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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 %
WS
676
Wedbush Securities
California
$1.75M +$57.5K +639 +3%
CC
677
ClearArc Capital
Ohio
$1.74M +$83.2K +924 +5%
OCM
678
One Capital Management
California
$1.74M +$1.74M +19,283 New
WIL
679
Winifred I. Li
$1.73M -$23.7K -263 -1%
Aristotle Capital Management
680
Aristotle Capital Management
California
$1.73M -$18K -200 -1%
LC
681
Lourd Capital
California
$1.71M -$8.1K -90 -0.5%
IMOV
682
Investment Management of Virginia
Virginia
$1.7M -$143K -1,592 -8%
DPIM
683
Duff & Phelps Investment Management
Illinois
$1.7M -$37.8K -420 -2%
FCT
684
Family Capital Trust
Massachusetts
$1.66M – – –
ICRM
685
Insight Capital Research & Management
California
$1.63M +$125K +1,391 +8%
HI
686
HBK Investments
Texas
$1.62M +$1.62M +18,000 New
TF
687
Tompkins Financial
New York
$1.62M -$39.6K -440 -2%
LPC
688
Loeb Partners Corp
New York
$1.6M – – –
LIA
689
LS Investment Advisors
Michigan
$1.6M +$651K +7,237 +69%
SCM
690
SKBA Capital Management
California
$1.59M -$9K -100 -0.6%
CCM
691
Condor Capital Management
New Jersey
$1.58M -$55.4K -615 -3%
OFS
692
Orrstown Financial Services
Pennsylvania
$1.58M +$31.8K +353 +2%
SCM
693
SOL Capital Management
Maryland
$1.57M -$53.6K -595 -3%
TBA
694
Tower Bridge Advisors
Pennsylvania
$1.57M -$9K -100 -0.6%
PAM
695
Private Asset Management
California
$1.57M – – –
FAM
696
Fortaleza Asset Management
Illinois
$1.55M +$900 +10 +0.1%
PL
697
Perpetual Ltd
Australia
$1.55M -$677K -7,524 -30%
BO
698
BRR OpCo
Ohio
$1.55M -$4.86K -54 -0.3%
CI
699
Constellation Investments
Ohio
$1.54M +$18K +200 +1%
BFIM
700
Beese Fulmer Investment Management
Ohio
$1.53M -$27K -300 -2%
26 27
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