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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.

New
Increased
Maintained
Reduced
Closed
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
Baillie Gifford & Co
United Kingdom
+$270M
2
Wells Fargo
Wells Fargo
California
+$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
4
ClearBridge Investments
ClearBridge Investments
New York
+$139M
5
MC
Montag & Caldwell
Georgia
+$98.9M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$705M
2
LPC
Lone Pine Capital
Connecticut
-$399M
3
IIS
Ignis Investment Services
United Kingdom
-$396M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$245M
5
State Street
State Street
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
476
Welch & Forbes
Massachusetts
$4.38M +$119K +1,319 +3%
MCM
477
McMillion Capital Management
North Carolina
$4.37M -$33.3K -370 -0.8%
CTC
478
Central Trust Company
Missouri
$4.34M +$67.2K +747 +2%
Federated Hermes
479
Federated Hermes
Pennsylvania
$4.31M +$359K +3,987 +9%
NCM
480
Novare Capital Management
North Carolina
$4.3M -$114K -1,266 -3%
AF
481
Arrow Financial
New York
$4.28M -$57.9K -643 -1%
PC
482
Pecaut & Co
Iowa
$4.27M -$257K -2,850 -6%
APFBOT
483
Amica Pension Fund Board of Trustees
Rhode Island
$4.2M – – –
NEI
484
Northwest & Ethical Investments
Ontario, Canada
$4.19M -$18K -200 -0.4%
CCM
485
Channing Capital Management
Illinois
$4.19M +$995K +11,051 +31%
MHI
486
Miller Howard Investments
New York
$4.17M +$2.61K +29 +0.1%
PAI
487
Pittenger & Anderson Inc
Nebraska
$4.15M -$439K -4,875 -10%
DCM
488
Dupont Capital Management
Delaware
$4.13M +$4.13M +45,850 New
GCP
489
GSA Capital Partners
United Kingdom
$4.11M +$4.11M +45,643 New
HCM
490
Horan Capital Management
Maryland
$4.09M -$1.93M -21,419 -32%
FAT
491
First American Trust
California
$4.05M -$76.2K -846 -2%
AIP
492
Ameritas Investment Partners
Nebraska
$4.03M -$1.5M -16,696 -27%
DC
493
Davenport & Co
Virginia
$4.02M -$13.9K -154 -0.3%
TCT
494
TIAA CREF Trust
Missouri
$4M -$313K -3,476 -7%
TRCT
495
Tower Research Capital (TRC)
New York
$4M +$3.48M +38,622 +668%
MHC
496
Meyer Handelman Company
New York
$3.99M – – –
STI
497
Susquehanna Trust & Investment
Pennsylvania
$3.99M +$59K +655 +2%
CIA
498
Choate Investment Advisors
Massachusetts
$3.98M -$92.3K -1,025 -2%
DFIM
499
Detwiler Fenton Investment Management
Massachusetts
$3.97M +$55.9K +621 +1%
CI
500
Conning Inc
Connecticut
$3.96M +$81K +900 +2%
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