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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.

New
Increased
Maintained
Reduced
Closed
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
Lansdowne Partners (UK)
United Kingdom
+$430M
2
State Street
State Street
Massachusetts
+$222M
3
Morgan Stanley
Morgan Stanley
New York
+$156M
4
MCM
Marsico Capital Management
Colorado
+$145M
5
CI
Cambiar Investors
Colorado
+$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$655M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$398M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
DSA
Davis Selected Advisers
Arizona
-$213M
5
CCI
Columbus Circle Investors
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
476
Baird
Wisconsin
$4.59M +$670K +7,204 +17%
DP
477
Dearborn Partners
Illinois
$4.59M +$4.75K +51 +0.1%
RNS
478
Robert N. Shapiro
$4.57M -$738K -7,926 -14%
SLI
479
Sumitomo Life Insurance
Japan
$4.53M -$253K -2,715 -5%
FTIOP
480
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.5M +$820K +8,818 +22%
CTC
481
Central Trust Company
Missouri
$4.47M +$16.7K +180 +0.4%
MYAM
482
Meiji Yasuda Asset Management
Japan
$4.42M -$27K -290 -0.6%
WF
483
Welch & Forbes
Massachusetts
$4.42M -$120K -1,291 -3%
AA
484
AlphaMark Advisors
Kentucky
$4.37M -$35.7K -384 -0.8%
CCP
485
Clarkston Capital Partners
Michigan
$4.36M +$197K +2,115 +5%
SJL
486
Shayne & Jacobs LLC
Tennessee
$4.35M -$15.1K -162 -0.3%
PP
487
Paloma Partners
Connecticut
$4.35M -$2.27M -24,370 -34%
PAI
488
Pittenger & Anderson Inc
Nebraska
$4.35M +$70.7K +760 +2%
APFBOT
489
Amica Pension Fund Board of Trustees
Rhode Island
$4.34M – – –
BBHC
490
Brown Brothers Harriman & Co
New York
$4.32M -$3.91M -42,023 -47%
CPS
491
Counsel Portfolio Services
Ontario, Canada
$4.32M +$1.52M +16,335 +54%
DC
492
Davenport & Co
Virginia
$4.31M +$127K +1,365 +3%
RJT
493
Raymond James Trust
Florida
$4.28M +$279K +2,997 +7%
NLI
494
Nippon Life Insurance
Japan
$4.24M -$106K -1,140 -2%
RCM
495
Riverpark Capital Management
New York
$4.22M +$430K +4,625 +11%
SCM
496
SKBA Capital Management
California
$4.21M +$884K +9,500 +27%
FCT
497
Family Capital Trust
Massachusetts
$4.2M +$165K +1,775 +4%
MHC
498
Meyer Handelman Company
New York
$4.18M +$55.8K +600 +1%
MCM
499
McMillion Capital Management
North Carolina
$4.17M -$233K -2,500 -5%
PC
500
Pecaut & Co
Iowa
$4.17M -$140K -1,500 -3%
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