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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 %
OWD
651
Osborn Williams & Donohoe
Ohio
$1.97M – – –
AO
652
Allen Operations
New York
$1.95M – – –
Thrivent Financial for Lutherans
653
Thrivent Financial for Lutherans
Minnesota
$1.94M – – –
SCM
654
Siphron Capital Management
California
$1.91M -$422K -4,690 -18%
DSI
655
Daiwa SB Investments
Japan
$1.91M -$207K -2,298 -10%
WOC
656
West Oak Capital
California
$1.91M -$66.6K -740 -3%
FA
657
FMA Advisory
Pennsylvania
$1.9M +$55.3K +614 +3%
BBA
658
BLB&B Advisors
Pennsylvania
$1.9M +$13.5K +150 +0.7%
CAN
659
Cetera Advisor Networks
California
$1.88M +$7.83K +87 +0.4%
SBWM
660
Sunflower Bank Wealth Management
Arizona
$1.85M -$9.01K -100 -0.5%
MPA
661
Marvin & Palmer Associates
Delaware
$1.84M +$301K +3,345 +20%
FNT
662
First National Trust
Pennsylvania
$1.83M -$104K -1,158 -5%
Mirae Asset Global Investments
663
Mirae Asset Global Investments
South Korea
$1.83M -$548K -6,085 -23%
HPIA
664
Hamilton Point Investment Advisors
North Carolina
$1.82M +$1.82M +20,200 New
DBIA
665
Dumont & Blake Investment Advisors
New Jersey
$1.82M -$6.3K -70 -0.3%
BOS
666
Bank of Stockton
California
$1.82M -$23.9K -265 -1%
ECM
667
Everence Capital Management
Indiana
$1.81M – – –
DCM
668
Dialectic Capital Management
Connecticut
$1.8M +$119K +1,323 +7%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$1.78M -$6.84K -76 -0.4%
CT
670
Coastline Trust
Rhode Island
$1.78M -$2.25K -25 -0.1%
CM
671
Churchill Management
California
$1.77M +$500K +5,552 +39%
HCM
672
Howland Capital Management
Massachusetts
$1.77M – – –
PCM
673
Princeton Capital Management
New Jersey
$1.77M -$45.4K -504 -3%
FNB
674
First Niagara Bank
New York
$1.77M -$18K -200 -1%
PFSC
675
Peoples Financial Services Corp
Pennsylvania
$1.76M – – –
25 26
27
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