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American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
276
Endeavour Capital Advisors
Connecticut
$15.8M – – –
EAM
277
EverPoint Asset Management
Connecticut
$15.8M +$15.8M +180,000 New
BSA
278
Braun Stacey Associates
New York
$15.6M -$2.79M -31,920 -15%
RHBC
279
R.H. Bluestein & Co
Michigan
$15.6M -$5.32M -60,813 -25%
MSU
280
Mizuho Securities USA
New York
$15.2M +$15.2M +173,993 New
D.E. Shaw & Co
281
D.E. Shaw & Co
New York
$15.2M +$9.81M +112,054 +183%
MAA
282
Matrix Asset Advisors
New York
$15M -$67.3K -769 -0.4%
HPC
283
HM Payson & Co
Maine
$14.8M +$14.8M +168,917 New
NAM
284
North American Management
Massachusetts
$14.7M +$12.3M +140,394 +511%
TAM
285
Tocqueville Asset Management
New York
$14.6M -$154K -1,758 -1%
COPPSERS
286
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.5M -$147K -1,675 -1%
Mackenzie Financial
287
Mackenzie Financial
Ontario, Canada
$14.4M +$13.7M +156,236 +1,891%
EB
288
Eastern Bank
Massachusetts
$14.2M +$176K +2,007 +1%
Cohen & Steers
289
Cohen & Steers
New York
$13.9M -$15.7M -179,600 -53%
OTPPB
290
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.9M +$1.18M +13,453 +9%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$13.8M -$29K -331 -0.2%
URS
292
Utah Retirement Systems
Utah
$13.7M -$35K -400 -0.3%
HighTower Advisors
293
HighTower Advisors
Illinois
$13.2M +$564K +6,443 +4%
VFAM
294
Valley Forge Asset Management
Pennsylvania
$13.2M -$1.36M -15,549 -9%
DnB Asset Management
295
DnB Asset Management
Norway
$13.1M +$1.6M +18,300 +14%
DILH
296
Dai-ichi Life Holdings
Japan
$13.1M -$53K -605 -0.4%
SAM
297
Strategy Asset Managers
California
$13M -$133K -1,517 -1%
WT
298
Whittier Trust
California
$13M -$208K -2,380 -2%
SBWIC
299
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.9M -$125K -1,425 -1%
FBA
300
Front Barnett Associates
Illinois
$12.9M -$243K -2,777 -2%
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