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American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
551
SKBA Capital Management
California
$3.13M +$1.57M +17,900 +100%
KIA
552
KCM Investment Advisors
California
$3.12M -$50.3K -575 -2%
IAA
553
Ironsides Asset Advisors
North Carolina
$3.09M +$32.3K +369 +1%
AC
554
Alleghany Corporation
New York
$3.06M – – –
MCTIC
555
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.99M +$76.6K +875 +3%
KRSITF
556
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.96M +$51.6K +569 +2%
WMC
557
Westwood Management Corporation
Illinois
$2.96M -$119K -1,360 -4%
SIC
558
Sigma Investment Counselors
Michigan
$2.95M -$4.73K -54 -0.2%
NCCM
559
Nine Chapters Capital Management
New Jersey
$2.95M +$2.95M +33,700 New
JG
560
Jefferies Group
New York
$2.95M +$1.66M +18,990 +129%
BAM
561
Barrett Asset Management
New York
$2.95M -$109K -1,250 -4%
BIM
562
Barton Investment Management
Pennsylvania
$2.95M -$69.2K -790 -2%
VKH
563
Virtu KCG Holdings
New York
$2.93M +$1.36M +15,545 +87%
CIM
564
Calvert Investment Management
Maryland
$2.89M +$2.13M +24,310 +279%
MMM
565
Mendel Money Management
Illinois
$2.87M +$2.87M +32,761 New
Two Sigma Investments
566
Two Sigma Investments
New York
$2.85M +$2.85M +32,516 New
Rafferty Asset Management
567
Rafferty Asset Management
New York
$2.84M -$1.03M -11,808 -27%
LBC
568
Lowe Brockenbrough & Co
Virginia
$2.84M -$218K -2,485 -7%
WSCM
569
Wellington Shields Capital Management
New York
$2.84M – – –
TC
570
Telemus Capital
Michigan
$2.82M -$27K -308 -0.9%
CC
571
Capital Counsel
New York
$2.81M +$21.9K +250 +0.8%
RAM
572
Roanoke Asset Management
New Jersey
$2.81M -$342K -3,910 -11%
VST
573
Van Strum & Towne
California
$2.8M +$56K +640 +2%
MERSOM
574
Municipal Employees' Retirement System of Michigan
Michigan
$2.76M +$8.76K +100 +0.3%
AA
575
Apriem Advisors
California
$2.73M +$2.73M +31,219 New
21 22
23
24 25