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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 %
PIM
426
Partner Investment Management
California
$6.02M +$6.02M +66,849 New
TMAM
427
Tokio Marine Asset Management
Japan
$5.98M -$358K -3,979 -6%
CB
428
Chemical Bank
Michigan
$5.95M -$31.5K -350 -0.5%
OMC
429
Overbrook Management Corp
New York
$5.88M -$551K -6,117 -9%
AMI
430
Amica Mutual Insurance
Rhode Island
$5.86M -$1.33M -14,722 -18%
SC
431
SouthState Corp
Florida
$5.86M +$33.8K +375 +0.6%
BSPF
432
British Steel Pension Fund
United Kingdom
$5.82M -$405K -4,501 -7%
WAM
433
Wood Asset Management
Florida
$5.78M -$935K -10,386 -14%
GIM
434
Gyrus Investment Management
Ontario, Canada
$5.71M +$5.71M +57,498 New
MYAM
435
Meiji Yasuda Asset Management
Japan
$5.54M -$341K -3,784 -6%
PSUF
436
People's United Financial
Connecticut
$5.5M -$707K -7,852 -11%
BFA
437
Bragg Financial Advisors
North Carolina
$5.48M -$8.1K -90 -0.1%
LT
438
LJ Trust
Nevada
$5.44M – – –
FMT
439
First Mercantile Trust
Tennessee
$5.44M +$5.44M +60,362 New
WCM
440
Wisconsin Capital Management
Wisconsin
$5.43M -$495K -5,500 -8%
SC
441
Sculptor Capital
New York
$5.39M +$5.39M +59,861 New
HJA
442
Hugh Johnson Advisors
New York
$5.38M -$36.7K -408 -0.7%
AC
443
Addenda Capital
Quebec, Canada
$5.35M -$389K -4,315 -7%
CBT
444
Central Bank & Trust
Kentucky
$5.34M +$225K +2,502 +4%
CAM
445
CG Asset Management
New York
$5.33M +$19.8K +220 +0.4%
RNS
446
Robert N. Shapiro
$5.3M -$180K -2,002 -3%
QI
447
QS Investors
New York
$5.29M +$2.57M +28,500 +94%
DCM
448
Delta Capital Management
New Jersey
$5.27M -$55.8K -620 -1%
Toronto Dominion Bank
449
Toronto Dominion Bank
Ontario, Canada
$5.26M +$334K +3,611 +7%
GG
450
Greenwood Gearhart
Arkansas
$5.24M +$4.59K +51 +0.1%
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