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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.

New
Increased
Maintained
Reduced
Closed
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
Baillie Gifford & Co
United Kingdom
+$270M
2
Wells Fargo
Wells Fargo
California
+$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
4
ClearBridge Investments
ClearBridge Investments
New York
+$139M
5
MC
Montag & Caldwell
Georgia
+$98.9M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$705M
2
LPC
Lone Pine Capital
Connecticut
-$399M
3
IIS
Ignis Investment Services
United Kingdom
-$396M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$245M
5
State Street
State Street
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
726
Santa Fe Partners
New Mexico
$1.36M +$1.36M +15,130 New
SACTSONJ
727
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.36M – – –
ALA
728
Atherton Lane Advisers
California
$1.36M -$1.71K -19 -0.1%
PI
729
Pettee Investors
Connecticut
$1.35M – – –
RC
730
RBF Capital
California
$1.35M – – –
PAM
731
Princeton Alpha Management
New Jersey
$1.35M +$1.35M +14,984 New
NCM
732
Nelson Capital Management
California
$1.35M +$12.6K +140 +0.9%
GJIC
733
Gamble Jones Investment Counsel
California
$1.34M -$3.6K -40 -0.3%
FA
734
FDx Advisors
Illinois
$1.34M +$62.6K +696 +5%
FIM
735
Fruth Investment Management
Texas
$1.33M -$8.66K -100 -0.6%
BC
736
Banced Corp
Illinois
$1.33M -$3.87K -43 -0.3%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$1.32M +$436K +4,846 +49%
AP
738
Advisor Partners
California
$1.32M +$7.29K +81 +0.6%
NPA
739
Nichols & Pratt Advisers
Massachusetts
$1.31M +$1.09M +12,060 +478%
HCC
740
Hirtle Callaghan & Co
Pennsylvania
$1.31M -$9K -100 -0.7%
NAM
741
North American Management
Massachusetts
$1.31M – – –
TCOT
742
Trust Company of Toledo
Ohio
$1.3M +$45.5K +505 +4%
GIA
743
GHP Investment Advisors
Colorado
$1.3M +$17.7K +196 +1%
BC
744
Burney Company
Virginia
$1.3M -$161K -1,787 -11%
MVA
745
Mount Vernon Associates
Maryland
$1.28M -$40.5K -450 -3%
EFS
746
Essex Financial Services
Connecticut
$1.28M +$39.7K +441 +3%
ITIM
747
Indiana Trust & Investment Management
Indiana
$1.27M +$879K +9,770 +223%
RB
748
Rodgers Brothers
Pennsylvania
$1.27M -$13.5K -150 -1%
ANRIA
749
American National Registered Investment Advisor
Texas
$1.26M – – –
BEAM
750
Baker Ellis Asset Management
Washington
$1.26M – – –
28 29
30
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