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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 %
GA
626
GFS Advisors
Texas
$2.21M – – –
ST
627
Smithfield Trust
Pennsylvania
$2.2M -$63.2K -666 -3%
EHWM
628
Eads & Heald Wealth Management
Georgia
$2.17M -$235K -2,472 -10%
RMCM
629
Reynders McVeigh Capital Management
Massachusetts
$2.16M -$5.6K -59 -0.3%
FNT
630
First National Trust
Pennsylvania
$2.14M +$213K +2,241 +11%
CCM
631
CrestPoint Capital Management
Missouri
$2.11M -$28.5K -300 -1%
BC
632
Brinker Capital
Pennsylvania
$2.1M +$15.6K +164 +0.7%
GAG
633
GM Advisory Group
New York
$2.09M -$961K -10,124 -32%
MIM
634
Midwest Investment Management
Ohio
$2.08M -$126K -1,325 -6%
OWD
635
Osborn Williams & Donohoe
Ohio
$2.07M – – –
BBA
636
BLB&B Advisors
Pennsylvania
$2.06M +$55.3K +583 +3%
AO
637
Allen Operations
New York
$2.05M – – –
CAN
638
Cetera Advisor Networks
California
$2.05M +$64K +675 +3%
FAM
639
Fortaleza Asset Management
Illinois
$2.05M +$410K +4,320 +25%
LTFS
640
Ladenburg Thalmann Financial Services
Florida
$2.04M -$561K -5,914 -22%
Thrivent Financial for Lutherans
641
Thrivent Financial for Lutherans
Minnesota
$2.04M – – –
HC
642
Hourglass Capital
Texas
$2.03M -$346K -3,650 -15%
DSI
643
Daiwa SB Investments
Japan
$2.03M +$19.9K +210 +1%
FA
644
FMA Advisory
Pennsylvania
$2.03M +$23.1K +243 +1%
Mirae Asset Global Investments
645
Mirae Asset Global Investments
South Korea
$2.02M +$94.6K +998 +5%
WTIM
646
Wilmington Trust Investment Management
Delaware
$2.01M -$142K -1,500 -7%
WOC
647
West Oak Capital
California
$1.99M -$15.2K -160 -0.8%
WJA
648
Williams Jones & Associates
New York
$1.94M -$1.35M -14,230 -41%
PL
649
Perpetual Ltd
Australia
$1.94M +$303K +3,194 +19%
SBWM
650
Sunflower Bank Wealth Management
Arizona
$1.94M -$9.49K -100 -0.5%
24 25
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