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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
251
KeyBank National Association
Ohio
$21.3M -$880K -9,281 -4%
SM
252
Seminole Management
New York
$21.2M -$50M -526,721 -70%
Dodge & Cox
253
Dodge & Cox
California
$20.9M -$165K -1,742 -0.8%
GH
254
GAM Holding
Switzerland
$20.9M -$4.9M -51,657 -19%
DCLA
255
Douglas C. Lane & Associates
New York
$20.1M -$179K -1,883 -0.9%
BSA
256
Braun Stacey Associates
New York
$20M -$2.13M -22,485 -10%
IC
257
Inverness Counsel
New York
$19.9M -$4.14M -43,685 -17%
HI
258
Honeywell International
North Carolina
$19.8M – – –
VDI
259
Vaughan David Investments
Illinois
$19.3M -$745K -7,849 -4%
Macquarie Group
260
Macquarie Group
Australia
$18.9M +$3.54M +37,371 +23%
AQR Capital Management
261
AQR Capital Management
Connecticut
$18.9M -$2.71M -28,600 -13%
MIM
262
Martin Investment Management
Florida
$18.9M -$78.2K -824 -0.4%
Royal London Asset Management
263
Royal London Asset Management
United Kingdom
$18.6M -$80.4K -930 -0.4%
AT
264
Arvest Trust
Oklahoma
$18.1M +$53K +559 +0.3%
QBFM
265
QS Batterymarch Financial Management
New York
$18.1M -$3.51M -37,036 -16%
AC
266
Ascend Capital
California
$18M -$3.44M -36,307 -16%
PI
267
Placemark Investments
Illinois
$17.8M +$703K +7,407 +4%
RJA
268
Raymond James & Associates
Florida
$17.8M +$567K +5,976 +3%
Asset Management One
269
Asset Management One
Japan
$17.7M -$706K -7,435 -4%
Lord, Abbett & Co
270
Lord, Abbett & Co
New Jersey
$17.5M +$986K +10,398 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
271
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$17.4M -$4.55M -47,966 -21%
ECA
272
Endeavour Capital Advisors
Connecticut
$17.2M +$2.77M +29,240 +19%
RGI
273
River Global Investors
United Kingdom
$17.1M -$4.62M -48,687 -21%
WT
274
Wilmington Trust
Delaware
$16.4M +$284K +2,994 +2%
VFA
275
Virtus Fund Advisers
Connecticut
$16.4M +$16.4M +172,958 New
9 10
11
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