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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 %
GAG
576
GM Advisory Group
New York
$2.85M +$833K +8,951 +41%
PFP
577
Pinnacle Financial Partners
Tennessee
$2.85M +$93.8K +1,008 +3%
DCM
578
Donaldson Capital Management
Indiana
$2.84M -$32.6K -350 -1%
RC
579
Roundview Capital
New Jersey
$2.84M +$1.56M +16,720 +122%
OA
580
Outfitter Advisors
Virginia
$2.8M -$9.3K -100 -0.3%
First Trust Advisors
581
First Trust Advisors
Illinois
$2.79M -$1.58M -16,991 -36%
PRA
582
Parametric Risk Advisors
Connecticut
$2.79M -$573K -6,161 -17%
HAI
583
Hennessy Advisors Inc
California
$2.79M +$2.79M +30,000 New
HCA
584
Horan Capital Advisors
Ohio
$2.78M +$117K +1,255 +4%
FDCC
585
Foster Dykema Cabot & Co
Massachusetts
$2.77M -$66.1K -710 -2%
IAM
586
Integre Asset Management
New York
$2.74M -$51.5K -554 -2%
AGM
587
Alpine Global Management
New York
$2.72M +$2.72M +29,232 New
CBT
588
Central Bank & Trust
Kentucky
$2.7M -$2.34M -25,096 -46%
P
589
Pitcairn
Pennsylvania
$2.69M +$35.8K +385 +1%
AUB
590
Atlantic Union Bankshares
Virginia
$2.68M +$193K +2,079 +8%
RJFSA
591
Raymond James Financial Services Advisors
Florida
$2.68M +$18.5K +199 +0.7%
RDM
592
Retirement Design & Management
Connecticut
$2.68M +$2.68M +28,759 New
WSFS
593
Wilmington Savings Fund Society
Delaware
$2.66M +$116K +1,246 +5%
BA
594
Bridgewater Associates
Connecticut
$2.65M -$18.2M -195,606 -87%
Cambridge Investment Research Advisors
595
Cambridge Investment Research Advisors
Iowa
$2.65M +$160K +1,719 +6%
AT
596
Arden Trust
Delaware
$2.63M +$43.8K +471 +2%
MM
597
Meridian Management
Arkansas
$2.63M +$62.8K +675 +2%
VV
598
Verity & Verity
South Carolina
$2.62M +$38.7K +416 +2%
IMOV
599
Investment Management of Virginia
Virginia
$2.61M +$1.02M +10,960 +64%
ECM
600
Estabrook Capital Management
New York
$2.61M -$124K -1,337 -5%
22 23
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