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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 %
GMIM
501
General Motors Investment Management
New York
$3.93M -$90.1K -1,001 -2%
NB
502
NBT Bank
New York
$3.92M -$2.43K -27 -0.1%
BF
503
BOK Financial
Oklahoma
$3.9M +$94.5K +1,050 +2%
FG
504
FSI Group
Ohio
$3.89M +$3.89M +43,212 New
NRS
505
Neville Rodie & Shaw
New York
$3.88M -$424K -4,712 -10%
RJT
506
Raymond James Trust
Florida
$3.86M +$127K +1,416 +3%
TSW
507
Thompson Siegel & Walmsley
Virginia
$3.85M -$945K -10,500 -20%
RA
508
RiverPark Advisors
New York
$3.76M +$1.2M +13,304 +47%
GCA
509
Greenwood Capital Associates
South Carolina
$3.76M -$257K -2,858 -6%
CL
510
CFS LLC
Oklahoma
$3.69M – – –
HIC
511
Hartline Investment Corp
Illinois
$3.68M – – –
CCP
512
Clarkston Capital Partners
Michigan
$3.65M +$175K +1,949 +5%
LC
513
Lilley & Co
Michigan
$3.64M +$14.5K +161 +0.4%
AIM
514
abrdn Investment Management
United Kingdom
$3.64M -$6.03K -67 -0.2%
Truist Financial
515
Truist Financial
North Carolina
$3.63M -$460K -5,110 -11%
TH
516
Timber Hill
Connecticut
$3.61M +$3.61M +40,100 New
BOH
517
Bank of Hawaii
Hawaii
$3.59M -$211K -2,345 -6%
BCM
518
Birmingham Capital Management
Alabama
$3.59M -$96.8K -1,075 -3%
DG
519
Davidson & Garrard
Virginia
$3.54M -$204K -2,264 -5%
CIS
520
Connors Investor Services
Pennsylvania
$3.53M -$2.25M -24,945 -39%
AIA
521
Alerus Investment Advisors
Minnesota
$3.53M -$1.34M -14,873 -27%
ECM
522
Exchange Capital Management
Michigan
$3.53M +$34.2K +380 +1%
PGIM
523
Pacific Global Investment Management
California
$3.49M +$479K +5,319 +16%
LPT
524
Legacy Private Trust
Wisconsin
$3.49M +$142K +1,576 +4%
BP
525
Banyan Partners
Florida
$3.48M -$441K -4,899 -11%
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