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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 %
BCMNY
451
Buckingham Capital Management (New York)
New York
$5.16M -$269K -2,990 -5%
NFGCM
452
Norman Fields Gottscho Capital Management
New York
$5.16M – – –
CSIC
453
Clifford Swan Investment Counsel
California
$5.14M -$72K -800 -1%
PGFC
454
Peapack-Gladstone Financial Corp
New Jersey
$5.13M +$508K +5,646 +11%
Robeco Institutional Asset Management
455
Robeco Institutional Asset Management
Netherlands
$5.13M +$110K +1,221 +2%
1SB
456
1ST Source Bank
Indiana
$5.07M -$15.2K -169 -0.3%
AIC
457
Argus Investors Counsel
New York
$5.03M -$477K -5,300 -9%
VKH
458
Virtu KCG Holdings
New York
$5.01M +$4.68M +51,983 +1,422%
VC
459
Vestor Capital
Illinois
$4.93M -$7.2K -80 -0.1%
CCFCSB
460
Cape Cod Five Cents Savings Bank
Massachusetts
$4.92M +$308K +3,426 +7%
SJL
461
Shayne & Jacobs LLC
Tennessee
$4.87M -$7.11K -79 -0.1%
AAC
462
Asset Advisors Corp
Georgia
$4.79M +$1.16M +12,920 +32%
PWP
463
Private Wealth Partners
California
$4.78M +$5.85K +65 +0.1%
GD
464
Grandfield & Dodd
New York
$4.75M -$42.2K -469 -0.9%
CC
465
Colrain Capital
Massachusetts
$4.7M -$2.43M -27,000 -34%
CPS
466
Counsel Portfolio Services
Ontario, Canada
$4.7M – – –
LMGAM
467
Liberty Mutual Group Asset Management
Massachusetts
$4.63M +$227K +2,520 +5%
CII
468
CR Intrinsic Investors
Connecticut
$4.59M +$4.59M +51,001 New
NLI
469
Nippon Life Insurance
Japan
$4.5M -$266K -2,950 -6%
NSEDCP
470
NJ State Employees Deferred Compensation Plan
New Jersey
$4.5M – – –
SIG
471
Sky Investment Group
Connecticut
$4.49M -$127K -1,412 -3%
HFS
472
Haverford Financial Services
Pennsylvania
$4.48M +$4.69K +52 +0.1%
AA
473
AlphaMark Advisors
Kentucky
$4.47M -$82.4K -915 -2%
DP
474
Dearborn Partners
Illinois
$4.43M -$14K -155 -0.3%
CA
475
Callahan Advisors
Texas
$4.41M +$142K +1,573 +3%
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