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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.49B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$1.33B
3
IIS
3
Ignis Investment Services
United Kingdom
$544M
4
FAM
4
Fred Alger Management
New York
$232M
5
AAM
5
Aberdeen Asset Management
United Kingdom
$175M

Top Sellers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$0
2
DSA
2
Davis Selected Advisers
Arizona
$2.43B
3
LBG
3
Lloyds Banking Group
United Kingdom
$1.08M
4
Credit Agricole
4
Credit Agricole
France
$49.5M
5
Wells Fargo
5
Wells Fargo
California
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
IIS
26
Ignis Investment Services
United Kingdom
$544M +$544M +572,828 New
TCIM
27
TIAA CREF Investment Management
New York
$535M -$49.6M -523,277 -8%
UBS AM
28
UBS AM
Illinois
$516M -$6.74M -71,076 -1%
Winslow Capital Management
29
Winslow Capital Management
Minnesota
$420M -$13M -136,707 -3%
Morgan Stanley
30
Morgan Stanley
New York
$416M +$22.2M +234,003 +6%
Lazard Asset Management
31
Lazard Asset Management
New York
$402M -$3.05M -32,136 -0.8%
Artisan Partners
32
Artisan Partners
Wisconsin
$399M -$31.8M -334,725 -7%
ClearBridge Investments
33
ClearBridge Investments
New York
$393M +$61.1M +644,517 +18%
American Century Companies
34
American Century Companies
Missouri
$390M -$8.51M -89,696 -2%
Baillie Gifford & Co
35
Baillie Gifford & Co
United Kingdom
$385M +$65.1M +685,838 +20%
Legal & General Group
36
Legal & General Group
United Kingdom
$369M -$8.39M -88,486 -2%
Ameriprise
37
Ameriprise
Minnesota
$354M -$18.2M -191,583 -5%
Deutsche Bank
38
Deutsche Bank
Germany
$349M +$22.8M +240,179 +7%
MC
39
Montag & Caldwell
Georgia
$349M -$26.9M -283,864 -7%
Wellington Management Group
40
Wellington Management Group
Massachusetts
$333M -$24.1M -253,557 -7%
MAM
41
Magellan Asset Management
Australia
$330M +$8.54M +89,992 +3%
MAA
42
Managed Account Advisors
New Jersey
$312M +$8.62M +90,816 +3%
GI
43
GAMCO Investors
Connecticut
$308M -$3.13M -33,020 -1%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$306M +$4.33M +45,634 +1%
BIM
45
BlackRock Investment Management
Delaware
$295M +$11.7M +123,301 +4%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$295M -$5.63M -59,361 -2%
Invesco
47
Invesco
Georgia
$288M +$1.92M +20,267 +0.7%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$285M -$4.98M -52,480 -2%
EVM
49
Eaton Vance Management
Massachusetts
$285M -$10.5M -110,349 -4%
Loomis, Sayles & Company
50
Loomis, Sayles & Company
Massachusetts
$285M +$10.2M +107,020 +4%
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