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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 %
CT
676
Coastline Trust
Rhode Island
$1.73M – – –
LC
677
Lourd Capital
California
$1.68M +$16.8K +192 +1%
DBIA
678
Dumont & Blake Investment Advisors
New Jersey
$1.68M +$3.42K +39 +0.2%
Mirae Asset Global Investments
679
Mirae Asset Global Investments
South Korea
$1.68M -$187K -2,135 -10%
LNWWM
680
Laird Norton Wetherby Wealth Management
California
$1.67M +$350 +4 +0%
AIM
681
Acropolis Investment Management
Missouri
$1.66M +$324K +3,705 +24%
CCG
682
Chatham Capital Group
Georgia
$1.64M +$1.64M +18,780 New
PFSC
683
Peoples Financial Services Corp
Pennsylvania
$1.64M -$43.8K -500 -3%
PCM
684
Princeton Capital Management
New Jersey
$1.63M -$94.2K -1,076 -5%
HCM
685
Howland Capital Management
Massachusetts
$1.63M -$2.63K -30 -0.2%
CC
686
ClearArc Capital
Ohio
$1.63M +$8.58K +98 +0.5%
OCM
687
One Capital Management
California
$1.62M -$66.5K -760 -4%
MFIMFI
688
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.61M +$1.61M +18,412 New
WIL
689
Winifred I. Li
$1.61M -$54.4K -621 -3%
WJA
690
Williams Jones & Associates
New York
$1.58M -$210K -2,400 -12%
ICRM
691
Insight Capital Research & Management
California
$1.58M -$1.14K -13 -0.1%
DPIM
692
Duff & Phelps Investment Management
Illinois
$1.58M -$70.9K -810 -4%
FNB
693
First Niagara Bank
New York
$1.57M -$78.3K -894 -5%
PAG
694
Private Advisor Group
New Jersey
$1.57M +$874K +9,982 +126%
CAM
695
Cypress Asset Management
Texas
$1.56M +$1.02M +11,700 +193%
LIM
696
Leavell Investment Management
Alabama
$1.55M – – –
TF
697
Tompkins Financial
New York
$1.54M -$9.01K -103 -0.6%
CI
698
Constellation Investments
Ohio
$1.53M +$8.75K +100 +0.6%
ISB
699
Iowa State Bank
Iowa
$1.53M +$81K +925 +6%
SI
700
Standard Investments
New York
$1.52M +$1.52M +17,380 New
26 27
28
29 30