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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 %
LPT
526
Legacy Private Trust
Wisconsin
$3.63M +$4.65K +50 +0.1%
BCM
527
Birmingham Capital Management
Alabama
$3.62M -$27.9K -300 -0.8%
FNFDCM
528
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.61M +$29.8K +320 +0.8%
CIA
529
Choate Investment Advisors
Massachusetts
$3.61M -$134K -1,440 -4%
MSR
530
Main Street Research
Connecticut
$3.59M -$3.48M -37,412 -49%
MME
531
Meag Munich Ergo
Germany
$3.57M +$3.57M +37,865 New
DADC
532
D.A. Davidson & Co
Montana
$3.54M +$172K +1,856 +5%
RAM
533
Roanoke Asset Management
New Jersey
$3.53M +$542K +5,830 +18%
CP
534
Cumberland Partners
Ontario, Canada
$3.48M – – –
PWM
535
Perigon Wealth Management
California
$3.45M -$100K -1,080 -3%
HW
536
Hancock Whitney
Mississippi
$3.43M -$33.5K -360 -1%
MCM
537
Mazama Capital Management
Oregon
$3.41M -$3.02M -32,476 -47%
SI
538
Stephens Inc
Arkansas
$3.38M +$25.7K +276 +0.8%
OCM
539
Oakwood Capital Management
California
$3.38M +$3.38M +36,345 New
CIM
540
Calvert Investment Management
Maryland
$3.3M +$231K +2,483 +8%
IAA
541
Ironsides Asset Advisors
North Carolina
$3.28M -$4.19K -45 -0.1%
MYLI
542
Meiji Yasuda Life Insurance
Japan
$3.28M +$419K +4,500 +15%
BB
543
Busey Bank
Illinois
$3.27M -$73.4K -789 -2%
KIA
544
KCM Investment Advisors
California
$3.27M -$45.5K -489 -1%
AC
545
Alleghany Corporation
New York
$3.26M – – –
SGDR
546
SPX Gestao de Recursos
Brazil
$3.26M +$3.26M +35,000 New
PG
547
Patten Group
Tennessee
$3.25M +$3.25M +34,916 New
MCM
548
Murphy Capital Management
New Jersey
$3.21M -$465K -5,000 -13%
SIC
549
Sigma Investment Counselors
Michigan
$3.18M +$40.5K +435 +1%
LTFS
550
Ladenburg Thalmann Financial Services
Florida
$3.17M +$1.02M +10,971 +47%
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