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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 %
LMIM
526
Lockheed Martin Investment Management
Maryland
$3.42M +$3.42M +38,000 New
FTIOP
527
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.39M +$284K +3,150 +9%
RW
528
Rand Wealth
Maryland
$3.37M +$43.8K +487 +1%
FNFDCM
529
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.36M +$47.7K +530 +1%
B
530
Baird
Wisconsin
$3.35M -$126K -1,399 -4%
MCM
531
Murphy Capital Management
New Jersey
$3.34M +$59K +656 +2%
OCM
532
Olstein Capital Management
New York
$3.33M – – –
FAM
533
Fiduciary Asset Management
Missouri
$3.3M +$3.3M +36,680 New
AIM
534
Arcadia Investment Management
Michigan
$3.3M +$212K +2,355 +7%
GC
535
GMT Capital
Georgia
$3.29M -$28.7M -319,200 -90%
HW
536
Hancock Whitney
Mississippi
$3.28M +$55.6K +618 +2%
NG
537
NatWest Group
United Kingdom
$3.28M -$6.74M -74,817 -67%
FM
538
Foster & Motley
Ohio
$3.27M -$1.35K -15 -0%
OA
539
OFI Advisors
Pennsylvania
$3.23M -$15.6K -173 -0.5%
SIC
540
Sigma Investment Counselors
Michigan
$3.17M -$31.8K -353 -1%
PAM
541
Paradigm Asset Management
New York
$3.16M +$630K +7,000 +25%
Jones Financial Companies
542
Jones Financial Companies
Missouri
$3.16M -$1.58M -17,570 -33%
PWM
543
Perigon Wealth Management
California
$3.16M -$54K -600 -2%
AC
544
Alleghany Corporation
New York
$3.15M – – –
SWITC
545
Stewart West Indies Trading Company
Colorado
$3.15M – – –
BAM
546
Barrett Asset Management
New York
$3.15M – – –
SIG
547
Schooner Investment Group
Pennsylvania
$3.15M +$900K +10,000 +40%
UCFA
548
United Capital Financial Advisors
Texas
$3.15M +$1.07M +11,888 +52%
KIA
549
KCM Investment Advisors
California
$3.14M +$56.7K +630 +2%
WJA
550
Williams Jones & Associates
New York
$3.12M +$2.07M +23,000 +197%
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