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American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
476
Sky Investment Group
Connecticut
$4.27M +$378K +4,315 +10%
WF
477
Welch & Forbes
Massachusetts
$4.27M +$4.27M +48,779 New
MAM
478
Mizuho Asset Management
Japan
$4.25M -$54.5K -622 -1%
CIS
479
Connors Investor Services
Pennsylvania
$4.23M +$718K +8,200 +20%
MAM
480
Meeder Asset Management
Ohio
$4.2M +$4.2M +48,030 New
CTC
481
Central Trust Company
Missouri
$4.19M -$443K -5,060 -10%
MYAM
482
Meiji Yasuda Asset Management
Japan
$4.19M -$1.23M -14,057 -23%
MSWM
483
Mader & Shannon Wealth Management
Missouri
$4.17M +$517K +5,911 +14%
MCM
484
McMillion Capital Management
North Carolina
$4.14M -$72.2K -825 -2%
AA
485
AlphaMark Advisors
Kentucky
$4.14M -$75.1K -858 -2%
ST
486
Spot Trading
Illinois
$4.13M +$1.67M +19,078 +68%
First Trust Advisors
487
First Trust Advisors
Illinois
$4.12M -$3.15M -36,022 -43%
SJL
488
Shayne & Jacobs LLC
Tennessee
$4.11M -$622K -7,102 -13%
NLI
489
Nippon Life Insurance
Japan
$4.09M +$88K +1,005 +2%
APFBOT
490
Amica Pension Fund Board of Trustees
Rhode Island
$4.09M – – –
NEI
491
Northwest & Ethical Investments
Ontario, Canada
$4.07M – – –
PC
492
Pecaut & Co
Iowa
$4.05M -$70K -800 -2%
CMBA
493
C.M. Bidwell & Associates
Hawaii
$4.04M -$2.97M -33,955 -42%
FAT
494
First American Trust
California
$4.04M +$29.2K +333 +0.7%
PAI
495
Pittenger & Anderson Inc
Nebraska
$4.02M -$18.8K -215 -0.5%
BF
496
BOK Financial
Oklahoma
$3.99M -$311K -3,555 -7%
MIS
497
Morningstar Investment Services
Illinois
$3.95M +$365K +4,169 +10%
DC
498
Davenport & Co
Virginia
$3.94M +$18.5K +211 +0.5%
CCP
499
Clarkston Capital Partners
Michigan
$3.92M +$211K +2,405 +6%
MHC
500
Meyer Handelman Company
New York
$3.88M – – –
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