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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
376
Veritable
Delaware
$8.4M -$66K -709 -0.8%
AF
377
Ally Financial
Michigan
$8.37M +$465K +5,000 +6%
STI
378
Susquehanna Trust & Investment
Pennsylvania
$8.33M +$560K +6,024 +7%
PP
379
Patten & Patten
Tennessee
$8.32M +$108K +1,160 +1%
WF
380
WealthTrust Fairport
Ohio
$8.3M -$275K -2,958 -3%
GIA
381
Granite Investment Advisors
New Hampshire
$8.21M +$319K +3,425 +4%
VRS
382
Virginia Retirement Systems
Virginia
$8.21M +$334K +3,586 +4%
MSU
383
Maple Securities USA
New Jersey
$8.15M +$8.15M +87,624 New
FAM
384
Fiduciary Asset Management
Missouri
$8.09M +$603K +6,486 +8%
PVH
385
Psagot Value Holdings
Israel
$8.05M +$607K +6,525 +8%
Toronto Dominion Bank
386
Toronto Dominion Bank
Ontario, Canada
$8.03M +$1.73M +18,658 +28%
DMIC
387
Dixon Mitchell Investment Counsel
British Columbia, Canada
$7.87M – – –
SMI
388
Shelter Mutual Insurance
Missouri
$7.84M – – –
GAM
389
Griffin Asset Management
New York
$7.78M +$145K +1,558 +2%
CB
390
Chemical Bank
Michigan
$7.77M +$2.05M +22,044 +36%
JG
391
Jefferies Group
New York
$7.6M +$4.47M +48,015 +143%
SIM
392
Sentry Investment Management
Wisconsin
$7.51M +$289K +3,105 +4%
SAM
393
Securian Asset Management
Minnesota
$7.5M +$100K +1,079 +1%
Two Sigma Investments
394
Two Sigma Investments
New York
$7.44M +$4.41M +47,393 +146%
CBOA
395
Commonwealth Bank of Australia
Australia
$7.41M -$802K -8,616 -10%
CAM
396
ClariVest Asset Management
California
$7.37M – – –
SAM
397
Silvercrest Asset Management
New York
$7.37M +$41.9K +450 +0.6%
ICM
398
ICC Capital Management
Florida
$7.33M -$1.91M -20,545 -21%
UAM
399
UAS Asset Management
New York
$7.31M +$109K +1,170 +2%
DBT
400
Dubuque Bank & Trust
Iowa
$7.3M +$153K +1,649 +2%
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