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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 %
ICM
301
ICC Capital Management
Florida
$13.2M -$97.7K -1,085 -0.7%
D.E. Shaw & Co
302
D.E. Shaw & Co
New York
$13.1M +$12.3M +136,270 +1,459%
OPCM
303
Osborne Partners Capital Management
California
$12.7M -$106K -1,177 -0.8%
OPERF
304
Oregon Public Employees Retirement Fund
Oregon
$12.7M -$216K -2,400 -2%
LPL Financial
305
LPL Financial
California
$12.6M +$1.35M +15,023 +12%
LS
306
Livforsakringsbolaget Skandia
Sweden
$12.6M +$12.6M +139,640 New
SCM
307
Suffolk Capital Management
New York
$12.5M +$12.5M +138,450 New
WAM
308
Winslow Asset Management
Ohio
$12.4M -$238K -2,644 -2%
HighTower Advisors
309
HighTower Advisors
Illinois
$12.4M -$11.1K -123 -0.1%
FP
310
Foundry Partners
Minnesota
$12.1M -$1.7M -18,930 -12%
ANI
311
American National Insurance
Texas
$12.1M – – –
First Trust Advisors
312
First Trust Advisors
Illinois
$12M +$5.97M +66,292 +98%
Millennium Management
313
Millennium Management
New York
$12M +$12M +133,378 New
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$11.7M -$826K -9,173 -7%
GRQ
315
Gardner Russo & Quinn
Pennsylvania
$11.7M +$256K +2,840 +2%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$11.6M -$128K -1,421 -1%
FFA
317
First Foundation Advisors
California
$11.5M +$28.3K +314 +0.2%
GIA
318
Granite Investment Advisors
New Hampshire
$11.3M -$559K -6,210 -5%
WB
319
WesBanco Bank
West Virginia
$11.3M -$38.7K -430 -0.3%
DekaBank Deutsche Girozentrale
320
DekaBank Deutsche Girozentrale
Germany
$11.3M +$5.24M +57,645 +86%
BB
321
Busey Bank
Illinois
$11.3M +$27.5K +305 +0.2%
WAM
322
World Asset Management
Michigan
$11.3M -$1.6M -17,720 -12%
UB
323
UMB Bank
Missouri
$11.3M +$1.35M +14,999 +14%
GHA
324
GW Henssler & Associates
Georgia
$11.1M +$10.9M +120,573 +5,032%
HCMNY
325
Howard Capital Management (New York)
New York
$11M +$344K +3,817 +3%
11 12
13
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