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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 %
RW
526
Rand Wealth
Maryland
$3.51M -$40.2K -424 -1%
OA
527
OFI Advisors
Pennsylvania
$3.49M +$86.3K +910 +3%
HW
528
Hancock Whitney
Mississippi
$3.48M +$15.3K +161 +0.4%
KIA
529
KCM Investment Advisors
California
$3.43M +$125K +1,320 +4%
DADC
530
D.A. Davidson & Co
Montana
$3.42M +$745K +7,859 +28%
RAM
531
Roanoke Asset Management
New Jersey
$3.41M +$386K +4,065 +13%
WTNA
532
Wilmington Trust National Association
Delaware
$3.38M +$328K +3,456 +11%
RCM
533
Riverpark Capital Management
New York
$3.35M +$3.35M +35,339 New
WMC
534
Westwood Management Corporation
Illinois
$3.34M +$2.58M +27,150 +339%
AC
535
Alleghany Corporation
New York
$3.32M – – –
SWITC
536
Stewart West Indies Trading Company
Colorado
$3.32M – – –
LBC
537
Lowe Brockenbrough & Co
Virginia
$3.31M -$4.35M -45,846 -57%
IAA
538
Ironsides Asset Advisors
North Carolina
$3.31M +$3.31M +34,915 New
BAM
539
Barrett Asset Management
New York
$3.31M -$9.49K -100 -0.3%
BIM
540
Barton Investment Management
Pennsylvania
$3.27M -$14.2K -150 -0.4%
M&T Bank
541
M&T Bank
New York
$3.23M +$23.1K +244 +0.7%
NIS
542
National Investment Services
Wisconsin
$3.21M – – –
SIC
543
Sigma Investment Counselors
Michigan
$3.2M -$141K -1,487 -4%
MCTIC
544
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.16M +$26.1K +275 +0.8%
BOH
545
Bank of Hawaii
Hawaii
$3.14M -$642K -6,767 -17%
SC
546
Scotia Capital
Ontario, Canada
$3.13M +$65.9K +694 +2%
MCC
547
Malaga Cove Capital
California
$3.12M -$24.8K -261 -0.8%
MYLI
548
Meiji Yasuda Life Insurance
Japan
$3.12M +$275K +2,900 +10%
TC
549
Telemus Capital
Michigan
$3.08M +$26.4K +278 +0.9%
WSCM
550
Wellington Shields Capital Management
New York
$3.07M +$28.5K +300 +0.9%
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