American Express
AXP
AXP
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
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
11% less call options, than puts
Call options by funds: $503M | Put options by funds: $564M
13% less funds holding in top 10
Funds holding in top 10: 86 → 75 (-11)
29% less repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 540
Holders
1,218
Holding in Top 10
75
Calls
$503M
Puts
$564M
Top Buyers
| 1 | +$270M | |
| 2 | +$224M | |
| 3 | +$153M | |
| 4 |
ClearBridge Investments
New York
|
+$139M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
+$98.9M |
Top Sellers
| 1 | -$705M | |
| 2 | -$399M | |
| 3 | -$396M | |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$245M |
| 5 |
State Street
Boston,
Massachusetts
|
-$167M |