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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.

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
1
Baillie Gifford & Co
United Kingdom
$303M
2
Wells Fargo
2
Wells Fargo
California
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.79B
4
ClearBridge Investments
4
ClearBridge Investments
New York
$314M
5
MC
5
Montag & Caldwell
Georgia
$357M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$2.52B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
IIS
3
Ignis Investment Services
United Kingdom
$0
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
5
State Street
5
State Street
Massachusetts
$3.87B
Name Market Value Shares Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$265M 3,061,000 +64,750 +2%
Loomis, Sayles & Company
52
Loomis, Sayles & Company
Massachusetts
$261M 2,897,745 +264,871 +10%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$255M 2,830,564 -40,626 -1%
Mitsubishi UFJ Trust & Banking
54
Mitsubishi UFJ Trust & Banking
Japan
$249M 2,770,073 +112,808 +4%
RFC
55
Russell Frank Company
Washington
$244M 2,708,346 +443,534 +20%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$223M 2,478,057 -45,204 -2%
BlackRock
57
BlackRock
New York
$221M 2,456,353 +420,275 +21%
CS
58
Credit Suisse
Switzerland
$202M 2,243,734 -190,821 -8%
GF
59
Gabelli Funds
New York
$199M 2,208,100 -8,000 -0.4%
U
60
UBS
Switzerland
$189M 2,096,918 +963,661 +85%
CCI
61
Columbus Circle Investors
$185M 2,054,094 +1,055,235 +106%
Fayez Sarofim & Co
62
Fayez Sarofim & Co
Texas
$185M 2,046,177 -57,679 -3%
Charles Schwab
63
Charles Schwab
California
$179M 1,983,493 +30,375 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
64
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$177M 1,964,700 +110,200 +6%
FI
65
Focused Investors
California
$177M 1,961,100 -62,700 -3%
Allianz Asset Management
66
Allianz Asset Management
Germany
$172M 1,911,174 -5,838 -0.3%
HL
67
Harding Loevner
New Jersey
$171M 1,893,918 -411 -0%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$166M 1,841,496 -65,436 -3%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$155M 1,723,591 +8,100 +0.5%
GE
70
General Electric
Ohio
$152M 1,691,615 +92,329 +6%
FPP
71
Findlay Park Partners
United Kingdom
$151M 1,679,532 – –
SGA
72
Sustainable Growth Advisers
Connecticut
$151M 1,674,010 +341,035 +26%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$148M 1,639,930 -16,574 -1%
JWBC
74
John W. Bristol & Co
New York
$147M 1,629,602 -23,906 -1%
PPA
75
Parametric Portfolio Associates
Washington
$145M 1,606,991 -42,294 -3%
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