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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 %
VFAM
351
Valley Forge Asset Management
Pennsylvania
$9.49M -$1.24M -13,725 -12%
SCM
352
Stux Capital Management
New York
$9.38M -$342K -3,800 -4%
Commonwealth Equity Services
353
Commonwealth Equity Services
Massachusetts
$9.26M +$845K +9,386 +10%
MC
354
Middleton & Co
Massachusetts
$9.16M -$231K -2,565 -2%
RAM
355
RK Asset Management
Michigan
$9.13M -$205K -2,280 -2%
B
356
BP
United Kingdom
$9.09M -$8.91M -99,000 -50%
HSA
357
Hussman Strategic Advisors
Maryland
$9M +$4.5M +50,000 +100%
BBHC
358
Brown Brothers Harriman & Co
New York
$8.96M +$397K +4,406 +5%
BAC
359
Boys Arnold & Co
North Carolina
$8.95M -$319K -3,545 -3%
ZIM
360
Zacks Investment Management
Illinois
$8.92M -$2.24M -24,826 -20%
MOACM
361
Mutual of America Capital Management
New York
$8.85M +$10.6K +118 +0.1%
FIB
362
First Interstate Bank
Montana
$8.74M +$37K +411 +0.4%
WF
363
WealthTrust Fairport
Ohio
$8.7M -$445K -4,947 -5%
JEW
364
Jamison Eaton & Wood
New Jersey
$8.57M -$83.3K -925 -1%
CCM
365
Covington Capital Management
California
$8.55M -$327K -3,627 -4%
VRS
366
Virginia Retirement Systems
Virginia
$8.51M +$974K +10,814 +13%
MLL
367
Moody Lynn & Lieberson
Massachusetts
$8.48M -$97.1K -1,079 -1%
RMDI
368
R.M. Davis Inc
Maine
$8.48M -$304K -3,375 -3%
NCM
369
Noesis Capital Mangement
Florida
$8.38M +$123K +1,367 +1%
MPI
370
Mairs & Power Inc
Minnesota
$8.38M -$139K -1,539 -2%
GL
371
GLG LLC
New York
$8.35M +$8.35M +92,782 New
MIM
372
Marco Investment Management
Georgia
$8.23M -$54K -600 -0.7%
V
373
Veritable
Delaware
$8.22M +$31.4K +349 +0.4%
BPBT
374
Boston Private Bank & Trust
Massachusetts
$8.2M -$397K -4,411 -5%
MCM
375
Munder Capital Management
Michigan
$8.08M +$6.44M +71,515 +392%
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