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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 %
PIM
451
Progressive Investment Management
Oregon
$5.37M +$7.16K +77 +0.1%
GIM
452
Gyrus Investment Management
Ontario, Canada
$5.36M +$87.9K +945 +2%
BCMNY
453
Buckingham Capital Management (New York)
New York
$5.25M +$160K +1,725 +3%
WCM
454
Wisconsin Capital Management
Wisconsin
$5.24M -$191K -2,050 -4%
DCM
455
Delta Capital Management
New Jersey
$5.23M -$134K -1,445 -3%
TAM
456
Taurus Asset Management
New York
$5.2M -$116K -1,245 -2%
CIS
457
Connors Investor Services
Pennsylvania
$5.17M +$682K +7,335 +15%
NFGCM
458
Norman Fields Gottscho Capital Management
New York
$5.13M -$153K -1,645 -3%
CSIC
459
Clifford Swan Investment Counsel
California
$5.04M – – –
PWP
460
Private Wealth Partners
California
$5.03M +$65.1K +700 +1%
NCM
461
Novare Capital Management
North Carolina
$5.01M +$196K +2,110 +4%
SWITC
462
Stewart West Indies Trading Company
Colorado
$5.01M – – –
RA
463
RiverPark Advisors
New York
$5M +$744 +8 +0%
PFC
464
Phocas Financial Corp
California
$4.96M +$4.96M +53,335 New
LMGAM
465
Liberty Mutual Group Asset Management
Massachusetts
$4.95M +$280K +3,010 +6%
MIS
466
Morningstar Investment Services
Illinois
$4.9M +$700K +7,521 +17%
AHB
467
Abner Herrman & Brock
New Jersey
$4.88M -$3.02M -32,506 -38%
CA
468
Callahan Advisors
Texas
$4.8M +$64K +688 +1%
TCT
469
TIAA CREF Trust
Missouri
$4.77M -$170K -1,832 -3%
SIG
470
Sky Investment Group
Connecticut
$4.73M +$187K +2,010 +4%
CONA
471
Capital One National Association
New York
$4.71M +$2.26M +24,322 +92%
ONB
472
Old National Bancorp
Indiana
$4.7M -$200K -2,150 -4%
AIC
473
Argus Investors Counsel
New York
$4.66M -$233K -2,500 -5%
NSEDCP
474
NJ State Employees Deferred Compensation Plan
New Jersey
$4.65M – – –
RP
475
Raiff Partners
New York
$4.65M +$4.65M +50,000 New
17 18
19
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