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American Express
AXP

Overview Fund Activity

1,318 hedge funds and large institutions have $79.3B invested in American Express in 2014 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 478 increasing their positions, 461 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
+83
Holders Change %
+6.72%
% of All Funds
35.17%
Holding in Top 10
63
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+26%
% of All Funds
1.68%
New
160
Increased
478
Reduced
461
Closed
63
Calls
$501M
Puts
$696M
Net Calls
-$195M
Net Calls Change
+$12.9M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$430M
2
State Street
State Street
Massachusetts
+$222M
3
Morgan Stanley
Morgan Stanley
New York
+$156M
4
MCM
Marsico Capital Management
Colorado
+$145M
5
CI
Cambiar Investors
Colorado
+$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$655M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$398M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
DSA
Davis Selected Advisers
Arizona
-$213M
5
CCI
Columbus Circle Investors
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
226
Mitsubishi UFJ Asset Management
Japan
$28.4M +$4.95M +53,239 +21%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28M -$2.84M -30,500 -9%
AG
228
Aperio Group
California
$27.6M +$355K +3,820 +1%
BMO
229
Beck Mack & Oliver
New York
$27.4M -$912K -9,800 -3%
RJA
230
Raymond James & Associates
Florida
$27.1M +$6.87M +73,824 +34%
ECA
231
Endeavour Capital Advisors
Connecticut
$26M +$9.16M +98,445 +54%
National Pension Service
232
National Pension Service
South Korea
$25.9M -$3.1M -33,273 -11%
SAM
233
Sawgrass Asset Management
Florida
$25.6M +$4.35M +46,710 +20%
ACM
234
Aquamarine Capital Management
New York
$25.3M +$25.3M +272,430 New
TBC
235
Tweedy, Browne Co
Connecticut
$25.3M -$943K -10,134 -4%
GIBU
236
Gulf International Bank (UK)
United Kingdom
$25.2M +$50.1K +538 +0.2%
GH
237
GAM Holding
Switzerland
$25M +$3.54M +38,052 +16%
MA
238
MUFG Americas
New York
$25M -$454K -4,882 -2%
Fiera Capital (Canada)
239
Fiera Capital (Canada)
Quebec, Canada
$24.9M +$441K +4,745 +2%
CIM
240
Confluence Investment Management
Missouri
$24.8M +$2.44M +26,213 +11%
HNB
241
Huntington National Bank
Ohio
$24.7M +$21.2K +228 +0.1%
TAM
242
Todd Asset Management
Kentucky
$24M -$77.9K -837 -0.3%
BG
243
Bahl & Gaynor
Ohio
$23.4M +$22.7M +243,473 +2,907%
SEI Investments
244
SEI Investments
Pennsylvania
$23.4M +$23.4M +251,643 New
ASRS
245
Arizona State Retirement System
Arizona
$23.2M -$140K -1,500 -0.6%
TG
246
TCW Group
California
$23.2M -$17.9M -191,900 -44%
CCM
247
Check Capital Management
California
$22.8M +$22.8M +245,414 New
GAI
248
General American Investors
New York
$22.8M -$930K -10,000 -4%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$22.8M +$1.86M +20,015 +9%
PNC
250
Park National Corp
Ohio
$22.3M +$180K +1,936 +0.8%
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