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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 %
GJIC
751
Gamble Jones Investment Counsel
California
$1.24M -$4.38K -50 -0.4%
RB
752
Rodgers Brothers
Pennsylvania
$1.24M – – –
BEAM
753
Baker Ellis Asset Management
Washington
$1.23M – – –
GF
754
Gerstein Fisher
New York
$1.23M +$16.6K +189 +1%
ANRIA
755
American National Registered Investment Advisor
Texas
$1.22M -$4.11K -47 -0.3%
ACP
756
Aviance Capital Partners
Florida
$1.22M – – –
TCOV
757
Trust Company of Vermont
Vermont
$1.21M +$32.9K +376 +3%
FCFC
758
First Commonwealth Financial Corp
Pennsylvania
$1.21M -$14.4K -164 -1%
PAM
759
Princeton Alpha Management
New Jersey
$1.21M +$1.21M +13,844 New
YIA
760
YHB Investment Advisors
Connecticut
$1.21M +$29.8K +340 +3%
FMWA
761
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$3.15K +36 +0.3%
SSWM
762
Smith Salley Wealth Management
North Carolina
$1.21M -$91.2K -1,041 -7%
KCM
763
Kornitzer Capital Management
Kansas
$1.21M +$302K +3,450 +33%
RC
764
Roundview Capital
New Jersey
$1.2M – – –
NPA
765
Nichols & Pratt Advisers
Massachusetts
$1.2M +$19.7K +225 +2%
PMG
766
ProVise Management Group
Florida
$1.19M +$290K +3,315 +32%
CDH
767
Charles D. Hyman
$1.19M -$26.2K -299 -2%
CLOS
768
Compagnie Lombard Odier SCmA
Switzerland
$1.19M +$109K +1,245 +10%
PIA
769
Piedmont Investment Advisors
North Carolina
$1.18M – – –
MNBTD
770
Moody National Bank Trust Division
Texas
$1.17M +$31.3K +358 +3%
NFG
771
Next Financial Group
Texas
$1.16M -$18.3K -209 -2%
BG
772
Bollard Group
Massachusetts
$1.15M +$13.6K +155 +1%
TIM
773
Thompson Investment Management
Wisconsin
$1.14M – – –
WA
774
WESPAC Advisors
California
$1.14M +$282K +3,226 +33%
BAM
775
Berkshire Asset Management
Pennsylvania
$1.13M -$8.75K -100 -0.8%
29 30
31
32 33