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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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
251
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.8M -$9.44M -104,882 -31%
HIMC
252
Heritage Investors Management Corp
Maryland
$20.6M -$502K -5,576 -2%
RHBC
253
R.H. Bluestein & Co
Michigan
$20.6M +$427K +4,739 +2%
RGI
254
River Global Investors
United Kingdom
$20.6M -$3.99M -44,280 -16%
AQR Capital Management
255
AQR Capital Management
Connecticut
$20.5M +$12.8M +142,600 +168%
QBFM
256
QS Batterymarch Financial Management
New York
$20.5M +$18.8M +208,747 +1,119%
CCMH
257
Cornerstone Capital Management Holdings
New York
$20.5M -$16.2M -180,202 -44%
GCM
258
Grandmaster Capital Management
California
$20.4M -$1.43M -15,836 -7%
Kayne Anderson Rudnick Investment Management
259
Kayne Anderson Rudnick Investment Management
California
$20.3M +$71.5K +794 +0.4%
AC
260
Ascend Capital
California
$20.3M +$20.3M +225,575 New
Dodge & Cox
261
Dodge & Cox
California
$20M -$132K -1,461 -0.7%
AAF
262
Andra AP-fonden
Sweden
$19.7M +$2.48M +27,500 +14%
PNC
263
Park National Corp
Ohio
$19.4M +$1.96M +21,815 +11%
Royal London Asset Management
264
Royal London Asset Management
United Kingdom
$19.4M -$695K -7,752 -3%
DCLA
265
Douglas C. Lane & Associates
New York
$19.3M +$81.9K +910 +0.4%
PFU
266
Parus Finance (UK)
United Kingdom
$19.1M -$5.78M -64,207 -23%
VDI
267
Vaughan David Investments
Illinois
$19M +$63.9K +710 +0.3%
HI
268
Honeywell International
North Carolina
$18.8M -$90K -1,000 -0.5%
CIM
269
Confluence Investment Management
Missouri
$18.4M +$1.32M +14,623 +8%
Nomura Holdings
270
Nomura Holdings
Japan
$18.2M +$9.82M +108,556 +118%
WBC
271
Westpac Banking Corp
Australia
$18M +$562K +6,246 +3%
MIM
272
Martin Investment Management
Florida
$18M -$793K -8,810 -4%
Asset Management One
273
Asset Management One
Japan
$17.5M +$905K +10,024 +5%
EB
274
Eastern Bank
Massachusetts
$17.5M -$1.24M -13,769 -7%
Connor, Clark & Lunn Investment Management (CC&L)
275
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.8M +$6.34M +63,800 +61%
9 10
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