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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 %
CIM
701
CIM Investment Management
Pennsylvania
$1.52M -$35.2K -391 -2%
MA
702
Marshwinds Advisory
Georgia
$1.52M – – –
KT
703
Kanaly Trust
Texas
$1.51M +$22K +244 +1%
HCM
704
Herndon Capital Management
Georgia
$1.5M -$4.22M -46,874 -74%
SI
705
Stephens Inc
Arkansas
$1.5M -$136K -1,506 -8%
ONB
706
Old National Bancorp
Indiana
$1.5M +$774K +8,591 +106%
WFG
707
Windsor Financial Group
Minnesota
$1.5M – – –
KS
708
Karpas Strategies
Connecticut
$1.49M – – –
CAM
709
Columbia Asset Management
Michigan
$1.49M -$38.3K -425 -3%
III
710
Independent Investors Inc
New York
$1.49M – – –
Two Sigma Advisers
711
Two Sigma Advisers
New York
$1.47M +$1.47M +16,310 New
GF
712
Gerstein Fisher
New York
$1.46M -$2.6M -28,914 -64%
ISB
713
Iowa State Bank
Iowa
$1.46M -$106K -1,180 -7%
NA
714
Navellier & Associates
Nevada
$1.45M -$888K -9,861 -38%
BC
715
Barnett & Company
Tennessee
$1.45M +$23.9K +265 +2%
TBNY
716
Trustco Bank (New York)
New York
$1.45M +$27K +300 +2%
HAM
717
Highstreet Asset Management
Ontario, Canada
$1.44M -$531K -5,900 -27%
OIA
718
Optimum Investment Advisors
Illinois
$1.44M -$76.2K -847 -5%
LIM
719
Leavell Investment Management
Alabama
$1.42M +$277K +3,080 +24%
FWCM
720
Ferguson Wellman Capital Management
Oregon
$1.41M – – –
PFM
721
PacWest Financial Management
Arizona
$1.41M +$814K +9,050 +137%
GCA
722
Gideon Capital Advisors
New York
$1.39M +$1.13M +12,579 +434%
HFS
723
HL Financial Services
Kentucky
$1.39M -$708K -7,868 -34%
RBA
724
Richard Bernstein Advisors
New York
$1.38M – – –
LWCFA
725
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.37M -$29.5K -328 -2%
27 28
29
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