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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 %
Commonwealth Equity Services
326
Commonwealth Equity Services
Massachusetts
$11.4M +$258K +2,770 +2%
BFM
327
Boston Financial Management
Massachusetts
$11.3M +$411K +4,414 +4%
TIP
328
Torray Investment Partners
Maryland
$11.3M +$208K +2,235 +2%
AAF
329
Andra AP-fonden
Sweden
$10.8M -$1.96M -21,100 -15%
AC
330
Ascend Capital
California
$10.7M -$11.1M -119,477 -51%
MSU
331
Mizuho Securities USA
New York
$10.7M -$5.49M -59,023 -34%
TAM
332
Trillium Asset Management
Massachusetts
$10.7M +$5.49M +59,057 +107%
GP
333
GLG Partners
United Kingdom
$10.5M +$10.5M +112,503 New
HFS
334
Haverford Financial Services
Pennsylvania
$10.4M +$3.95M +42,500 +61%
LI
335
LMCG Investments
Massachusetts
$10.3M -$54.8K -589 -0.5%
PA
336
Pinnacle Associates
New York
$10.2M +$13.6K +146 +0.1%
Lord, Abbett & Co
337
Lord, Abbett & Co
New Jersey
$10.2M +$288K +3,098 +3%
NMERB
338
New Mexico Educational Retirement Board
New Mexico
$10.1M -$1.16M -12,500 -10%
PGFC
339
Peapack-Gladstone Financial Corp
New Jersey
$10.1M +$684K +7,350 +7%
SIPS
340
Shelter Insurance Profit Sharing
Missouri
$10M – – –
WAM
341
World Asset Management
Michigan
$9.9M -$2.2M -23,604 -18%
BKBG
342
BHF Kleinwort Benson Group
Belgium
$9.89M -$46.5K -500 -0.5%
CC
343
Colrain Capital
Massachusetts
$9.88M +$5.16M +55,500 +110%
GL
344
Globe Life
Texas
$9.86M +$1.67M +18,000 +20%
MC
345
Middleton & Co
Massachusetts
$9.83M +$330K +3,544 +3%
CK
346
Cohen Klingenstein
New York
$9.74M -$98.2K -1,055 -1%
D.E. Shaw & Co
347
D.E. Shaw & Co
New York
$9.73M -$6.37M -68,518 -40%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$9.69M +$506K +5,440 +6%
EIA
349
Edgemoor Investment Advisors
Maryland
$9.67M -$52.4K -562 -0.5%
ARTA
350
A.R.T. Advisors
New York
$9.58M +$9.58M +102,983 New
12 13
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