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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWIA
601
Fort Washington Investment Advisors
Ohio
$2.43M +$291K +3,069 +14%
SAG
602
Sterne Agee Group
Alabama
$2.43M +$190K +2,002 +8%
SSB
603
Sandy Spring Bank
Maryland
$2.43M -$42.7K -450 -2%
HCA
604
Horan Capital Advisors
Ohio
$2.43M +$177K +1,870 +8%
Creative Planning
605
Creative Planning
Kansas
$2.41M +$217K +2,285 +10%
CWM
606
Concert Wealth Management
California
$2.4M +$234K +2,599 +11%
NB
607
Norinchukin Bank
Japan
$2.38M -$367K -3,873 -13%
ATC
608
Argent Trust Company
Louisiana
$2.37M +$46K +485 +2%
BMM
609
Buffington Mohr McNeal
Idaho
$2.37M -$15.2K -160 -0.6%
GIM
610
Grassi Investment Management
California
$2.37M – – –
GIP
611
Greatmark Investment Partners
Georgia
$2.36M -$12.8K -135 -0.5%
TCM
612
Twin Capital Management
Pennsylvania
$2.34M -$3.8K -40 -0.2%
EOJOAM
613
E. Ohman J:or Asset Management
Sweden
$2.34M – – –
WRM
614
Westport Resources Management
Connecticut
$2.33M -$55.6K -586 -2%
DCM
615
Dupont Capital Management
Delaware
$2.32M -$2.03M -21,397 -47%
Cambridge Investment Research Advisors
616
Cambridge Investment Research Advisors
Iowa
$2.32M +$140K +1,472 +6%
TCP
617
TAMRO Capital Partners
Virginia
$2.31M -$110K -1,158 -5%
GIM
618
Guardian Investment Management
California
$2.29M – – –
SWM
619
Segment Wealth Management
Texas
$2.29M +$103K +1,088 +5%
FT
620
Fiduciary Trust
Massachusetts
$2.28M -$14K -148 -0.6%
BWP
621
Baldwin Wealth Partners
Massachusetts
$2.28M +$17.4K +183 +0.8%
FMBTD
622
First Midwest Bank Trust Division
Illinois
$2.25M -$60.1K -633 -3%
Northwestern Mutual Wealth Management
623
Northwestern Mutual Wealth Management
Wisconsin
$2.24M -$93K -980 -4%
BAS
624
Brown Advisory Securities
Maryland
$2.22M -$379 -4 -0%
ACM
625
Alpha Capital Management
Texas
$2.22M -$50.9K -536 -2%
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25
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