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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 %
AAMU
326
AEGON Asset Management (UK)
United Kingdom
$11M +$1.26M +13,958 +13%
RMA
327
Roffman Miller Associates
Pennsylvania
$10.9M +$1.06M +11,741 +11%
NMERB
328
New Mexico Educational Retirement Board
New Mexico
$10.9M +$10.9M +120,513 New
PP
329
Patten & Patten
Tennessee
$10.8M +$62.1K +690 +0.6%
TIP
330
Torray Investment Partners
Maryland
$10.7M – – –
BUB
331
BBVA USA Bancshares
Texas
$10.7M -$1.29M -14,351 -11%
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$10.6M +$1.43M +15,900 +16%
GGI
333
Godsey & Gibb Inc
Virginia
$10.5M -$1.31M -14,575 -11%
BOIA
334
Bush ODonnell Investment Advisors
Missouri
$10.4M +$197K +2,190 +2%
BFM
335
Boston Financial Management
Massachusetts
$10.4M +$36K +400 +0.3%
DJSG
336
D.J. St. Germain
Massachusetts
$10.3M -$496K -5,513 -5%
OC
337
Oppenheimer & Co
New York
$10.2M +$171K +1,900 +2%
PA
338
Pinnacle Associates
New York
$10.1M +$767K +8,515 +8%
LI
339
LMCG Investments
Massachusetts
$9.99M -$2.34K -26 -0%
BKBG
340
BHF Kleinwort Benson Group
Belgium
$9.9M +$1.22M +13,516 +14%
CAM
341
Centre Asset Management
New York
$9.81M +$402K +4,470 +4%
SIPS
342
Shelter Insurance Profit Sharing
Missouri
$9.71M – – –
BOK
343
Bank of Kentucky
Kentucky
$9.71M +$1.87M +20,825 +24%
V
344
ValueWorks
New York
$9.67M -$256K -2,849 -3%
NLGIA
345
Nippon Life Global Investors Americas
New York
$9.66M +$1.85M +20,510 +24%
SSA
346
South Street Advisors
New York
$9.62M +$1.15M +12,720 +14%
ST
347
Stifel Trust
Missouri
$9.61M -$399K -4,430 -4%
EIA
348
Edgemoor Investment Advisors
Maryland
$9.59M -$45K -500 -0.5%
CK
349
Cohen Klingenstein
New York
$9.52M -$63.5K -705 -0.7%
MAM
350
Mizuho Asset Management
Japan
$9.5M -$20.7K -230 -0.2%
12 13
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