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 %
BG
751
Bollard Group
Massachusetts
$1.23M – – –
BAM
752
Berkshire Asset Management
Pennsylvania
$1.23M +$17.6K +185 +1%
MNBTD
753
Moody National Bank Trust Division
Texas
$1.23M – – –
WP
754
WMS Partners
Maryland
$1.22M -$1.8K -19 -0.1%
SC
755
Sculptor Capital
New York
$1.21M -$4.47M -47,100 -79%
TIM
756
Thompson Investment Management
Wisconsin
$1.2M – – –
FBB
757
Fulton Breakefield Broenniman
Maryland
$1.19M +$284 +3 +0%
HCM
758
Hilton Capital Management
New York
$1.19M -$28.5K -300 -2%
ST
759
Semper Trust
Pennsylvania
$1.18M – – –
NFG
760
Next Financial Group
Texas
$1.18M +$1.18M +13,452 New
BHWM
761
Bar Harbor Wealth Management
New Hampshire
$1.17M -$52.2K -550 -4%
CLOS
762
Compagnie Lombard Odier SCmA
Switzerland
$1.17M +$159K +1,673 +16%
QI
763
Quotient Investors
New York
$1.17M -$2.18K -23 -0.2%
JWM
764
Jacobus Wealth Management
Wisconsin
$1.16M – – –
EHC
765
Everett Harris & Co
California
$1.14M – – –
WA
766
WBH Advisory
Maryland
$1.14M +$3.04K +32 +0.3%
NGA
767
Naples Global Advisors
Florida
$1.14M +$21.3K +225 +2%
RAM
768
RWC Asset Management
United Kingdom
$1.13M +$22.1K +233 +2%
CNAM
769
Campbell Newman Asset Management
Wisconsin
$1.13M -$44.6K -470 -4%
KIA
770
Kopp Investment Advisors
Minnesota
$1.13M -$38.9K -410 -3%
LRPA
771
L. Roy Papp & Associates
Arizona
$1.12M – – –
FB
772
Fulton Bank
Pennsylvania
$1.11M +$42.7K +450 +4%
BVDMP
773
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.11M – – –
ODCM
774
Old Dominion Capital Management
Virginia
$1.1M +$1.1M +11,623 New
JCM
775
Jag Capital Management
Missouri
$1.1M +$1.1M +11,565 New
29 30
31
32 33