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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 %
Voloridge Investment Management
301
Voloridge Investment Management
Florida
$12.9M +$12.9M +135,649 New
ANI
302
American National Insurance
Texas
$12.7M – – –
DnB Asset Management
303
DnB Asset Management
Norway
$12.5M +$12.5M +131,764 New
FFA
304
First Foundation Advisors
California
$12.4M +$275K +2,894 +2%
GRQ
305
Gardner Russo & Quinn
Pennsylvania
$12.3M +$31.8K +335 +0.3%
AAMU
306
AEGON Asset Management (UK)
United Kingdom
$12.2M +$673K +7,098 +6%
BB
307
Busey Bank
Illinois
$12M +$117K +1,237 +1%
WB
308
WesBanco Bank
West Virginia
$11.9M -$9.01K -95 -0.1%
GHA
309
GW Henssler & Associates
Georgia
$11.8M +$118K +1,248 +1%
DekaBank Deutsche Girozentrale
310
DekaBank Deutsche Girozentrale
Germany
$11.8M -$40.3K -424 -0.3%
WAM
311
World Asset Management
Michigan
$11.8M -$135K -1,419 -1%
RMA
312
Roffman Miller Associates
Pennsylvania
$11.7M +$195K +2,055 +2%
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$11.4M – – –
TIP
314
Torray Investment Partners
Maryland
$11.3M +$26.9K +284 +0.2%
HCMNY
315
Howard Capital Management (New York)
New York
$11.3M -$269K -2,835 -2%
Daiwa Securities Group
316
Daiwa Securities Group
Japan
$11.1M +$14.2K +150 +0.1%
UB
317
UMB Bank
Missouri
$11.1M -$765K -8,064 -6%
GGI
318
Godsey & Gibb Inc
Virginia
$11M -$10.9K -115 -0.1%
BFM
319
Boston Financial Management
Massachusetts
$10.9M -$7.59K -80 -0.1%
BUB
320
BBVA USA Bancshares
Texas
$10.9M -$376K -3,965 -3%
SMDAM
321
Sumitomo Mitsui DS Asset Management
Japan
$10.7M -$1.65M -17,350 -13%
OC
322
Oppenheimer & Co
New York
$10.6M -$127K -1,334 -1%
DJSG
323
D.J. St. Germain
Massachusetts
$10.6M -$261K -2,755 -2%
LI
324
LMCG Investments
Massachusetts
$10.5M +$8.92K +94 +0.1%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$10.5M -$1.64M -17,327 -14%
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