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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 %
SIRP
426
Shelter Insurance Retirement Plan
Missouri
$6.36M – – –
SF
427
Synovus Financial
Georgia
$6.31M -$67.4K -725 -1%
LSERS
428
Louisiana State Employees Retirement System
Louisiana
$6.23M -$195K -2,100 -3%
PCI
429
Pacifica Capital Investments
Texas
$6.19M -$333K -3,578 -5%
IC
430
Inverness Counsel
New York
$6.16M -$3.52M -37,870 -36%
KRS
431
Kentucky Retirement Systems
Kentucky
$6.15M -$361K -3,875 -6%
QIM
432
Quest Investment Management
Oregon
$6.15M -$1.77M -19,006 -22%
DC
433
Deere & Company
Illinois
$6.09M -$80.4K -864 -1%
AMI
434
Amica Mutual Insurance
Rhode Island
$6.05M – – –
HHMI
435
Howard Hughes Medical Institute
Maryland
$6.05M – – –
OMC
436
Overbrook Management Corp
New York
$5.99M +$62.1K +667 +1%
SCM
437
Sterling Capital Management
North Carolina
$5.84M +$291K +3,127 +5%
CAM
438
Carret Asset Management
New York
$5.83M -$66.1K -710 -1%
CAM
439
CG Asset Management
New York
$5.74M +$121K +1,300 +2%
Truist Financial
440
Truist Financial
North Carolina
$5.72M +$1.79M +19,206 +45%
SC
441
SouthState Corp
Florida
$5.69M -$22.9K -246 -0.4%
HJA
442
Hugh Johnson Advisors
New York
$5.68M -$149K -1,601 -3%
CAM
443
Capstone Asset Management
Texas
$5.66M +$443K +4,760 +8%
BSPF
444
British Steel Pension Fund
United Kingdom
$5.64M – – –
CCFCSB
445
Cape Cod Five Cents Savings Bank
Massachusetts
$5.56M +$182K +1,961 +3%
BFA
446
Bragg Financial Advisors
North Carolina
$5.56M +$62.3K +670 +1%
GG
447
Greenwood Gearhart
Arkansas
$5.52M +$96.3K +1,035 +2%
LSA
448
L & S Advisors
California
$5.51M +$5.51M +59,227 New
GCA
449
Greenwood Capital Associates
South Carolina
$5.51M +$1.55M +16,702 +39%
1SB
450
1ST Source Bank
Indiana
$5.45M +$137K +1,468 +3%
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