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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 %
FBA
301
Front Barnett Associates
Illinois
$13.5M -$166K -1,787 -1%
SBWIC
302
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.5M -$229K -2,457 -2%
DILH
303
Dai-ichi Life Holdings
Japan
$13.4M -$537K -5,767 -4%
WT
304
Whittier Trust
California
$13.3M -$438K -4,708 -3%
B
305
BP
United Kingdom
$13.2M +$2.23M +24,000 +20%
OC
306
Oppenheimer & Co
New York
$13.2M +$102K +1,097 +0.8%
SAM
307
Strategy Asset Managers
California
$13.1M -$655K -7,040 -5%
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$13.1M +$7.62M +81,907 +140%
OPCM
309
Osborne Partners Capital Management
California
$13M +$76.7K +824 +0.6%
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$13M +$76.2K +819 +0.6%
OTPPB
311
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.8M -$2.04M -21,942 -14%
DJSG
312
D.J. St. Germain
Massachusetts
$12.6M +$2.16M +23,264 +21%
ANI
313
American National Insurance
Texas
$12.5M – – –
RMA
314
Roffman Miller Associates
Pennsylvania
$12.5M +$494K +5,311 +4%
AAMU
315
AEGON Asset Management (UK)
United Kingdom
$12.3M -$9.77K -105 -0.1%
HCMNY
316
Howard Capital Management (New York)
New York
$12.2M +$815K +8,757 +7%
GHA
317
GW Henssler & Associates
Georgia
$12.2M +$1.32M +14,204 +12%
SW
318
SVB Wealth
Massachusetts
$12.2M +$12.2M +130,660 New
HA
319
Hays Advisory
Tennessee
$12.1M -$1.1M -11,775 -8%
GRQ
320
Gardner Russo & Quinn
Pennsylvania
$11.9M -$49.9K -536 -0.4%
WB
321
WesBanco Bank
West Virginia
$11.8M -$246K -2,641 -2%
Macquarie Group
322
Macquarie Group
Australia
$11.7M -$663K -7,130 -5%
GGI
323
Godsey & Gibb Inc
Virginia
$11.7M -$45.6K -490 -0.4%
BUB
324
BBVA USA Bancshares
Texas
$11.6M -$96.5K -1,037 -0.8%
UB
325
UMB Bank
Missouri
$11.5M +$469K +5,041 +4%
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