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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.

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
1
Baillie Gifford & Co
United Kingdom
$303M
2
Wells Fargo
2
Wells Fargo
California
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.79B
4
ClearBridge Investments
4
ClearBridge Investments
New York
$314M
5
RCWMU
5
Rothschild & Co Wealth Management (UK)
United Kingdom
$122M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$2.52B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
IIS
3
Ignis Investment Services
United Kingdom
$0
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
5
State Street
5
State Street
Massachusetts
$3.87B
Name Market Value Shares Shares
Change 		Shares
Change %
TCIM
26
TIAA CREF Investment Management
New York
$555M 6,160,536 +538,041 +10%
ECU
27
Egerton Capital (UK)
United Kingdom
$497M 5,515,424 -1,083,772 -16%
UBS AM
28
UBS AM
Illinois
$496M 5,511,869 +273,583 +5%
Winslow Capital Management
29
Winslow Capital Management
Minnesota
$411M 4,564,024 -193,618 -4%
Artisan Partners
30
Artisan Partners
Wisconsin
$408M 4,536,826 +164,662 +4%
Lazard Asset Management
31
Lazard Asset Management
New York
$384M 4,269,648 -583,615 -12%
American Century Companies
32
American Century Companies
Missouri
$378M 4,202,981 +402,294 +11%
Morgan Stanley
33
Morgan Stanley
New York
$373M 4,148,564 +69,334 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$358M 3,981,494 -164,774 -4%
MC
35
Montag & Caldwell
Georgia
$357M 3,961,570 +1,098,342 +38%
Ameriprise
36
Ameriprise
Minnesota
$354M 3,927,564 -966,918 -20%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$339M 3,762,006 +88,751 +2%
ClearBridge Investments
38
ClearBridge Investments
New York
$314M 3,493,207 +1,544,561 +79%
Deutsche Bank
39
Deutsche Bank
Germany
$310M 3,439,835 +527,179 +18%
MAM
40
Magellan Asset Management
Australia
$305M 3,385,029 -1,281,748 -27%
Baillie Gifford & Co
41
Baillie Gifford & Co
United Kingdom
$303M 3,368,129 +2,995,047 +803%
GI
42
GAMCO Investors
Connecticut
$295M 3,279,696 -127,186 -4%
MAA
43
Managed Account Advisors
New Jersey
$288M 3,198,995 -183,765 -5%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$286M 3,181,358 +244,854 +8%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$285M 3,169,666 -90,648 -3%
EVM
46
Eaton Vance Management
Massachusetts
$281M 3,117,762 -1,057,439 -25%
Franklin Resources
47
Franklin Resources
California
$277M 3,072,984 -104,928 -3%
Invesco
48
Invesco
Georgia
$272M 3,018,733 +195,754 +7%
BIM
49
BlackRock Investment Management
Delaware
$269M 2,989,922 +42,076 +1%
Goldman Sachs
50
Goldman Sachs
New York
$265M 2,943,108 -749,577 -20%
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