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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 %
CC
276
Curian Capital
Colorado
$16.9M -$651 -7 -0%
Marshall Wace
277
Marshall Wace
United Kingdom
$16.8M -$19.3M -207,697 -54%
HPC
278
HM Payson & Co
Maine
$16.5M +$778K +8,367 +5%
ESCM
279
Echo Street Capital Management
New York
$16.3M -$4.66M -50,084 -22%
RHBC
280
R.H. Bluestein & Co
Michigan
$16.3M -$292K -3,143 -2%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$16M +$689K +7,400 +4%
NAM
282
North American Management
Massachusetts
$16M +$343K +3,685 +2%
SB
283
Suntrust Banks
Georgia
$15.9M -$2.49M -26,770 -14%
MAA
284
Matrix Asset Advisors
New York
$15.8M -$89.3K -960 -0.6%
TAM
285
Tocqueville Asset Management
New York
$15.3M -$187K -2,015 -1%
EB
286
Eastern Bank
Massachusetts
$15.2M +$158K +1,700 +1%
COPPSERS
287
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.1M -$252K -2,708 -2%
BSA
288
Braun Stacey Associates
New York
$15M -$1.55M -16,700 -9%
Asset Management One
289
Asset Management One
Japan
$15M -$2.27M -24,125 -13%
DnB Asset Management
290
DnB Asset Management
Norway
$14.9M +$934K +10,040 +7%
CIBC Private Wealth Group
291
CIBC Private Wealth Group
Georgia
$14.8M +$80.9K +870 +0.6%
HighTower Advisors
292
HighTower Advisors
Illinois
$14.7M +$659K +7,088 +5%
URS
293
Utah Retirement Systems
Utah
$14.6M – – –
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$14.6M +$1.5M +15,930 +11%
VFAM
295
Valley Forge Asset Management
Pennsylvania
$14.5M +$425K +4,566 +3%
Cohen & Steers
296
Cohen & Steers
New York
$14.2M -$614K -6,600 -4%
Millennium Management
297
Millennium Management
New York
$13.9M -$107M -1,148,389 -89%
LPL Financial
298
LPL Financial
California
$13.8M +$473K +5,088 +4%
VFA
299
Virtus Fund Advisers
Connecticut
$13.7M +$205K +2,206 +2%
LHC
300
Levy Harkins & Co
New York
$13.7M +$266K +2,860 +2%
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