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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 %
VC
501
Vestor Capital
Illinois
$3.93M -$1.26M -13,333 -24%
CL
502
CFS LLC
Oklahoma
$3.89M – – –
MIS
503
Morningstar Investment Services
Illinois
$3.89M +$604K +6,368 +18%
Truist Financial
504
Truist Financial
North Carolina
$3.87M +$46.1K +486 +1%
HIC
505
Hartline Investment Corp
Illinois
$3.87M -$9.49K -100 -0.2%
LC
506
Lilley & Co
Michigan
$3.82M -$12.1K -128 -0.3%
CIA
507
Choate Investment Advisors
Massachusetts
$3.82M -$375K -3,956 -9%
CIS
508
Connors Investor Services
Pennsylvania
$3.8M +$77.3K +815 +2%
BCM
509
Birmingham Capital Management
Alabama
$3.78M – – –
Federated Hermes
510
Federated Hermes
Pennsylvania
$3.77M -$768K -8,092 -17%
AIA
511
Alerus Investment Advisors
Minnesota
$3.75M +$21.7K +229 +0.6%
AIM
512
Arcadia Investment Management
Michigan
$3.71M +$235K +2,480 +7%
UCFA
513
United Capital Financial Advisors
Texas
$3.68M +$366K +3,862 +11%
ECM
514
Exchange Capital Management
Michigan
$3.67M -$43.2K -455 -1%
AIM
515
abrdn Investment Management
United Kingdom
$3.66M -$170K -1,788 -4%
LPT
516
Legacy Private Trust
Wisconsin
$3.65M -$25.9K -273 -0.7%
DL
517
Delta Lloyd
Netherlands
$3.64M +$416K +4,380 +13%
BP
518
Banyan Partners
Florida
$3.64M -$28.6K -301 -0.8%
FTIOP
519
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.62M +$42.7K +450 +1%
DG
520
Davidson & Garrard
Virginia
$3.62M -$110K -1,160 -3%
PWM
521
Perigon Wealth Management
California
$3.61M +$285K +3,000 +9%
LMIM
522
Lockheed Martin Investment Management
Maryland
$3.61M – – –
FNFDCM
523
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.55M +$11.9K +125 +0.3%
MCM
524
Murphy Capital Management
New Jersey
$3.55M +$21.6K +228 +0.6%
B
525
Baird
Wisconsin
$3.53M -$190 -2 -0%
19 20
21
22 23