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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.

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
1
Lansdowne Partners (UK)
United Kingdom
$608M
2
UBS Group
2
UBS Group
Switzerland
$248M
3
State Street
3
State Street
Massachusetts
$4.22B
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
MCM
5
Marsico Capital Management
Colorado
$217M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$513M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.16B
3
American Century Companies
3
American Century Companies
Missouri
$97.3M
4
DSA
4
Davis Selected Advisers
Arizona
$2.07B
5
CCI
5
Columbus Circle Investors
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
51
Wellington Management Group
Massachusetts
$233M 2,508,842 -93,542 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
52
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$230M 2,467,000 +505,200 +26%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$230M 2,466,781 -61,777 -2%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$221M 2,354,174 -1,574 -0.1%
MCM
55
Marsico Capital Management
Colorado
$217M 2,327,342 +1,553,863 +201%
CS
56
Credit Suisse
Switzerland
$216M 2,320,498 -448,399 -16%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$216M 2,619,371 -147,925 -5%
RFC
58
Russell Frank Company
Washington
$206M 2,188,311 -281,704 -11%
GF
59
Gabelli Funds
New York
$206M 2,217,300 -10,000 -0.4%
Franklin Resources
60
Franklin Resources
California
$205M 2,202,671 -12,011 -0.5%
BlackRock
61
BlackRock
New York
$202M 2,172,012 -156,691 -7%
Charles Schwab
62
Charles Schwab
California
$200M 2,149,601 +97,282 +5%
IGIM
63
I.G. Investment Management
Manitoba, Canada
$184M 1,979,356 +286,392 +17%
FAM
64
Fred Alger Management
New York
$184M 1,972,587 +303,297 +18%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$176M 1,888,242 -95,279 -5%
FI
66
Focused Investors
California
$170M 1,823,400 -115,400 -6%
Allianz Asset Management
67
Allianz Asset Management
Germany
$168M 1,801,176 -56,347 -3%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$159M 1,713,482 -31,984 -2%
RCWMU
69
Rothschild & Co Wealth Management (UK)
United Kingdom
$158M 1,700,572 +81,773 +5%
HL
70
Harding Loevner
New Jersey
$158M 1,695,489 -235,469 -12%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$157M 1,690,756 +16,058 +1%
MAM
72
Magellan Asset Management
Australia
$154M 1,654,574 +111,778 +7%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$153M 1,644,682 +159,817 +11%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$146M 1,571,901 +285,643 +22%
AAM
75
Aberdeen Asset Management
United Kingdom
$146M 1,571,130 -298,197 -16%
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