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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 %
CS
201
Candriam SCA
Luxembourg
$30.9M -$2.55M -32,589 -8%
CAM
202
Cacti Asset Management
Georgia
$30.9M +$6.18M +79,160 +25%
SAM
203
Sawgrass Asset Management
Florida
$30.7M +$9.23M +118,100 +43%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$30.7M -$1.78M -22,750 -5%
PWLP
205
Prio Wealth Limited Partnership
Massachusetts
$30.6M +$4.52M +57,820 +17%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$30.4M -$5.15M -65,981 -15%
BFS
207
Bradley Foster & Sargent
Connecticut
$30.2M +$3.05M +39,037 +11%
AIG
208
American International Group
New York
$30.2M +$1.27M +16,212 +4%
KBC Group
209
KBC Group
Belgium
$29.2M -$2.11M -27,060 -7%
CTB
210
Country Trust Bank
Illinois
$28.9M +$1.29M +16,543 +5%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$28.6M -$8.74M -111,824 -23%
ESBC
212
E.S. Barr & Co
Kentucky
$28.6M +$1.22M +15,590 +4%
Calamos Advisors
213
Calamos Advisors
Illinois
$28.5M +$8.98K +115 +0%
MG
214
Markel Group
Virginia
$28.2M +$937K +12,000 +3%
TU
215
TDAM USA
Ontario, Canada
$28.1M +$1.56M +20,018 +6%
Nomura Asset Management
216
Nomura Asset Management
Japan
$27.7M -$2.89M -36,940 -9%
CM
217
CS McKee
Pennsylvania
$27.5M -$2.44M -31,186 -8%
RG
218
Renaissance Group
Kentucky
$27.4M -$662K -8,469 -2%
DWA
219
Douglass Winthrop Advisors
New York
$26.8M +$873K +11,172 +3%
SOMRS
220
State of Michigan Retirement System
Michigan
$26.4M -$2.22M -28,400 -8%
ERSOT
221
Employees Retirement System of Texas
Texas
$26.4M -$1.91M -24,400 -7%
ECA
222
Endeavour Capital Advisors
Connecticut
$25.9M +$4.1M +52,481 +19%
TPSF
223
Texas Permanent School Fund
Texas
$25.6M -$799K -10,226 -3%
CIM
224
Confluence Investment Management
Missouri
$25.6M +$4.74M +60,701 +23%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$25.5M -$3.2M -41,020 -11%
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