AXP icon

American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
726
Blue Fin Capital
Rhode Island
$1.37M +$168K +1,770 +14%
TCOT
727
Trust Company of Toledo
Ohio
$1.37M -$2.37K -25 -0.2%
GIA
728
GHP Investment Advisors
Colorado
$1.37M +$190 +2 +0%
ITIM
729
Indiana Trust & Investment Management
Indiana
$1.36M +$17.1K +180 +1%
GJIC
730
Gamble Jones Investment Counsel
California
$1.35M -$61.6K -650 -4%
EFS
731
Essex Financial Services
Connecticut
$1.35M -$2.37K -25 -0.2%
RB
732
Rodgers Brothers
Pennsylvania
$1.34M – – –
BEAM
733
Baker Ellis Asset Management
Washington
$1.34M +$10.2K +108 +0.8%
MVA
734
Mount Vernon Associates
Maryland
$1.33M -$21.4K -225 -2%
FCFC
735
First Commonwealth Financial Corp
Pennsylvania
$1.33M +$50.2K +529 +4%
ANRIA
736
American National Registered Investment Advisor
Texas
$1.33M -$4.74K -50 -0.4%
ACP
737
Aviance Capital Partners
Florida
$1.32M +$14.2K +150 +1%
GF
738
Gerstein Fisher
New York
$1.32M -$217K -2,283 -14%
CDH
739
Charles D. Hyman
$1.31M -$12K -126 -0.9%
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
$1.31M +$17.5K +184 +1%
RC
741
Roundview Capital
New Jersey
$1.31M +$70.2K +740 +6%
BPCE
742
Bank Pictet & Cie (Europe)
Germany
$1.3M +$701K +7,390 +117%
NPA
743
Nichols & Pratt Advisers
Massachusetts
$1.28M -$101K -1,060 -7%
Envestnet Asset Management
744
Envestnet Asset Management
Illinois
$1.28M +$17.1K +180 +1%
SM
745
Stratton Management
Pennsylvania
$1.28M +$19K +200 +2%
PIA
746
Piedmont Investment Advisors
North Carolina
$1.28M – – –
YIA
747
YHB Investment Advisors
Connecticut
$1.28M +$41.7K +440 +3%
TCOV
748
Trust Company of Vermont
Vermont
$1.28M +$28.4K +300 +2%
PH
749
Pinnacle Holdings
Oklahoma
$1.27M -$26.7K -281 -2%
RIM
750
Regent Investment Management
Kentucky
$1.23M – – –
28 29
30
31 32