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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 %
FAT
501
First American Trust
California
$4.16M -$129K -1,390 -3%
NRS
502
Neville Rodie & Shaw
New York
$4.11M +$147K +1,576 +4%
GD
503
Grandfield & Dodd
New York
$4.11M +$186K +2,000 +5%
NB
504
Norinchukin Bank
Japan
$4.09M +$1.53M +16,462 +60%
PGIM
505
Pacific Global Investment Management
California
$4.06M +$45.3K +487 +1%
Robeco Institutional Asset Management
506
Robeco Institutional Asset Management
Netherlands
$4.06M -$6.42M -68,950 -61%
DL
507
Delta Lloyd
Netherlands
$3.96M +$175K +1,879 +5%
AA
508
Apriem Advisors
California
$3.91M +$1.01M +10,825 +35%
TMAM
509
Tokio Marine Asset Management
Japan
$3.89M -$1.44M -15,510 -27%
LMIM
510
Lockheed Martin Investment Management
Maryland
$3.87M -$930K -10,000 -19%
NEI
511
Northwest & Ethical Investments
Ontario, Canada
$3.86M -$465K -5,000 -11%
AIM
512
Arcadia Investment Management
Michigan
$3.86M -$17.2K -185 -0.4%
AIP
513
Ameritas Investment Partners
Nebraska
$3.82M -$31.8K -342 -0.8%
ECM
514
Exchange Capital Management
Michigan
$3.81M +$220K +2,368 +6%
OA
515
OFI Advisors
Pennsylvania
$3.79M +$17.2K +185 +0.5%
VC
516
Vestor Capital
Illinois
$3.79M -$77.7K -835 -2%
PSUF
517
People's United Financial
Connecticut
$3.79M -$137K -1,476 -3%
HIC
518
Hartline Investment Corp
Illinois
$3.78M -$9.3K -100 -0.2%
DG
519
Davidson & Garrard
Virginia
$3.78M +$124K +1,332 +3%
Creative Planning
520
Creative Planning
Kansas
$3.78M +$70.2K +755 +2%
PA
521
Profund Advisors
Maryland
$3.77M +$359K +3,863 +11%
Federated Hermes
522
Federated Hermes
Pennsylvania
$3.74M -$252K -2,703 -6%
CI
523
Conning Inc
Connecticut
$3.72M -$92.1K -990 -2%
NB
524
NBT Bank
New York
$3.71M -$15.1K -162 -0.4%
AIA
525
Alerus Investment Advisors
Minnesota
$3.7M -$59.7K -642 -2%
19 20
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