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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 %
BOS
651
Bank of Stockton
California
$1.93M +$12.7K +134 +0.7%
ECM
652
Everence Capital Management
Indiana
$1.9M – – –
SKK
653
Shepherd Kaplan Krochuk
Massachusetts
$1.9M -$248K -2,614 -12%
HPIA
654
Hamilton Point Investment Advisors
North Carolina
$1.88M -$32.2K -339 -2%
PCM
655
Princeton Capital Management
New Jersey
$1.87M +$7.87K +83 +0.4%
CT
656
Coastline Trust
Rhode Island
$1.87M – – –
WS
657
Wedbush Securities
California
$1.86M +$18.5K +195 +1%
PAM
658
PartnerRe Asset Management
Connecticut
$1.84M -$259K -2,726 -12%
PFSC
659
Peoples Financial Services Corp
Pennsylvania
$1.83M -$28.5K -300 -2%
OCM
660
One Capital Management
California
$1.83M -$3.8K -40 -0.2%
Parallax Volatility Advisers
661
Parallax Volatility Advisers
California
$1.82M -$23M -242,084 -93%
Aristotle Capital Management
662
Aristotle Capital Management
California
$1.82M – – –
LNWWM
663
Laird Norton Wetherby Wealth Management
California
$1.81M -$57.3K -604 -3%
DBIA
664
Dumont & Blake Investment Advisors
New Jersey
$1.81M -$102K -1,075 -5%
LC
665
Lourd Capital
California
$1.81M +$2.47K +26 +0.1%
WIL
666
Winifred I. Li
$1.8M -$15.5K -163 -0.8%
NA
667
Navellier & Associates
Nevada
$1.8M +$272K +2,867 +18%
HAM
668
Highstreet Asset Management
Ontario, Canada
$1.79M +$275K +2,900 +18%
FNB
669
First Niagara Bank
New York
$1.79M -$72.7K -766 -4%
DPIM
670
Duff & Phelps Investment Management
Illinois
$1.79M – – –
FA
671
FDx Advisors
Illinois
$1.79M +$377K +3,976 +27%
HCM
672
Howland Capital Management
Massachusetts
$1.77M -$94.9K -1,000 -5%
CC
673
ClearArc Capital
Ohio
$1.76M -$73.6K -776 -4%
IMOV
674
Investment Management of Virginia
Virginia
$1.75M -$38.9K -410 -2%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$1.75M +$356K +3,754 +26%
25 26
27
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