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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 %
CIC
401
Cutler Investment Counsel
Oregon
$6.98M +$71.2K +791 +1%
CFB
402
Cullen/Frost Bankers
Texas
$6.98M -$47.8K -531 -0.7%
NEAM
403
New England Asset Management
Connecticut
$6.92M -$9K -100 -0.1%
Two Sigma Investments
404
Two Sigma Investments
New York
$6.87M +$6.87M +76,260 New
KRS
405
Kentucky Retirement Systems
Kentucky
$6.82M -$28.5K -316 -0.4%
AAM
406
Advisors Asset Management
Colorado
$6.76M +$248K +2,757 +4%
Acadian Asset Management
407
Acadian Asset Management
Massachusetts
$6.69M -$31.2M -346,149 -82%
SIM
408
Sentry Investment Management
Wisconsin
$6.58M – – –
UAM
409
UAS Asset Management
New York
$6.54M +$284K +3,150 +5%
CAM
410
Capstone Asset Management
Texas
$6.52M -$1.12M -12,432 -15%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$6.52M -$162K -1,800 -2%
MSR
412
Main Street Research
Connecticut
$6.36M +$19.5K +217 +0.3%
DY
413
Dowling & Yahnke
California
$6.34M +$87.1K +968 +1%
DMIC
414
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.3M +$370K +4,108 +6%
LIC
415
Lodestar Investment Counsel
Illinois
$6.28M +$551K +6,125 +10%
DC
416
Deere & Company
Illinois
$6.28M -$1.14M -12,705 -15%
BAM
417
Burnham Asset Management
New York
$6.21M – – –
SF
418
Synovus Financial
Georgia
$6.2M -$265K -2,941 -4%
SCA
419
SAC Capital Advisors
Connecticut
$6.18M +$6.18M +68,651 New
SIRP
420
Shelter Insurance Retirement Plan
Missouri
$6.16M -$1.09M -12,100 -15%
DIA
421
Dana Investment Advisors
Wisconsin
$6.14M -$210K -2,328 -3%
CAM
422
Carret Asset Management
New York
$6.13M -$28K -311 -0.5%
SLI
423
Sumitomo Life Insurance
Japan
$6.09M -$514K -5,710 -8%
HL
424
HeadInvest LLC
Maine
$6.08M -$586K -6,513 -9%
ST
425
Spot Trading
Illinois
$6.05M +$1.46M +16,234 +32%
15 16
17
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