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American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
726
Barnett & Company
Tennessee
$1.39M – – –
Envestnet Asset Management
727
Envestnet Asset Management
Illinois
$1.38M +$201K +2,299 +17%
TBNY
728
Trustco Bank (New York)
New York
$1.38M +$1.38M +15,800 New
CIM
729
CIM Investment Management
Pennsylvania
$1.38M -$63.4K -724 -4%
TCOT
730
Trust Company of Toledo
Ohio
$1.37M +$106K +1,207 +8%
FWCM
731
Ferguson Wellman Capital Management
Oregon
$1.36M -$19.3K -221 -1%
BC
732
Burney Company
Virginia
$1.36M +$20.7K +236 +2%
FIM
733
Fruth Investment Management
Texas
$1.35M – – –
RBA
734
Richard Bernstein Advisors
New York
$1.35M – – –
BCM
735
Bluefin Capital Management
New York
$1.34M +$1.34M +15,248 New
LWCFA
736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M – – –
SACTSONJ
737
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.32M – – –
ALA
738
Atherton Lane Advisers
California
$1.31M +$35K +400 +3%
PI
739
Pettee Investors
Connecticut
$1.31M – – –
RC
740
RBF Capital
California
$1.31M – – –
BFC
741
Blue Fin Capital
Rhode Island
$1.31M +$39K +445 +3%
Bank of Nova Scotia
742
Bank of Nova Scotia
Ontario, Canada
$1.3M +$26.5K +303 +2%
SIG
743
Schooner Investment Group
Pennsylvania
$1.29M -$2.57M -30,000 -67%
FMBTD
744
First Midwest Bank Trust Division
Illinois
$1.29M -$792K -9,050 -38%
AP
745
Advisor Partners
California
$1.28M -$12.4K -142 -1%
MVA
746
Mount Vernon Associates
Maryland
$1.27M +$43.8K +500 +4%
CAM
747
Columbia Asset Management
Michigan
$1.27M – – –
GIA
748
GHP Investment Advisors
Colorado
$1.26M +$88 +1 +0%
EFS
749
Essex Financial Services
Connecticut
$1.25M +$8.84K +101 +0.7%
ITIM
750
Indiana Trust & Investment Management
Indiana
$1.25M -$8.75K -100 -0.7%
28 29
30
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