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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 %
CDH
751
Charles D. Hyman
$1.26M +$90 +1 +0%
FCI
752
Financial Counselors Inc
Kansas
$1.26M -$224K -2,492 -15%
ACP
753
Aviance Capital Partners
Florida
$1.24M -$49.5K -550 -4%
SSWM
754
Smith Salley Wealth Management
North Carolina
$1.23M -$63K -700 -5%
GCA
755
Guardian Capital Advisors
Ontario, Canada
$1.23M +$26.8K +295 +2%
Bank of Nova Scotia
756
Bank of Nova Scotia
Ontario, Canada
$1.23M +$72.6K +806 +6%
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$1.23M +$113K +1,248 +10%
PH
758
Pinnacle Holdings
Oklahoma
$1.23M +$61.9K +687 +5%
PIA
759
Piedmont Investment Advisors
North Carolina
$1.22M -$32.2K -358 -3%
FCFC
760
First Commonwealth Financial Corp
Pennsylvania
$1.22M +$12.3K +137 +1%
Envestnet Asset Management
761
Envestnet Asset Management
Illinois
$1.2M -$56.2K -624 -4%
SM
762
Stratton Management
Pennsylvania
$1.2M -$126K -1,400 -10%
TCOV
763
Trust Company of Vermont
Vermont
$1.19M +$72K +800 +6%
YIA
764
YHB Investment Advisors
Connecticut
$1.18M +$12.5K +139 +1%
RC
765
Roundview Capital
New Jersey
$1.17M -$1.1M -12,175 -48%
RIM
766
Regent Investment Management
Kentucky
$1.17M +$180K +2,000 +18%
BG
767
Bollard Group
Massachusetts
$1.17M – – –
CBU
768
CIBC Bank USA
Illinois
$1.17M +$8.1K +90 +0.7%
MNBTD
769
Moody National Bank Trust Division
Texas
$1.17M – – –
BHWM
770
Bar Harbor Wealth Management
New Hampshire
$1.16M -$8.1K -90 -0.7%
IPRC
771
Indices-Pac Research Corporation
New Jersey
$1.16M +$597K +6,630 +106%
WP
772
WMS Partners
Maryland
$1.16M +$15.2K +169 +1%
BAM
773
Berkshire Asset Management
Pennsylvania
$1.15M – – –
HCM
774
Hilton Capital Management
New York
$1.15M – – –
NPC
775
National Planning Corporation
California
$1.14M -$14.1K -156 -1%
29 30
31
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