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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.

New
Increased
Maintained
Reduced
Closed
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
Norges Bank
Norway
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
APFBOT
476
Amica Pension Fund Board of Trustees
Rhode Island
$4.43M – – –
NEI
477
Northwest & Ethical Investments
Ontario, Canada
$4.42M – – –
FAM
478
Fiduciary Asset Management
Missouri
$4.39M +$909K +9,577 +26%
PAI
479
Pittenger & Anderson Inc
Nebraska
$4.38M +$7.59K +80 +0.2%
NB
480
NBT Bank
New York
$4.36M +$222K +2,343 +5%
FAT
481
First American Trust
California
$4.34M +$77.1K +813 +2%
NLI
482
Nippon Life Insurance
Japan
$4.34M -$408K -4,303 -9%
SIG
483
Schooner Investment Group
Pennsylvania
$4.29M +$954K +10,000 +29%
DC
484
Davenport & Co
Virginia
$4.25M +$9.96K +105 +0.2%
GD
485
Grandfield & Dodd
New York
$4.25M -$763K -8,041 -15%
SIG
486
Sky Investment Group
Connecticut
$4.22M -$515K -5,426 -11%
PGIM
487
Pacific Global Investment Management
California
$4.21M +$535K +5,641 +15%
MHC
488
Meyer Handelman Company
New York
$4.2M – – –
Rafferty Asset Management
489
Rafferty Asset Management
New York
$4.2M +$3.14M +33,092 +296%
LP
490
LMR Partners
United Kingdom
$4.2M +$4.2M +44,276 New
RJT
491
Raymond James Trust
Florida
$4.1M +$27.1K +286 +0.7%
DFIM
492
Detwiler Fenton Investment Management
Massachusetts
$4.08M -$96.4K -1,016 -2%
GMIM
493
General Motors Investment Management
New York
$4.07M -$68K -717 -2%
AIP
494
Ameritas Investment Partners
Nebraska
$4.07M -$172K -1,817 -4%
NRS
495
Neville Rodie & Shaw
New York
$4.06M -$36.3K -383 -0.9%
CCP
496
Clarkston Capital Partners
Michigan
$4.02M +$166K +1,745 +4%
CI
497
Conning Inc
Connecticut
$4.01M -$161K -1,700 -4%
CP
498
Cumberland Partners
Ontario, Canada
$4.01M +$988K +10,410 +33%
GCA
499
Greenwood Capital Associates
South Carolina
$3.98M +$16.3K +172 +0.4%
MSWM
500
Mader & Shannon Wealth Management
Missouri
$3.96M +$3.96M +41,740 New
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