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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 %
MAA
276
Matrix Asset Advisors
New York
$16.3M -$796K -8,394 -5%
TAM
277
Tocqueville Asset Management
New York
$16M -$846K -8,918 -5%
CC
278
Curian Capital
Colorado
$16M -$193K -2,034 -1%
LHC
279
Levy Harkins & Co
New York
$16M -$168K -1,768 -1%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.8M -$791K -8,335 -5%
VFAM
281
Valley Forge Asset Management
Pennsylvania
$15.8M +$5.79M +61,025 +58%
EB
282
Eastern Bank
Massachusetts
$15.1M -$3.27M -34,418 -18%
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
$15M -$221K -2,325 -1%
URS
284
Utah Retirement Systems
Utah
$14.9M -$1.21M -12,800 -8%
Fiera Capital (Canada)
285
Fiera Capital (Canada)
Quebec, Canada
$14.6M -$13.8M -145,668 -49%
SCM
286
Sandler Capital Management
New York
$14.5M +$14.5M +153,000 New
LPL Financial
287
LPL Financial
California
$14.3M +$1.04M +10,942 +8%
WT
288
Whittier Trust
California
$14.3M -$643K -6,779 -4%
FBA
289
Front Barnett Associates
Illinois
$14.2M -$257K -2,705 -2%
DILH
290
Dai-ichi Life Holdings
Japan
$14.2M -$1.47M -15,519 -9%
SAM
291
Strategy Asset Managers
California
$14.2M -$499K -5,264 -3%
SBWIC
292
Schaper Benz & Wise Investment Counsel
Wisconsin
$14.1M -$14.4K -152 -0.1%
HA
293
Hays Advisory
Tennessee
$14.1M +$14.1M +148,670 New
OTPPB
294
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.8M -$76.2K -803 -0.5%
ICM
295
ICC Capital Management
Florida
$13.8M -$74.9K -790 -0.5%
HighTower Advisors
296
HighTower Advisors
Illinois
$13.7M +$680K +7,168 +5%
LS
297
Livforsakringsbolaget Skandia
Sweden
$13.7M +$417K +4,400 +3%
OPCM
298
Osborne Partners Capital Management
California
$13.3M -$134K -1,415 -1%
OPERF
299
Oregon Public Employees Retirement Fund
Oregon
$13.1M -$294K -3,100 -2%
SCM
300
Suffolk Capital Management
New York
$13.1M -$66.4K -700 -0.5%
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