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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 %
LIA
701
LS Investment Advisors
Michigan
$1.52M -$6.22K -71 -0.4%
MA
702
Marshwinds Advisory
Georgia
$1.51M -$26.3K -300 -2%
IMOV
703
Investment Management of Virginia
Virginia
$1.5M -$118K -1,343 -7%
Nomura Holdings
704
Nomura Holdings
Japan
$1.49M +$947K +10,783 +173%
CAN
705
Cetera Advisor Networks
California
$1.49M -$408K -4,652 -22%
BFIM
706
Beese Fulmer Investment Management
Ohio
$1.49M – – –
PAM
707
Private Asset Management
California
$1.48M -$43.8K -500 -3%
OFS
708
Orrstown Financial Services
Pennsylvania
$1.48M -$116K -1,322 -7%
BO
709
BRR OpCo
Ohio
$1.48M -$26K -297 -2%
TBA
710
Tower Bridge Advisors
Pennsylvania
$1.47M -$8.75K -100 -0.6%
LPC
711
Loeb Partners Corp
New York
$1.47M -$87.6K -1,000 -6%
SCM
712
SOL Capital Management
Maryland
$1.47M -$56.9K -650 -4%
KS
713
Karpas Strategies
Connecticut
$1.45M – – –
WFG
714
Windsor Financial Group
Minnesota
$1.45M -$2.63K -30 -0.2%
CCM
715
Condor Capital Management
New Jersey
$1.44M -$9.1K -104 -0.6%
III
716
Independent Investors Inc
New York
$1.44M – – –
PAM
717
PartnerRe Asset Management
Connecticut
$1.44M -$253K -2,885 -15%
FM
718
Foster & Motley
Ohio
$1.44M -$1.15M -13,180 -44%
KT
719
Kanaly Trust
Texas
$1.44M -$17.9K -204 -1%
OIA
720
Optimum Investment Advisors
Illinois
$1.43M -$8.75K -100 -0.6%
FA
721
FDx Advisors
Illinois
$1.43M -$223K -2,548 -14%
HCC
722
Hirtle Callaghan & Co
Pennsylvania
$1.43M +$158K +1,800 +12%
PH
723
Pinnacle Holdings
Oklahoma
$1.42M +$254K +2,896 +22%
PFM
724
PacWest Financial Management
Arizona
$1.42M +$11.4K +130 +0.8%
IA
725
Icon Advisers
Colorado
$1.41M +$788K +9,000 +127%
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