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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 %
FCT
676
Family Capital Trust
Massachusetts
$1.75M – – –
OFS
677
Orrstown Financial Services
Pennsylvania
$1.73M +$65.7K +693 +4%
ICRM
678
Insight Capital Research & Management
California
$1.72M -$4.65K -49 -0.3%
VKH
679
Virtu KCG Holdings
New York
$1.71M -$3.57M -37,671 -68%
MHI
680
Miller Howard Investments
New York
$1.7M -$2.69M -28,389 -61%
SCM
681
SKBA Capital Management
California
$1.69M +$19K +200 +1%
LPC
682
Loeb Partners Corp
New York
$1.69M – – –
LIM
683
Leavell Investment Management
Alabama
$1.68M +$190K +2,000 +13%
TF
684
Tompkins Financial
New York
$1.68M -$25.9K -273 -2%
MA
685
Marshwinds Advisory
Georgia
$1.67M +$61.3K +646 +4%
SCM
686
SOL Capital Management
Maryland
$1.65M – – –
CI
687
Constellation Investments
Ohio
$1.65M +$28.5K +300 +2%
PAM
688
Private Asset Management
California
$1.65M – – –
LIA
689
LS Investment Advisors
Michigan
$1.65M -$33.8K -356 -2%
GCP
690
GSA Capital Partners
United Kingdom
$1.64M -$2.69M -28,357 -62%
SI
691
Stephens Inc
Arkansas
$1.63M +$51.3K +541 +3%
QIM
692
Quantitative Investment Management
Virginia
$1.63M +$1.63M +17,200 New
BO
693
BRR OpCo
Ohio
$1.63M -$3.8K -40 -0.2%
BFIM
694
Beese Fulmer Investment Management
Ohio
$1.61M – – –
TBA
695
Tower Bridge Advisors
Pennsylvania
$1.6M -$46.2K -487 -3%
HCM
696
Herndon Capital Management
Georgia
$1.58M -$1.9K -20 -0.1%
WFG
697
Windsor Financial Group
Minnesota
$1.58M – – –
KT
698
Kanaly Trust
Texas
$1.58M -$13.8K -146 -0.9%
CCM
699
Condor Capital Management
New Jersey
$1.58M -$92K -970 -6%
KS
700
Karpas Strategies
Connecticut
$1.58M – – –
26 27
28
29 30