AXP icon

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.

New
Increased
Maintained
Reduced
Closed
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
Lansdowne Partners (UK)
United Kingdom
+$430M
2
State Street
State Street
Massachusetts
+$222M
3
Morgan Stanley
Morgan Stanley
New York
+$156M
4
MCM
Marsico Capital Management
Colorado
+$145M
5
CI
Cambiar Investors
Colorado
+$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$655M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$398M
3
American Century Companies
American Century Companies
Missouri
-$245M
4
DSA
Davis Selected Advisers
Arizona
-$213M
5
CCI
Columbus Circle Investors
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOT
726
Trust Company of Toledo
Ohio
$1.53M +$75.2K +809 +5%
OIA
727
Optimum Investment Advisors
Illinois
$1.52M – – –
CCM
728
Condor Capital Management
New Jersey
$1.51M -$21.5K -231 -1%
BIM
729
Bridges Investment Management
Nebraska
$1.51M +$1.09M +11,740 +264%
KT
730
Kanaly Trust
Texas
$1.5M -$22.7K -244 -1%
SCM
731
SOL Capital Management
Maryland
$1.49M -$65.1K -700 -4%
TBNY
732
Trustco Bank (New York)
New York
$1.49M +$18.6K +200 +1%
JPC
733
Jackson Park Capital
Utah
$1.49M +$1.49M +16,000 New
BC
734
Barnett & Company
Tennessee
$1.47M – – –
CAN
735
Cetera Advisor Networks
California
$1.47M -$102K -1,102 -7%
PH
736
Pinnacle Holdings
Oklahoma
$1.47M -$43.9K -472 -3%
CIM
737
CIM Investment Management
Pennsylvania
$1.47M – – –
FHC
738
First Houston Capital
Texas
$1.46M +$288K +3,100 +25%
AI
739
Analytic Investors
California
$1.45M +$1.45M +15,617 New
EFS
740
Essex Financial Services
Connecticut
$1.45M +$121K +1,304 +9%
B
741
BancorpSouth
Mississippi
$1.44M +$420K +4,516 +41%
OFS
742
Orrstown Financial Services
Pennsylvania
$1.43M -$137K -1,477 -9%
FIM
743
Fruth Investment Management
Texas
$1.43M – – –
RBA
744
Richard Bernstein Advisors
New York
$1.43M – – –
Bank of Nova Scotia
745
Bank of Nova Scotia
Ontario, Canada
$1.42M +$38.2K +411 +3%
LCS
746
Levin Capital Strategies
New York
$1.41M +$1.41M +15,196 New
BFC
747
Blue Fin Capital
Rhode Island
$1.41M +$20K +215 +1%
SACTSONJ
748
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.4M – – –
FWCM
749
Ferguson Wellman Capital Management
Oregon
$1.4M -$41.9K -450 -3%
ALA
750
Atherton Lane Advisers
California
$1.4M – – –
28 29
30
31 32