AXP icon

American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
EHWM
651
Eads & Heald Wealth Management
Georgia
$1.96M -$42.9K -490 -2%
MIM
652
Midwest Investment Management
Ohio
$1.95M +$26.7K +305 +1%
TCP
653
TAMRO Capital Partners
Virginia
$1.94M -$194K -2,211 -9%
BC
654
Brinker Capital
Pennsylvania
$1.94M -$525 -6 -0%
ST
655
Smithfield Trust
Pennsylvania
$1.92M -$107K -1,223 -5%
BBA
656
BLB&B Advisors
Pennsylvania
$1.92M +$23.6K +270 +1%
DSI
657
Daiwa SB Investments
Japan
$1.92M +$48.1K +550 +3%
OWD
658
Osborn Williams & Donohoe
Ohio
$1.92M – – –
IIC
659
Ironwood Investment Counsel
Arizona
$1.9M +$1.9M +21,735 New
GAG
660
GM Advisory Group
New York
$1.9M -$22.9K -261 -1%
AO
661
Allen Operations
New York
$1.89M – – –
Thrivent Financial for Lutherans
662
Thrivent Financial for Lutherans
Minnesota
$1.86M -$24.6K -281 -1%
NA
663
Navellier & Associates
Nevada
$1.86M +$193K +2,200 +12%
FAM
664
Fortaleza Asset Management
Illinois
$1.85M -$43.8K -500 -2%
FA
665
FMA Advisory
Pennsylvania
$1.84M -$32.7K -374 -2%
WOC
666
West Oak Capital
California
$1.82M -$14.9K -170 -0.8%
ECM
667
Everence Capital Management
Indiana
$1.8M – – –
KBC Group
668
KBC Group
Belgium
$1.78M -$30M -342,333 -94%
SBWM
669
Sunflower Bank Wealth Management
Arizona
$1.78M -$4.38K -50 -0.2%
HPIA
670
Hamilton Point Investment Advisors
North Carolina
$1.75M +$13.8K +158 +0.8%
SKK
671
Shepherd Kaplan Krochuk
Massachusetts
$1.75M – – –
BOS
672
Bank of Stockton
California
$1.75M -$29.3K -335 -2%
Aristotle Capital Management
673
Aristotle Capital Management
California
$1.74M +$63.5K +725 +4%
BPCE
674
Bank Pictet & Cie (Europe)
Germany
$1.73M +$534K +6,100 +45%
WS
675
Wedbush Securities
California
$1.73M +$18.2K +208 +1%
25 26
27
28 29