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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 %
Kayne Anderson Rudnick Investment Management
251
Kayne Anderson Rudnick Investment Management
California
$22.2M +$731K +7,858 +3%
IAM
252
Impala Asset Management
Florida
$21.8M +$21.8M +234,369 New
HIMC
253
Heritage Investors Management Corp
Maryland
$21.8M +$175K +1,876 +0.8%
CI
254
Cooper Investors
Australia
$21.6M -$18.9K -203 -0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
255
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.6M -$4.52M -48,600 -17%
HIMCH
256
Hartford Investment Management Co (HIMCO)
Connecticut
$21.2M -$628K -6,747 -3%
IRF
257
IBM Retirement Fund
New York
$21.2M -$97.8K -1,051 -0.5%
Daiwa Securities Group
258
Daiwa Securities Group
Japan
$21.2M +$18.6M +199,750 +720%
FAF
259
Fjarde Ap-fonden
Sweden
$21.1M -$1.65M -17,718 -7%
DCLA
260
Douglas C. Lane & Associates
New York
$21.1M +$532K +5,715 +3%
AR
261
Advisory Research
Illinois
$20.9M -$1.94M -20,822 -8%
KeyBank National Association
262
KeyBank National Association
Ohio
$20.3M -$115K -1,241 -0.6%
1832 Asset Management
263
1832 Asset Management
Ontario, Canada
$19.8M -$24.4M -264,915 -55%
PI
264
Placemark Investments
Illinois
$19.8M +$2.74M +29,431 +16%
FFA
265
First Foundation Advisors
California
$19.7M +$6.59M +70,877 +50%
Dodge & Cox
266
Dodge & Cox
California
$19.6M -$669K -7,188 -3%
EIM
267
ExxonMobil Investment Management
Texas
$19.5M -$1M -10,766 -5%
VDI
268
Vaughan David Investments
Illinois
$19.4M +$361K +3,875 +2%
CCMH
269
Cornerstone Capital Management Holdings
New York
$19.4M -$1.68M -18,103 -8%
QI
270
QS Investors
New York
$19.3M +$16.7M +179,966 +654%
BPC
271
Banque Pictet & Cie
Switzerland
$18.8M -$1.38M -14,785 -7%
RGI
272
River Global Investors
United Kingdom
$18.6M +$15M +161,486 +421%
MIM
273
Martin Investment Management
Florida
$18.5M +$750K +8,058 +4%
GCM
274
Grandmaster Capital Management
California
$18.4M -$1.41M -15,194 -7%
ABTD
275
Arvest Bank Trust Division
Oklahoma
$18.1M +$318K +3,440 +2%
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