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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 %
FNBT
601
FineMark National Bank & Trust
Florida
$2.61M +$58.4K +628 +2%
FAM
602
Foothills Asset Management
Arizona
$2.6M -$50.1K -538 -2%
BWAM
603
Boyd Watterson Asset Management
Ohio
$2.58M -$48.6K -522 -2%
PIM
604
Profit Investment Management
Maryland
$2.58M -$29.8K -320 -1%
AWP
605
Ascent Wealth Partners
New York
$2.56M +$78.2K +840 +3%
NEAM
606
New England Asset Management
Connecticut
$2.54M -$3.88M -41,700 -60%
FAM
607
Fortaleza Asset Management
Illinois
$2.53M +$570K +6,130 +29%
BCM
608
Boltwood Capital Management
California
$2.52M – – –
KCMRT
609
Kemper Corp Master Retirement Trust
Illinois
$2.51M – – –
ACP
610
Ashfield Capital Partners
California
$2.51M – – –
Rafferty Asset Management
611
Rafferty Asset Management
New York
$2.5M -$519K -5,580 -17%
GLRA
612
Gerald L. Ray & Associates
Texas
$2.49M -$3.91K -42 -0.2%
SWM
613
Segment Wealth Management
Texas
$2.48M +$102K +1,098 +4%
Northwestern Mutual Wealth Management
614
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$163K +1,747 +7%
HCMT
615
Highland Capital Management (Tennessee)
Tennessee
$2.45M +$65.1K +700 +3%
SSB
616
Sandy Spring Bank
Maryland
$2.43M +$46K +494 +2%
TNBTD
617
Trustmark National Bank Trust Department
Mississippi
$2.36M -$18.6K -200 -0.8%
BCM
618
BlueCrest Capital Management
Jersey
$2.35M -$4.35M -46,720 -65%
SC
619
Scotia Capital
Ontario, Canada
$2.35M -$69.8K -752 -3%
CCT
620
Chemung Canal Trust
New York
$2.31M +$23.3K +250 +1%
GIM
621
Grassi Investment Management
California
$2.3M – – –
BA
622
Birinyi Associates
Connecticut
$2.27M -$233K -2,500 -9%
AB
623
Amalgamated Bank
New York
$2.26M -$329K -3,534 -13%
GIM
624
Guardian Investment Management
California
$2.24M – – –
MC
625
Moors & Cabot
Massachusetts
$2.23M -$43.6K -468 -2%
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25
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