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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 %
VST
551
Van Strum & Towne
California
$3.16M +$178K +1,910 +6%
MCTIC
552
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$3.14M -$35.8K -385 -1%
BIM
553
Barton Investment Management
Pennsylvania
$3.13M – – –
BAM
554
Barrett Asset Management
New York
$3.12M -$9.96K -107 -0.3%
QIM
555
Quantitative Investment Management
Virginia
$3.12M +$3.12M +33,500 New
CWM
556
Concert Wealth Management
California
$3.12M +$484K +5,194 +18%
ST
557
Spot Trading
Illinois
$3.1M -$1.29M -13,834 -29%
WSCM
558
Wellington Shields Capital Management
New York
$3.08M +$65.1K +700 +2%
MMM
559
Mendel Money Management
Illinois
$3.07M +$20.9K +225 +0.7%
RW
560
Rand Wealth
Maryland
$3.06M +$13.2K +159 +0.4%
AF
561
Arrow Financial
New York
$3.04M -$634K -6,810 -17%
JIC
562
Johnson Investment Counsel
Ohio
$3.03M +$150K +1,613 +5%
BW
563
Bison Wealth
Georgia
$3.02M +$3.02M +32,408 New
TC
564
Telemus Capital
Michigan
$3M +$7.91K +85 +0.3%
CC
565
Capital Counsel
New York
$2.99M – – –
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.94M -$93.7K -1,007 -3%
MERSOM
567
Municipal Employees' Retirement System of Michigan
Michigan
$2.93M – – –
GMIM
568
General Motors Investment Management
New York
$2.93M -$457K -4,912 -14%
LBC
569
Lowe Brockenbrough & Co
Virginia
$2.92M -$97.7K -1,050 -3%
SAG
570
Sterne Agee Group
Alabama
$2.92M +$198K +2,129 +7%
ECML
571
Eagle Capital Management (Louisiana)
Louisiana
$2.91M +$39.2K +421 +1%
BFO
572
Boston Family Office
Massachusetts
$2.91M +$73K +785 +3%
MCA
573
Mercer Capital Advisers
New Jersey
$2.9M +$2.9M +31,198 New
BF
574
BOK Financial
Oklahoma
$2.9M -$1.34M -14,359 -32%
AP
575
AHL Partners
United Kingdom
$2.86M -$914K -9,823 -24%
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