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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 %
TAM
451
Taurus Asset Management
New York
$5M -$2.46M -28,050 -33%
RNS
452
Robert N. Shapiro
$4.99M -$136K -1,553 -3%
NFGCM
453
Norman Fields Gottscho Capital Management
New York
$4.97M -$61.3K -700 -1%
GIM
454
Gyrus Investment Management
Ontario, Canada
$4.96M -$41.6K -475 -0.8%
CAM
455
Capstone Asset Management
Texas
$4.91M -$51.6K -590 -1%
TAM
456
Trillium Asset Management
Massachusetts
$4.85M -$1.49M -17,003 -23%
BCMNY
457
Buckingham Capital Management (New York)
New York
$4.78M -$27.9K -319 -0.6%
Connor, Clark & Lunn Investment Management (CC&L)
458
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.78M -$1.11M -12,700 -19%
CSIC
459
Clifford Swan Investment Counsel
California
$4.74M -$156K -1,787 -3%
CBT
460
Central Bank & Trust
Kentucky
$4.73M -$240K -2,741 -5%
SWITC
461
Stewart West Indies Trading Company
Colorado
$4.71M +$1.65M +18,800 +54%
RA
462
RiverPark Advisors
New York
$4.7M +$493K +5,627 +12%
PWP
463
Private Wealth Partners
California
$4.67M +$4.38K +50 +0.1%
TCT
464
TIAA CREF Trust
Missouri
$4.65M +$111K +1,268 +2%
ONB
465
Old National Bancorp
Indiana
$4.62M +$3.68M +41,991 +392%
AIC
466
Argus Investors Counsel
New York
$4.6M +$203K +2,315 +5%
NCM
467
Novare Capital Management
North Carolina
$4.53M +$268K +3,065 +6%
Point72 Asset Management
468
Point72 Asset Management
Connecticut
$4.53M +$4.53M +51,700 New
LMIM
469
Lockheed Martin Investment Management
Maryland
$4.52M +$1.19M +13,632 +36%
SLI
470
Sumitomo Life Insurance
Japan
$4.5M -$121K -1,385 -3%
CA
471
Callahan Advisors
Texas
$4.45M +$35.2K +402 +0.8%
CC
472
Colrain Capital
Massachusetts
$4.44M +$153K +1,750 +4%
LMGAM
473
Liberty Mutual Group Asset Management
Massachusetts
$4.39M -$86.7K -991 -2%
NSEDCP
474
NJ State Employees Deferred Compensation Plan
New Jersey
$4.38M – – –
DP
475
Dearborn Partners
Illinois
$4.31M – – –
17 18
19
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