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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $79.1B invested in American Express in 2014 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 384 increasing their positions, 540 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+13
Holders Change %
+1.08%
% of All Funds
35.2%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
2.17%
New
91
Increased
384
Reduced
540
Closed
63
Calls
$503M
Puts
$564M
Net Calls
-$60.7M
Net Calls Change
+$71.2M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$270M
2
Wells Fargo
Wells Fargo
California
+$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
4
ClearBridge Investments
ClearBridge Investments
New York
+$139M
5
MC
Montag & Caldwell
Georgia
+$98.9M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$705M
2
LPC
Lone Pine Capital
Connecticut
-$399M
3
IIS
Ignis Investment Services
United Kingdom
-$396M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$245M
5
State Street
State Street
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSDF
226
Michael & Susan Dell Foundation
New York
$25.3M – – –
AI
227
Analytic Investors
California
$25.2M +$24.3M +269,707 +2,778%
GH
228
GAM Holding
Switzerland
$24.4M -$253K -2,811 -1%
GIBU
229
Gulf International Bank (UK)
United Kingdom
$24.3M -$9.18K -102 -0%
AR
230
Advisory Research
Illinois
$23.9M -$1.51M -16,722 -6%
HNB
231
Huntington National Bank
Ohio
$23.7M +$463K +5,142 +2%
AG
232
Aperio Group
California
$23.6M +$23.6M +262,529 New
STC
233
SEI Trust Company
Pennsylvania
$23.6M -$2.71M -30,144 -10%
Parallax Volatility Advisers
234
Parallax Volatility Advisers
California
$23.5M +$4.39M +48,723 +23%
Los Angeles Capital Management
235
Los Angeles Capital Management
California
$23.5M +$164K +1,821 +0.7%
ASRS
236
Arizona State Retirement System
Arizona
$23.2M -$567K -6,300 -2%
GAI
237
General American Investors
New York
$23M -$900K -10,000 -4%
IC
238
Inverness Counsel
New York
$22.8M -$708K -7,860 -3%
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$22.8M +$1.48M +16,407 +7%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$22.7M -$13.2M -146,223 -37%
HIMCH
241
Hartford Investment Management Co (HIMCO)
Connecticut
$22.7M -$821K -9,117 -3%
PRCM
242
Pine River Capital Management
Minnesota
$22.6M +$22.6M +250,493 New
Stifel Financial
243
Stifel Financial
Missouri
$22.1M +$22.1M +245,148 New
IRF
244
IBM Retirement Fund
New York
$22M -$12M -134,134 -35%
PWLP
245
Prio Wealth Limited Partnership
Massachusetts
$21.6M -$402K -4,464 -2%
EIM
246
ExxonMobil Investment Management
Texas
$21.5M -$45.3K -503 -0.2%
KeyBank National Association
247
KeyBank National Association
Ohio
$21M -$3.44M -38,156 -14%
BSA
248
Braun Stacey Associates
New York
$21M -$1.14M -12,645 -5%
SAM
249
Sawgrass Asset Management
Florida
$20.9M -$509K -5,650 -2%
CI
250
Cooper Investors
Australia
$20.9M -$2.37M -26,293 -10%
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