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American Express
AXP

Overview Fund Activity

1,318 hedge funds and large institutions have $79.3B invested in American Express in 2014 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 478 increasing their positions, 461 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,318
Holders Change
+83
Holders Change %
+6.72%
% of All Funds
35.17%
Holding in Top 10
63
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+26%
% of All Funds
1.68%
New
160
Increased
478
Reduced
461
Closed
63
Calls
$501M
Puts
$696M
Net Calls
-$195M
Net Calls Change
+$12.9M

Top Buyers

1
LPU
Lansdowne Partners (UK)
United Kingdom
+$430M
2
State Street
State Street
Massachusetts
+$222M
3
Morgan Stanley
Morgan Stanley
New York
+$156M
4
MCM
Marsico Capital Management
Colorado
+$145M
5
CI
Cambiar Investors
Colorado
+$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$655M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$398M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
DSA
Davis Selected Advisers
Arizona
-$213M
5
CCI
Columbus Circle Investors
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
676
Bank of Stockton
California
$1.84M -$17.6K -189 -0.9%
CT
677
Coastline Trust
Rhode Island
$1.84M – – –
ST
678
Smithfield Trust
Pennsylvania
$1.81M -$230K -2,470 -11%
LC
679
Lourd Capital
California
$1.81M +$18.1K +195 +1%
WJA
680
Williams Jones & Associates
New York
$1.81M +$127K +1,369 +8%
PAA
681
Peregrine Asset Advisers
Oregon
$1.81M +$1.81M +19,425 New
CCG
682
Chatham Capital Group
Georgia
$1.79M +$46.5K +500 +3%
OCM
683
One Capital Management
California
$1.78M +$62.5K +672 +4%
LIA
684
LS Investment Advisors
Michigan
$1.78M +$172K +1,846 +11%
DBIA
685
Dumont & Blake Investment Advisors
New Jersey
$1.78M -$4.65K -50 -0.3%
LBG
686
Lloyds Banking Group
United Kingdom
$1.77M -$613K -6,598 -26%
CC
687
ClearArc Capital
Ohio
$1.77M +$34.1K +366 +2%
PAM
688
PartnerRe Asset Management
Connecticut
$1.76M +$230K +2,477 +15%
PFSC
689
Peoples Financial Services Corp
Pennsylvania
$1.75M – – –
AFA
690
Abacus FCF Advisors
Florida
$1.74M +$1.74M +18,747 New
LNWWM
691
Laird Norton Wetherby Wealth Management
California
$1.74M -$40.3K -433 -2%
AIM
692
Acropolis Investment Management
Missouri
$1.74M -$21.4K -230 -1%
HCM
693
Howland Capital Management
Massachusetts
$1.74M – – –
Mirae Asset Global Investments
694
Mirae Asset Global Investments
South Korea
$1.73M -$50.1K -539 -3%
PAG
695
Private Advisor Group
New Jersey
$1.72M +$60.8K +656 +4%
MFIMFI
696
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.71M – – –
HW
697
Hedeker Wealth
Illinois
$1.71M +$1.71M +18,405 New
BBA
698
BLB&B Advisors
Pennsylvania
$1.7M -$340K -3,655 -17%
WIL
699
Winifred I. Li
$1.7M -$13.9K -149 -0.8%
SCM
700
Stanley Capital Management
Texas
$1.69M +$1.69M +18,130 New
26 27
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