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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 %
OA
576
Outfitter Advisors
Virginia
$2.78M -$125K -1,390 -4%
ECML
577
Eagle Capital Management (Louisiana)
Louisiana
$2.74M +$1.39M +15,463 +103%
AF
578
Ally Financial
Michigan
$2.7M +$2.7M +30,000 New
BFO
579
Boston Family Office
Massachusetts
$2.7M -$46.8K -520 -2%
MYLI
580
Meiji Yasuda Life Insurance
Japan
$2.7M -$406K -4,504 -13%
PFP
581
Pinnacle Financial Partners
Tennessee
$2.66M +$11.8K +131 +0.4%
FHC
582
First Houston Capital
Texas
$2.66M -$147K -1,630 -5%
JG
583
Jefferies Group
New York
$2.65M +$2.42M +26,831 +1,012%
DCM
584
Donaldson Capital Management
Indiana
$2.65M +$11.3K +125 +0.4%
B
585
Bailard
California
$2.65M -$151K -1,675 -5%
FAM
586
Foothills Asset Management
Arizona
$2.62M +$12.4K +138 +0.5%
NB
587
Norinchukin Bank
Japan
$2.61M +$315K +3,500 +14%
TAM
588
Trillium Asset Management
Massachusetts
$2.59M -$48.5K -539 -2%
P
589
Pitcairn
Pennsylvania
$2.59M -$1.39M -15,473 -35%
RJFSA
590
Raymond James Financial Services Advisors
Florida
$2.58M -$17.9K -199 -0.7%
DADC
591
D.A. Davidson & Co
Montana
$2.54M -$24K -267 -0.9%
FNBT
592
FineMark National Bank & Trust
Florida
$2.52M -$316K -3,506 -11%
BCM
593
Boltwood Capital Management
California
$2.52M -$122K -1,350 -5%
CONA
594
Capital One National Association
New York
$2.52M -$94.3K -1,047 -4%
AT
595
Arden Trust
Delaware
$2.5M -$114K -1,269 -4%
Bessemer Group
596
Bessemer Group
New Jersey
$2.49M -$57.6K -639 -2%
MM
597
Meridian Management
Arkansas
$2.49M +$41.4K +460 +2%
LTFS
598
Ladenburg Thalmann Financial Services
Florida
$2.47M +$184K +2,046 +8%
WSFS
599
Wilmington Savings Fund Society
Delaware
$2.46M -$32.3K -359 -1%
AUB
600
Atlantic Union Bankshares
Virginia
$2.45M +$2.45M +31,607 New
22 23
24
25 26