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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 %
RMDI
351
R.M. Davis Inc
Maine
$8.91M -$21.9K -231 -0.2%
WF
352
WealthTrust Fairport
Ohio
$8.85M -$318K -3,350 -3%
GL
353
GLG LLC
New York
$8.8M – – –
VRS
354
Virginia Retirement Systems
Virginia
$8.78M -$195K -2,056 -2%
BPBT
355
Boston Private Bank & Trust
Massachusetts
$8.71M +$64.5K +680 +0.7%
CL
356
CIM LLC
New York
$8.7M +$227K +2,395 +3%
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$8.63M +$3.22M +33,952 +60%
PIM
358
Partner Investment Management
California
$8.59M +$2.25M +23,665 +35%
MPI
359
Mairs & Power Inc
Minnesota
$8.58M -$244K -2,575 -3%
V
360
Veritable
Delaware
$8.55M -$116K -1,222 -1%
BBHC
361
Brown Brothers Harriman & Co
New York
$8.51M -$936K -9,863 -10%
MCM
362
Munder Capital Management
Michigan
$8.43M -$89.2K -940 -1%
CBOA
363
Commonwealth Bank of Australia
Australia
$8.38M -$28.9M -304,311 -78%
FBNAT
364
FirstMerit Bank N.A. Trustee
Ohio
$8.36M -$25.8K -272 -0.3%
MLL
365
Moody Lynn & Lieberson
Massachusetts
$8.31M -$630K -6,645 -7%
ZIC
366
ZWJ Investment Counsel
Georgia
$8.29M +$51.5K +543 +0.6%
PP
367
Patten & Patten
Tennessee
$8.12M -$3.3M -34,833 -29%
Zurich Cantonal Bank
368
Zurich Cantonal Bank
Switzerland
$8.08M +$522K +5,504 +7%
TAM
369
Taurus Asset Management
New York
$8.08M -$201K -2,120 -2%
PVH
370
Psagot Value Holdings
Israel
$8.04M -$353K -3,719 -4%
SMI
371
Shelter Mutual Insurance
Missouri
$8M – – –
GIA
372
Granite Investment Advisors
New Hampshire
$7.99M -$3.95M -41,622 -33%
GL
373
Globe Life
Texas
$7.97M – – –
First Trust Advisors
374
First Trust Advisors
Illinois
$7.88M -$4.82M -50,782 -38%
STI
375
Susquehanna Trust & Investment
Pennsylvania
$7.8M +$3.6M +37,985 +86%
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