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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 %
GG
176
Gofen & Glossberg
Illinois
$36.1M +$2.36M +30,173 +7%
VOYA Investment Management
177
VOYA Investment Management
Georgia
$36.1M +$2.16M +27,607 +6%
BMO
178
Beck Mack & Oliver
New York
$36.1M +$13M +166,796 +57%
CAM
179
Coronation Asset Management
South Africa
$35.9M +$28.7M +366,924 +394%
CCM
180
Check Capital Management
California
$35.8M +$16.6M +212,686 +87%
BNP Paribas Asset Management
181
BNP Paribas Asset Management
France
$35.5M -$33.7M -431,262 -49%
MI
182
Markston International
New York
$35M +$2.56M +32,813 +8%
Credit Agricole
183
Credit Agricole
France
$35M -$9.98M -127,801 -22%
TIM
184
Thornburg Investment Management
New Mexico
$35M +$35M +447,810 New
OTPPB
185
Ontario Teachers' Pension Plan Board
Ontario, Canada
$34.7M +$24M +306,910 +224%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$34.5M +$10.6M +136,294 +45%
Luther King Capital Management (LKCM)
187
Luther King Capital Management (LKCM)
Texas
$34.3M +$4.96M +63,457 +17%
BG
188
Bahl & Gaynor
Ohio
$34.1M +$14.5M +185,014 +73%
SAM
189
Sentinel Asset Management
Vermont
$34.1M +$156K +2,000 +0.5%
MAMU
190
Marathon Asset Management (UK)
United Kingdom
$33.9M -$408K -5,208 -1%
CB
191
Commerce Bank
Missouri
$33.8M +$2M +25,562 +6%
NFA
192
Nationwide Fund Advisors
Ohio
$33.6M -$825K -10,556 -2%
Nomura Holdings
193
Nomura Holdings
Japan
$33.2M +$27M +336,820 +430%
ProShare Advisors
194
ProShare Advisors
Maryland
$33.2M -$2.94M -37,606 -8%
FIM
195
Foresters Investment Management
New York
$32.9M +$1.97M +25,170 +6%
KIG
196
Kovitz Investment Group
Illinois
$32.8M +$5.32M +68,084 +19%
SI
197
Sentry Investments
Ontario, Canada
$32.3M +$32.3M +414,000 New
Korea Investment Corp
198
Korea Investment Corp
South Korea
$32.3M +$3.8M +48,700 +13%
ACI
199
AMP Capital Investors
Australia
$31.9M -$1.02M -13,081 -3%
Janus Henderson Group
200
Janus Henderson Group
United Kingdom
$31.2M -$9.45M -120,948 -23%
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