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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.

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
1
Lansdowne Partners (UK)
United Kingdom
$608M
2
State Street
2
State Street
Massachusetts
$4.22B
3
Morgan Stanley
3
Morgan Stanley
New York
$698M
4
MCM
4
Marsico Capital Management
Colorado
$217M
5
CI
5
Cambiar Investors
Colorado
$112M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$513M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.16B
3
American Century Companies
3
American Century Companies
Missouri
$97.3M
4
DSA
4
Davis Selected Advisers
Arizona
$2.07B
5
CCI
5
Columbus Circle Investors
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPU
26
Lansdowne Partners (UK)
United Kingdom
$608M 6,539,013 +4,619,681 +241%
UBS AM
27
UBS AM
Illinois
$604M 6,494,249 +857,971 +15%
ClearBridge Investments
28
ClearBridge Investments
New York
$523M 5,618,630 +837,608 +18%
AllianceBernstein
29
AllianceBernstein
Tennessee
$513M 5,510,593 -7,043,775 -56%
TCIM
30
TIAA CREF Investment Management
New York
$471M 5,064,596 -671,959 -12%
Lazard Asset Management
31
Lazard Asset Management
New York
$435M 4,679,268 -111,951 -2%
Winslow Capital Management
32
Winslow Capital Management
Minnesota
$411M 4,419,741 +79,624 +2%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$403M 4,327,498 +216,031 +5%
Artisan Partners
34
Artisan Partners
Wisconsin
$396M 4,260,488 +44,802 +1%
Ameriprise
35
Ameriprise
Minnesota
$386M 4,144,108 +533,686 +15%
MAA
36
Managed Account Advisors
New Jersey
$348M 3,741,878 +189,804 +5%
Legal & General Group
37
Legal & General Group
United Kingdom
$337M 3,616,726 -121,866 -3%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$317M 3,412,216 -12,825 -0.4%
MC
39
Montag & Caldwell
Georgia
$306M 3,287,952 -19,010 -0.6%
GI
40
GAMCO Investors
Connecticut
$297M 3,189,567 -81,873 -3%
Invesco
41
Invesco
Georgia
$289M 3,104,638 -33,659 -1%
BIM
42
BlackRock Investment Management
Delaware
$286M 3,074,337 -9,102 -0.3%
Deutsche Bank
43
Deutsche Bank
Germany
$273M 2,933,829 -311,788 -10%
EVM
44
Eaton Vance Management
Massachusetts
$254M 2,728,201 -169,232 -6%
GE
45
General Electric
Ohio
$253M 2,723,479 +410,920 +18%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$252M 2,709,155 -60,722 -2%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$251M 2,702,264 -505,183 -16%
UBS Group
48
UBS Group
Switzerland
$248M 2,660,909 +2,660,909 New
Goldman Sachs
49
Goldman Sachs
New York
$239M 2,567,975 +310,428 +14%
Fayez Sarofim & Co
50
Fayez Sarofim & Co
Texas
$238M 2,562,868 +321,002 +14%
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