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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 %
FNB
701
First Niagara Bank
New York
$1.68M +$5.49K +59 +0.3%
ICRM
702
Insight Capital Research & Management
California
$1.68M -$5.86K -63 -0.3%
CI
703
Constellation Investments
Ohio
$1.68M +$46.5K +500 +3%
PMG
704
ProVise Management Group
Florida
$1.66M +$392K +4,215 +31%
HCC
705
Hirtle Callaghan & Co
Pennsylvania
$1.66M +$140K +1,500 +9%
TBA
706
Tower Bridge Advisors
Pennsylvania
$1.65M +$83.6K +898 +5%
JCM
707
Jag Capital Management
Missouri
$1.65M +$543K +5,834 +49%
WCM
708
Westend Capital Management
California
$1.64M +$626K +6,725 +62%
HC
709
Hendley & Co
Ohio
$1.64M +$773K +8,315 +90%
Tudor Investment Corp
710
Tudor Investment Corp
Connecticut
$1.64M +$1.16M +12,477 +245%
TF
711
Tompkins Financial
New York
$1.63M -$2.42K -26 -0.1%
ITIM
712
Indiana Trust & Investment Management
Indiana
$1.63M +$305K +3,280 +23%
ISB
713
Iowa State Bank
Iowa
$1.62M -$10.2K -110 -0.6%
BO
714
BRR OpCo
Ohio
$1.61M +$39.9K +429 +3%
LWCFA
715
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.6M +$185K +1,985 +13%
LC
716
Lincoln Capital
Nebraska
$1.59M +$1.59M +17,069 New
BFIM
717
Beese Fulmer Investment Management
Ohio
$1.58M – – –
DPIM
718
Duff & Phelps Investment Management
Illinois
$1.57M -$106K -1,140 -6%
MA
719
Marshwinds Advisory
Georgia
$1.57M -$37.1K -399 -2%
PAM
720
Private Asset Management
California
$1.55M -$18.6K -200 -1%
PCM
721
Princeton Capital Management
New Jersey
$1.54M -$192K -2,064 -11%
KS
722
Karpas Strategies
Connecticut
$1.54M – – –
PFM
723
PacWest Financial Management
Arizona
$1.54M +$40K +430 +3%
WFG
724
Windsor Financial Group
Minnesota
$1.54M – – –
III
725
Independent Investors Inc
New York
$1.54M – – –
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