AXP icon

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 %
V
351
ValueWorks
New York
$9.55M -$377K -4,048 -4%
BOIA
352
Bush ODonnell Investment Advisors
Missouri
$9.52M -$57.2K -615 -0.6%
MIM
353
Marco Investment Management
Georgia
$9.46M +$344K +3,700 +4%
RCM
354
Riverhead Capital Management
Delaware
$9.41M -$2.8M -30,078 -23%
SMDAM
355
Sumitomo Mitsui DS Asset Management
Japan
$9.29M -$262K -2,813 -3%
UCFA
356
United Capital Financial Advisors
Texas
$9.26M +$525K +5,643 +6%
CIBC Asset Management
357
CIBC Asset Management
Ontario, Canada
$9.25M -$1.82M -19,516 -16%
BOK
358
Bank of Kentucky
Kentucky
$9.13M -$225K -2,415 -2%
RMDI
359
R.M. Davis Inc
Maine
$9.09M +$423K +4,550 +5%
FIB
360
First Interstate Bank
Montana
$9.01M +$56.4K +606 +0.6%
WAM
361
Winslow Asset Management
Ohio
$8.99M -$65.3K -702 -0.7%
BPBT
362
Boston Private Bank & Trust
Massachusetts
$8.98M +$435K +4,672 +5%
Zurich Cantonal Bank
363
Zurich Cantonal Bank
Switzerland
$8.97M +$970K +10,427 +12%
MOACM
364
Mutual of America Capital Management
New York
$8.94M -$38.1K -409 -0.4%
RAM
365
RK Asset Management
Michigan
$8.85M -$3.72K -40 -0%
LS
366
Livforsakringsbolaget Skandia
Sweden
$8.82M -$3.1M -33,300 -26%
CL
367
CIM LLC
New York
$8.79M +$101K +1,089 +1%
JEW
368
Jamison Eaton & Wood
New Jersey
$8.77M -$153K -1,645 -2%
ZIC
369
ZWJ Investment Counsel
Georgia
$8.76M +$417K +4,484 +5%
NCM
370
Noesis Capital Mangement
Florida
$8.75M -$164K -1,759 -2%
CAM
371
Coronation Asset Management
South Africa
$8.67M +$8.67M +93,224 New
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$8.64M +$6.67M +71,650 +338%
MPI
373
Mairs & Power Inc
Minnesota
$8.61M +$100K +1,075 +1%
GL
374
GLG LLC
New York
$8.56M – – –
CCM
375
Covington Capital Management
California
$8.54M -$98.8K -1,062 -1%
13 14
15
16 17