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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 %
AT
276
Arvest Trust
Oklahoma
$16.6M -$195K -2,234 -1%
RJA
277
Raymond James & Associates
Florida
$16.3M -$2.33M -25,917 -13%
Citadel Advisors
278
Citadel Advisors
Florida
$16.2M -$41.4M -460,282 -72%
PI
279
Placemark Investments
Illinois
$16.2M -$4.27M -47,410 -21%
MAA
280
Matrix Asset Advisors
New York
$16.2M -$3.01M -33,408 -16%
TAM
281
Tocqueville Asset Management
New York
$16M -$182K -2,017 -1%
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$15.9M -$686K -7,620 -4%
COPPSERS
283
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.8M -$69.1K -768 -0.4%
Lord, Abbett & Co
284
Lord, Abbett & Co
New Jersey
$15.7M +$8.19M +90,974 +110%
WT
285
Wilmington Trust
Delaware
$15.3M -$66.6K -740 -0.4%
URS
286
Utah Retirement Systems
Utah
$15.3M +$108K +1,200 +0.7%
LHC
287
Levy Harkins & Co
New York
$15.3M -$415K -4,610 -3%
CC
288
Curian Capital
Colorado
$15.3M -$4.59M -51,154 -23%
ARC
289
Absolute Return Capital
Massachusetts
$15.3M -$845K -9,384 -5%
DILH
290
Dai-ichi Life Holdings
Japan
$14.9M -$585K -6,496 -4%
HPC
291
HM Payson & Co
Maine
$14.7M +$4.36M +48,388 +42%
Macquarie Group
292
Macquarie Group
Australia
$14.6M +$477K +5,299 +3%
CIBC Private Wealth Group
293
CIBC Private Wealth Group
Georgia
$14.5M +$14.5M +160,811 New
PP
294
PDT Partners
New York
$14.5M +$14.5M +160,977 New
WT
295
Whittier Trust
California
$14.2M -$2.5M -27,788 -15%
SAM
296
Strategy Asset Managers
California
$13.9M -$685K -7,612 -5%
FBA
297
Front Barnett Associates
Illinois
$13.8M -$224K -2,485 -2%
ECA
298
Endeavour Capital Advisors
Connecticut
$13.7M – – –
SBWIC
299
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.4M -$241K -2,675 -2%
OTPPB
300
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.2M -$3.1M -34,454 -19%
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