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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 %
MIS
551
Morningstar Investment Services
Illinois
$3.12M +$35.7K +397 +1%
BIM
552
Barton Investment Management
Pennsylvania
$3.12M -$78.7K -874 -2%
QT
553
Quantbot Technologies
New York
$3.11M +$3.11M +34,598 New
DL
554
Delta Lloyd
Netherlands
$3.06M +$243K +2,702 +9%
NIS
555
National Investment Services
Wisconsin
$3.05M – – –
M&T Bank
556
M&T Bank
New York
$3.05M +$1.04M +11,575 +52%
VST
557
Van Strum & Towne
California
$3.03M – – –
MCC
558
Malaga Cove Capital
California
$3.02M -$2.28K -25 -0.1%
PA
559
Profund Advisors
Maryland
$3.02M -$173K -1,916 -5%
MCTIC
560
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.97M +$137K +1,520 +5%
ECM
561
Estabrook Capital Management
New York
$2.96M -$132K -1,461 -4%
IAM
562
Integre Asset Management
New York
$2.94M -$36.8K -409 -1%
SC
563
Scotia Capital
Ontario, Canada
$2.9M +$272K +3,019 +10%
TC
564
Telemus Capital
Michigan
$2.9M +$53.3K +592 +2%
WTNA
565
Wilmington Trust National Association
Delaware
$2.89M -$55.3K -614 -2%
WSCM
566
Wellington Shields Capital Management
New York
$2.89M -$117K -1,300 -4%
RAM
567
Roanoke Asset Management
New Jersey
$2.87M +$4.95K +55 +0.2%
CC
568
Capital Counsel
New York
$2.87M – – –
CP
569
Cumberland Partners
Ontario, Canada
$2.87M +$374K +4,150 +15%
GAG
570
GM Advisory Group
New York
$2.85M +$2.85M +32,099 New
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.84M -$101K -1,121 -3%
MERSOM
572
Municipal Employees' Retirement System of Michigan
Michigan
$2.83M -$54K -600 -2%
JIC
573
Johnson Investment Counsel
Ohio
$2.81M +$82K +911 +3%
FDCC
574
Foster Dykema Cabot & Co
Massachusetts
$2.8M -$10.8K -120 -0.4%
BWAM
575
Boyd Watterson Asset Management
Ohio
$2.79M -$145K -1,608 -5%
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