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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 %
CL
376
CIM LLC
New York
$8.04M -$97.6K -1,084 -1%
DKCM
377
Davidson Kempner Capital Management
New York
$8.01M +$8.01M +89,000 New
PVH
378
Psagot Value Holdings
Israel
$7.97M +$344K +3,824 +5%
FBNAT
379
FirstMerit Bank N.A. Trustee
Ohio
$7.96M -$10.5K -117 -0.1%
TAM
380
Taurus Asset Management
New York
$7.86M -$302K -3,350 -4%
ZIC
381
ZWJ Investment Counsel
Georgia
$7.82M +$90.4K +1,004 +1%
SMI
382
Shelter Mutual Insurance
Missouri
$7.58M – – –
GL
383
Globe Life
Texas
$7.56M – – –
FSA
384
Franklin Street Advisors
North Carolina
$7.54M -$385K -4,275 -5%
Janney Montgomery Scott
385
Janney Montgomery Scott
Pennsylvania
$7.49M +$1.13M +12,551 +18%
BPC
386
Banque Pictet & Cie
Switzerland
$7.48M +$1.1M +12,256 +17%
DBT
387
Dubuque Bank & Trust
Iowa
$7.4M -$604K -6,705 -8%
HHMI
388
Howard Hughes Medical Institute
Maryland
$7.36M -$48.7K -541 -0.7%
SAM
389
Securian Asset Management
Minnesota
$7.32M -$44.2K -491 -0.6%
LBC
390
Lowe Brockenbrough & Co
Virginia
$7.27M -$210K -2,335 -3%
GAM
391
Griffin Asset Management
New York
$7.23M -$430K -4,779 -6%
QIM
392
Quest Investment Management
Oregon
$7.2M -$1.3M -14,454 -15%
Zurich Cantonal Bank
393
Zurich Cantonal Bank
Switzerland
$7.17M +$1.68M +18,687 +31%
AHB
394
Abner Herrman & Brock
New Jersey
$7.16M -$7.65K -85 -0.1%
CAM
395
ClariVest Asset Management
California
$7.13M -$396K -4,400 -5%
PCI
396
Pacifica Capital Investments
Texas
$7.08M -$484K -5,380 -6%
B
397
Barings
North Carolina
$7.06M +$1.68M +18,700 +31%
BC
398
Bartlett & Co
Ohio
$7.02M -$336K -3,734 -5%
WTC
399
WhitTier Trust Company
Nevada
$7.01M -$206K -2,288 -3%
SAM
400
Silvercrest Asset Management
New York
$7.01M -$228K -2,535 -3%
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