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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 %
BKBG
326
BHF Kleinwort Benson Group
Belgium
$10.5M +$55.3K +583 +0.5%
PA
327
Pinnacle Associates
New York
$10.4M -$182K -1,918 -2%
SIPS
328
Shelter Insurance Profit Sharing
Missouri
$10.2M – – –
BAC
329
Boys Arnold & Co
North Carolina
$10.2M +$777K +8,187 +8%
V
330
ValueWorks
New York
$10.1M -$83K -875 -0.8%
CK
331
Cohen Klingenstein
New York
$10M – – –
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$10M +$272K +2,870 +3%
CAM
333
Centre Asset Management
New York
$9.98M -$360K -3,800 -3%
EIA
334
Edgemoor Investment Advisors
Maryland
$9.92M -$188K -1,985 -2%
MC
335
Middleton & Co
Massachusetts
$9.87M +$213K +2,242 +2%
BOIA
336
Bush ODonnell Investment Advisors
Missouri
$9.86M -$1.1M -11,624 -10%
B
337
BP
United Kingdom
$9.58M – – –
BOK
338
Bank of Kentucky
Kentucky
$9.57M -$664K -6,995 -6%
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
$9.43M +$1.54M +16,241 +20%
AAF
340
Andra AP-fonden
Sweden
$9.32M -$11.4M -120,200 -55%
ST
341
Stifel Trust
Missouri
$9.27M -$859K -9,055 -8%
WAM
342
Winslow Asset Management
Ohio
$9.25M -$3.81M -40,113 -29%
MOACM
343
Mutual of America Capital Management
New York
$9.11M -$222K -2,345 -2%
MIM
344
Marco Investment Management
Georgia
$9.08M +$408K +4,300 +5%
RAM
345
RK Asset Management
Michigan
$9.07M -$557K -5,875 -6%
NCM
346
Noesis Capital Mangement
Florida
$9.03M +$196K +2,070 +2%
JEW
347
Jamison Eaton & Wood
New Jersey
$8.98M -$45.4K -479 -0.5%
FIB
348
First Interstate Bank
Montana
$8.96M -$249K -2,627 -3%
CCM
349
Covington Capital Management
California
$8.96M -$138K -1,437 -2%
FP
350
Foundry Partners
Minnesota
$8.96M -$3.83M -40,383 -30%
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