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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 %
ISB
701
Iowa State Bank
Iowa
$1.57M +$38K +400 +2%
III
702
Independent Investors Inc
New York
$1.57M – – –
CIM
703
CIM Investment Management
Pennsylvania
$1.56M -$41.9K -442 -3%
OIA
704
Optimum Investment Advisors
Illinois
$1.56M +$42.7K +450 +3%
PFM
705
PacWest Financial Management
Arizona
$1.52M +$34.2K +360 +2%
BC
706
Barnett & Company
Tennessee
$1.5M -$25.1K -265 -2%
FWCM
707
Ferguson Wellman Capital Management
Oregon
$1.49M +$2.47K +26 +0.2%
FIM
708
Fruth Investment Management
Texas
$1.47M – – –
CSS
709
Cubist Systematic Strategies
Connecticut
$1.46M +$1.46M +15,426 New
RBA
710
Richard Bernstein Advisors
New York
$1.46M – – –
BC
711
Burney Company
Virginia
$1.45M +$82.6K +870 +6%
NCM
712
Nelson Capital Management
California
$1.44M +$26.6K +280 +2%
AIM
713
Acropolis Investment Management
Missouri
$1.44M +$953K +10,045 +194%
HFS
714
HL Financial Services
Kentucky
$1.44M -$24.2K -255 -2%
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.44M -$949 -10 -0.1%
SACTSONJ
716
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.43M – – –
PI
717
Pettee Investors
Connecticut
$1.42M – – –
RC
718
RBF Capital
California
$1.42M – – –
SSWM
719
Smith Salley Wealth Management
North Carolina
$1.41M +$107K +1,128 +8%
AP
720
Advisor Partners
California
$1.4M +$9.96K +105 +0.7%
JG
721
Jefferies Group
New York
$1.39M -$1.4M -14,810 -50%
ALA
722
Atherton Lane Advisers
California
$1.39M -$42.2K -445 -3%
Bank of Nova Scotia
723
Bank of Nova Scotia
Ontario, Canada
$1.38M +$88K +928 +7%
CAM
724
Columbia Asset Management
Michigan
$1.38M -$188K -1,984 -12%
HCC
725
Hirtle Callaghan & Co
Pennsylvania
$1.38M – – –
27 28
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