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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 %
MIM
351
Marco Investment Management
Georgia
$8.57M +$193K +2,200 +2%
WAM
352
Winslow Asset Management
Ohio
$8.52M -$21.4K -245 -0.3%
MOACM
353
Mutual of America Capital Management
New York
$8.45M +$47.3K +540 +0.6%
FIB
354
First Interstate Bank
Montana
$8.43M +$154K +1,760 +2%
JEW
355
Jamison Eaton & Wood
New Jersey
$8.39M +$104K +1,191 +1%
NCM
356
Noesis Capital Mangement
Florida
$8.38M +$49.1K +561 +0.6%
RAM
357
RK Asset Management
Michigan
$8.3M -$40.1K -460 -0.5%
UCFA
358
United Capital Financial Advisors
Texas
$8.21M +$4.82M +55,026 +142%
CL
359
CIM LLC
New York
$8.18M +$146K +1,667 +2%
RMDI
360
R.M. Davis Inc
Maine
$8.15M -$72.7K -830 -0.9%
CCM
361
Covington Capital Management
California
$8.12M -$60.8K -695 -0.7%
WF
362
WealthTrust Fairport
Ohio
$8.07M -$100K -1,145 -1%
ST
363
Stifel Trust
Missouri
$8.06M -$492K -5,619 -6%
GL
364
GLG LLC
New York
$8.05M -$69.2K -791 -0.9%
LOAMS
365
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.05M +$7.1M +80,687 +746%
BPBT
366
Boston Private Bank & Trust
Massachusetts
$8.04M +$2.71K +31 +0%
MPI
367
Mairs & Power Inc
Minnesota
$8.01M +$87.5K +1,000 +1%
V
368
Veritable
Delaware
$7.97M +$76.8K +877 +1%
DMIC
369
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.87M +$1.46M +16,637 +23%
ZIC
370
ZWJ Investment Counsel
Georgia
$7.85M +$206K +2,355 +3%
BBHC
371
Brown Brothers Harriman & Co
New York
$7.75M -$105K -1,200 -1%
CBOA
372
Commonwealth Bank of Australia
Australia
$7.73M – – –
PP
373
Patten & Patten
Tennessee
$7.73M +$237K +2,710 +3%
GL
374
Globe Life
Texas
$7.7M +$350K +4,000 +5%
Zurich Cantonal Bank
375
Zurich Cantonal Bank
Switzerland
$7.53M +$71.7K +819 +1%
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