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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 %
VFA
301
Virtus Fund Advisers
Connecticut
$12.7M -$2.43M -27,717 -16%
LHC
302
Levy Harkins & Co
New York
$12.7M -$2.09M -23,903 -14%
HA
303
Hays Advisory
Tennessee
$12.5M -$559K -6,380 -4%
OC
304
Oppenheimer & Co
New York
$12.3M +$2.53M +28,890 +26%
LPL Financial
305
LPL Financial
California
$12.3M -$626K -7,295 -5%
FFA
306
First Foundation Advisors
California
$12.3M +$834K +9,527 +7%
DekaBank Deutsche Girozentrale
307
DekaBank Deutsche Girozentrale
Germany
$12.2M +$1.3M +14,790 +12%
OPCM
308
Osborne Partners Capital Management
California
$12.2M -$68.2K -779 -0.6%
OPERF
309
Oregon Public Employees Retirement Fund
Oregon
$12.1M +$52.5K +600 +0.4%
AAF
310
Andra AP-fonden
Sweden
$12M +$3.45M +39,400 +40%
ANI
311
American National Insurance
Texas
$11.8M – – –
Macquarie Group
312
Macquarie Group
Australia
$11.6M -$5.84M -66,760 -33%
AAMU
313
AEGON Asset Management (UK)
United Kingdom
$11.5M +$268K +3,061 +2%
RCM
314
Riverhead Capital Management
Delaware
$11.5M -$14.7M -168,254 -56%
WAM
315
World Asset Management
Michigan
$11.4M +$535K +6,114 +5%
WB
316
WesBanco Bank
West Virginia
$11.3M +$344K +3,933 +3%
RMA
317
Roffman Miller Associates
Pennsylvania
$11.3M +$464K +5,304 +4%
GRQ
318
Gardner Russo & Quinn
Pennsylvania
$11.3M -$108K -1,235 -1%
LCM
319
Lomas Capital Management
New York
$11.2M +$11.2M +128,100 New
LS
320
Livforsakringsbolaget Skandia
Sweden
$11.2M -$1.4M -16,000 -11%
GGI
321
Godsey & Gibb Inc
Virginia
$11M +$867K +9,910 +9%
BUB
322
BBVA USA Bancshares
Texas
$11M +$920K +10,505 +9%
HCMNY
323
Howard Capital Management (New York)
New York
$10.8M +$324K +3,705 +3%
NMERB
324
New Mexico Educational Retirement Board
New Mexico
$10.6M +$87.5K +1,000 +0.8%
Commonwealth Equity Services
325
Commonwealth Equity Services
Massachusetts
$10.5M +$1.27M +14,485 +14%
11 12
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