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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 %
CWM
626
Concert Wealth Management
California
$2.18M +$685K +7,556 +46%
FT
627
Fiduciary Trust
Massachusetts
$2.18M +$45.7K +508 +2%
AB
628
Amalgamated Bank
New York
$2.17M -$43.6K -484 -2%
GIM
629
Guardian Investment Management
California
$2.17M – – –
ACM
630
Alpha Capital Management
Texas
$2.16M +$6.75K +75 +0.3%
ST
631
Smithfield Trust
Pennsylvania
$2.15M -$141K -1,568 -6%
BA
632
Birinyi Associates
Connecticut
$2.15M – – –
BWP
633
Baldwin Wealth Partners
Massachusetts
$2.15M -$24K -267 -1%
HCA
634
Horan Capital Advisors
Ohio
$2.14M +$148K +1,640 +7%
SAG
635
Sterne Agee Group
Alabama
$2.13M +$878K +9,746 +70%
IIC
636
Ironwood Investment Counsel
Arizona
$2.12M -$283K -3,142 -12%
BAS
637
Brown Advisory Securities
Maryland
$2.12M -$53.3K -592 -2%
MIM
638
Midwest Investment Management
Ohio
$2.1M -$66.2K -735 -3%
WFM
639
Wilmington Funds Management
Delaware
$2.09M -$359K -3,984 -15%
GA
640
GFS Advisors
Texas
$2.09M – – –
Creative Planning
641
Creative Planning
Kansas
$2.08M -$71.7K -796 -3%
SWM
642
Segment Wealth Management
Texas
$2.08M +$310K +3,440 +18%
Cambridge Investment Research Advisors
643
Cambridge Investment Research Advisors
Iowa
$2.07M +$15.8K +175 +0.8%
RMCM
644
Reynders McVeigh Capital Management
Massachusetts
$2.06M +$38.9K +432 +2%
WTIM
645
Wilmington Trust Investment Management
Delaware
$2.04M +$522K +5,800 +34%
SKK
646
Shepherd Kaplan Krochuk
Massachusetts
$2.04M -$243K -2,700 -11%
FWIA
647
Fort Washington Investment Advisors
Ohio
$2.03M -$191K -2,124 -9%
CCM
648
CrestPoint Capital Management
Missouri
$2.03M +$45K +500 +2%
PAM
649
PartnerRe Asset Management
Connecticut
$1.99M -$8.37K -93 -0.4%
BC
650
Brinker Capital
Pennsylvania
$1.98M +$46.2K +513 +2%
24 25
26
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