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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 %
FNT
626
First National Trust
Pennsylvania
$2.23M +$56.9K +612 +3%
FT
627
Fiduciary Trust
Massachusetts
$2.22M +$29.9K +321 +1%
WRM
628
Westport Resources Management
Connecticut
$2.21M -$104K -1,119 -4%
BOH
629
Bank of Hawaii
Hawaii
$2.21M -$424K -4,554 -16%
VKH
630
Virtu KCG Holdings
New York
$2.2M -$915K -9,841 -29%
BAS
631
Brown Advisory Securities
Maryland
$2.2M -$1.31K -14 -0.1%
OAC
632
OMERS Administration Corp
Ontario, Canada
$2.2M +$2.2M +23,600 New
Bessemer Group
633
Bessemer Group
New Jersey
$2.19M -$628K -6,754 -22%
GCA
634
Gideon Capital Advisors
New York
$2.18M -$234K -2,516 -10%
NA
635
Navellier & Associates
Nevada
$2.17M +$201K +2,163 +10%
ATC
636
Argent Trust Company
Louisiana
$2.16M -$63.6K -684 -3%
RMCM
637
Reynders McVeigh Capital Management
Massachusetts
$2.14M +$37.8K +406 +2%
ACM
638
Alpha Capital Management
Texas
$2.14M -$29.5K -317 -1%
B
639
Bailard
California
$2.14M -$228K -2,455 -10%
Jones Financial Companies
640
Jones Financial Companies
Missouri
$2.14M -$207K -2,222 -9%
CCM
641
CrestPoint Capital Management
Missouri
$2.13M – – –
TCM
642
Twin Capital Management
Pennsylvania
$2.13M +$19.5K +210 +0.9%
FA
643
FDx Advisors
Illinois
$2.12M +$602K +6,474 +40%
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$2.1M -$119K -1,276 -5%
GA
645
GFS Advisors
Texas
$2.1M – – –
EHWM
646
Eads & Heald Wealth Management
Georgia
$2.1M +$18.4K +198 +0.9%
SAM
647
Symphony Asset Management
California
$2.09M +$2.09M +22,413 New
BC
648
Brinker Capital
Pennsylvania
$2.05M -$7.16K -77 -0.3%
MIM
649
Midwest Investment Management
Ohio
$2.05M -$23.3K -250 -1%
HAM
650
Highstreet Asset Management
Ontario, Canada
$2.04M -$186K -2,000 -8%
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