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American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
Munder Capital Management
Michigan
$6.57M -$1.21M -13,845 -16%
FSA
402
Franklin Street Advisors
North Carolina
$6.47M -$102K -1,170 -2%
HL
403
HeadInvest LLC
Maine
$6.35M +$38.7K +430 +0.6%
PWPCM
404
Perella Weinberg Partners Capital Management
New York
$6.3M +$6.3M +72,000 New
BCMU
405
BlueCrest Capital Management (UK)
Guernsey
$6.3M +$6.3M +71,970 New
BCM
406
BlueCrest Capital Management
Jersey
$6.3M +$6.3M +71,970 New
WTC
407
WhitTier Trust Company
Nevada
$6.28M +$20K +229 +0.3%
AAM
408
Advisors Asset Management
Colorado
$6.25M -$522K -5,965 -8%
PP
409
Paloma Partners
Connecticut
$6.22M +$843K +9,625 +16%
PCI
410
Pacifica Capital Investments
Texas
$6.14M -$166K -1,900 -3%
KRS
411
Kentucky Retirement Systems
Kentucky
$6.13M +$6.13M +70,021 New
HFS
412
Haverford Financial Services
Pennsylvania
$6.1M +$1.64M +18,679 +37%
DY
413
Dowling & Yahnke
California
$6.07M -$22.7K -259 -0.4%
LIC
414
Lodestar Investment Counsel
Illinois
$6.07M – – –
MCM
415
Mazama Capital Management
Oregon
$6.05M +$1.73M +19,714 +40%
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$6.05M -$201K -2,300 -3%
NLGIA
417
Nippon Life Global Investors Americas
New York
$6.05M – – –
NEAM
418
New England Asset Management
Connecticut
$6.04M -$201K -2,300 -3%
BAM
419
Burnham Asset Management
New York
$6.04M – – –
SF
420
Synovus Financial
Georgia
$6.02M +$250K +2,845 +4%
SIRP
421
Shelter Insurance Retirement Plan
Missouri
$5.99M – – –
BCM
422
BlueMar Capital Management
Florida
$5.95M +$5.95M +68,000 New
AAC
423
Asset Advisors Corp
Georgia
$5.81M +$364K +4,160 +7%
DC
424
Deere & Company
Illinois
$5.81M -$294K -3,359 -5%
HI
425
HBK Investments
Texas
$5.8M +$5.8M +66,200 New
15 16
17
18 19