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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 %
DAM
151
Davis Asset Management
California
$48M +$10.9M +140,000 +29%
SO
152
STRS Ohio
Ohio
$46.8M -$1.16M -14,804 -2%
IG
153
ING Group
Netherlands
$46.1M -$9.04M -115,730 -16%
TCSAM
154
Tyrus Capital S.A.M.
Monaco
$46.1M +$46.1M +590,000 New
JG
155
Jefferies Group
New York
$45.9M +$39.5M +505,759 +619%
Aviva
156
Aviva
United Kingdom
$45.8M +$11.4M +146,278 +33%
RFC
157
Regions Financial Corp
Alabama
$45.4M -$4.23M -54,103 -9%
Primecap Management
158
Primecap Management
California
$45.1M -$1.95M -25,000 -4%
BCIM
159
British Columbia Investment Management
British Columbia, Canada
$44.6M -$10.2M -131,010 -19%
PAMU
160
Pictet Asset Management (UK)
United Kingdom
$44M -$7.23M -93,381 -14%
SA
161
Smithwood Advisers
California
$43M +$43M +550,000 New
Parnassus Investments
162
Parnassus Investments
California
$43M +$43M +550,000 New
RCAMU
163
Rothschild & Co Asset Management US
Connecticut
$41.5M +$41.5M +530,928 New
FAM
164
Fred Alger Management
New York
$41.1M -$113M -1,446,333 -73%
GC
165
Guggenheim Capital
Illinois
$41M +$4.6M +58,898 +13%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$40.8M -$1.05M -13,491 -3%
Retirement Systems of Alabama
167
Retirement Systems of Alabama
Alabama
$39.7M -$1.92M -24,615 -5%
Canada Life
168
Canada Life
Manitoba, Canada
$39.4M -$3.08M -39,495 -7%
BTW
169
Boston Trust Walden
Massachusetts
$39M +$1.44M +18,437 +4%
N
170
Natixis
France
$38.5M -$2.48M -31,807 -6%
Schroder Investment Management Group
171
Schroder Investment Management Group
United Kingdom
$38.3M -$17.2M -220,750 -31%
SBCM
172
Schwerin Boyle Capital Management
Massachusetts
$37.5M +$170K +2,173 +0.5%
Jacobs Levy Equity Management
173
Jacobs Levy Equity Management
New Jersey
$37.3M +$12.8M +163,690 +52%
FMI
174
Factory Mutual Insurance
Massachusetts
$36.8M +$36.8M +470,700 New
APG Asset Management
175
APG Asset Management
Netherlands
$36.5M -$41.1M -526,649 -53%
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