AXP icon

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 %
TIP
326
Torray Investment Partners
Maryland
$10.4M – – –
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$10.4M +$697K +7,957 +7%
B
328
BP
United Kingdom
$10.3M +$1.49M +17,000 +17%
BFM
329
Boston Financial Management
Massachusetts
$10.3M +$172K +1,967 +2%
GHA
330
GW Henssler & Associates
Georgia
$10.2M -$635K -7,258 -6%
ODCM
331
Old Dominion Capital Management
Virginia
$10.2M +$40.3K +46 +0.4%
CAM
332
Centre Asset Management
New York
$10.1M +$859K +9,810 +9%
Robeco Institutional Asset Management
333
Robeco Institutional Asset Management
Netherlands
$9.85M +$3.99M +45,565 +68%
DJSG
334
D.J. St. Germain
Massachusetts
$9.8M +$58.3K +666 +0.6%
LI
335
LMCG Investments
Massachusetts
$9.74M +$21.4K +244 +0.2%
PA
336
Pinnacle Associates
New York
$9.6M -$21.4K -245 -0.2%
SIPS
337
Shelter Insurance Profit Sharing
Missouri
$9.45M – – –
BKBG
338
BHF Kleinwort Benson Group
Belgium
$9.35M -$324K -3,706 -3%
Lord, Abbett & Co
339
Lord, Abbett & Co
New Jersey
$9.34M -$6.79M -77,507 -42%
V
340
ValueWorks
New York
$9.34M +$15.8K +180 +0.2%
CK
341
Cohen Klingenstein
New York
$9.25M – – –
EIA
342
Edgemoor Investment Advisors
Maryland
$9.14M -$24.8K -283 -0.3%
IC
343
Inverness Counsel
New York
$9.11M -$9.22M -105,291 -50%
BOIA
344
Bush ODonnell Investment Advisors
Missouri
$9.01M -$86.8K -991 -1%
SMDAM
345
Sumitomo Mitsui DS Asset Management
Japan
$8.99M -$905K -10,342 -9%
MC
346
Middleton & Co
Massachusetts
$8.94M -$170K -1,945 -2%
PGFC
347
Peapack-Gladstone Financial Corp
New Jersey
$8.9M +$931K +10,640 +12%
BOK
348
Bank of Kentucky
Kentucky
$8.8M -$29.3K -335 -0.3%
ICM
349
ICC Capital Management
Florida
$8.7M -$4.05M -46,235 -32%
Janney Montgomery Scott
350
Janney Montgomery Scott
Pennsylvania
$8.64M -$59K -674 -0.7%
12 13
14
15 16