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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 %
Nomura Holdings
401
Nomura Holdings
Japan
$7.28M +$5.7M +61,355 +361%
NLGIA
402
Nippon Life Global Investors Americas
New York
$7.26M +$836K +8,990 +13%
DIA
403
Dana Investment Advisors
Wisconsin
$7.18M +$1.27M +13,699 +22%
CIC
404
Cutler Investment Counsel
Oregon
$7.16M -$49.8K -535 -0.7%
FBNAT
405
FirstMerit Bank N.A. Trustee
Ohio
$7.15M -$836K -8,988 -10%
BC
406
Bartlett & Co
Ohio
$7.13M -$38.1K -410 -0.5%
LT
407
LJ Trust
Nevada
$7.02M +$1.4M +15,000 +25%
AAM
408
Advisors Asset Management
Colorado
$6.96M +$320K +3,440 +5%
CFB
409
Cullen/Frost Bankers
Texas
$6.91M -$147K -1,575 -2%
FSA
410
Franklin Street Advisors
North Carolina
$6.89M +$6.05K +65 +0.1%
WTC
411
WhitTier Trust Company
Nevada
$6.84M +$174K +1,872 +3%
BAC
412
Boys Arnold & Co
North Carolina
$6.79M -$702K -7,540 -9%
B
413
Barings
North Carolina
$6.7M -$1.09M -11,700 -14%
KWILP
414
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.68M -$15.6M -167,679 -70%
AAC
415
Asset Advisors Corp
Georgia
$6.6M +$429K +4,615 +7%
GCM
416
Grisanti Capital Management
New York
$6.58M +$6.58M +70,687 New
ZIM
417
Zacks Investment Management
Illinois
$6.52M -$1.31M -14,061 -17%
CCM
418
Channing Capital Management
Illinois
$6.51M +$1.02M +10,947 +19%
HL
419
HeadInvest LLC
Maine
$6.49M -$76.3K -820 -1%
Victory Capital Management
420
Victory Capital Management
Texas
$6.47M +$6.47M +69,535 New
AC
421
Addenda Capital
Quebec, Canada
$6.47M +$588K +6,320 +10%
LIC
422
Lodestar Investment Counsel
Illinois
$6.44M -$9.3K -100 -0.1%
DY
423
Dowling & Yahnke
California
$6.43M -$20.2K -217 -0.3%
OCM
424
Olstein Capital Management
New York
$6.42M +$558K +6,000 +10%
BAM
425
Burnham Asset Management
New York
$6.42M – – –
15 16
17
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