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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 %
PIM
601
Profit Investment Management
Maryland
$2.44M – – –
KCMRT
602
Kemper Corp Master Retirement Trust
Illinois
$2.43M – – –
HCMT
603
Highland Capital Management (Tennessee)
Tennessee
$2.41M -$36K -400 -1%
GLRA
604
Gerald L. Ray & Associates
Texas
$2.41M – – –
VV
605
Verity & Verity
South Carolina
$2.37M +$54.3K +603 +2%
AWP
606
Ascent Wealth Partners
New York
$2.36M +$22.5K +250 +1%
SSB
607
Sandy Spring Bank
Maryland
$2.35M +$15.1K +168 +0.6%
ACP
608
Ashfield Capital Partners
California
$2.34M +$22.1K +245 +1%
CCT
609
Chemung Canal Trust
New York
$2.33M +$380K +4,225 +20%
SGH
610
Schonfeld Group Holdings
New York
$2.33M +$2.33M +25,871 New
TNBTD
611
Trustmark National Bank Trust Department
Mississippi
$2.32M -$106K -1,172 -4%
MC
612
Moors & Cabot
Massachusetts
$2.3M +$2.3M +25,551 New
TCP
613
TAMRO Capital Partners
Virginia
$2.3M -$187K -2,081 -8%
EHWM
614
Eads & Heald Wealth Management
Georgia
$2.28M -$24.3K -270 -1%
WRM
615
Westport Resources Management
Connecticut
$2.26M +$41.7K +463 +2%
BMM
616
Buffington Mohr McNeal
Idaho
$2.26M -$22.5K -250 -1%
GIP
617
Greatmark Investment Partners
Georgia
$2.26M – – –
HC
618
Hourglass Capital
Texas
$2.26M -$34.9K -388 -2%
GIM
619
Grassi Investment Management
California
$2.25M – – –
TCM
620
Twin Capital Management
Pennsylvania
$2.23M +$18K +200 +0.8%
EOJOAM
621
E. Ohman J:or Asset Management
Sweden
$2.22M -$221K -2,450 -9%
Northwestern Mutual Wealth Management
622
Northwestern Mutual Wealth Management
Wisconsin
$2.21M -$8.37K -93 -0.4%
ATC
623
Argent Trust Company
Louisiana
$2.21M +$60.3K +670 +3%
FMBTD
624
First Midwest Bank Trust Division
Illinois
$2.2M +$799K +8,876 +57%
MCM
625
Mazama Capital Management
Oregon
$2.19M +$2.19M +24,310 New
23 24
25
26 27