Management
Connecticut
$53.5M +$15.6M +200,273 +41%
State of Wisconsin Investment Board
144
State of Wisconsin Investment Board
Wisconsin
$52.6M -$1.47M -18,850 -3%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$52.2M -$202K -2,589 -0.4%
SIM
146
Sprucegrove Investment Management
Ontario, Canada
$51.2M +$24.9M +318,700 +95%
WM
147
WS Management
Florida
$51M -$1.56M -20,000 -3%
AAMU
148
AEGON Asset Management (UK)
United Kingdom
$50.1M +$39.8M +509,766 +387%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$50.1M +$37.7M +482,435 +303%
KFC
150
Klingenstein Fields & Co
New York
$49.7M -$16M -205,335 -24%
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