American Express
AXP
1,320 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.
154% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 63
26% more funds holding in top 10
Funds holding in top 10: 50 → 63 (+13)
7% more funds holding
Funds holding: 1,237 → 1,320 (+83)
6% more capital invested
Capital invested by funds: $75.1B → $79.3B (+$4.19B)
4% more repeat investments, than reductions
Existing positions increased: 478 | Existing positions reduced: 461
0.42% more ownership
Funds ownership: 82.01% → 82.44% (+0.42%)
28% less call options, than puts
Call options by funds: $501M | Put options by funds: $696M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
+$414M |
| 2 |
State Street
Boston,
Massachusetts
|
+$214M |
| 3 |
Morgan Stanley
New York
|
+$150M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
+$139M |
| 5 |
CI
Cambiar Investors
Denver,
Colorado
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$631M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$384M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$236M |
| 4 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$206M |
| 5 |
CCI
Columbus Circle Investors
|
-$177M |
AXP Hedge Fund Activity: Q4 2014 in Review
1,320 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2014, worth a combined $79.3B — up 5.6% from $75.1B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new AXP positions and 63 closed out — a net gain of 97 holders — while 478 added to existing stakes and 461 trimmed.
The largest buyer was Lansdowne Partners (UK), adding an estimated $414M. The largest seller was AllianceBernstein, cutting an estimated $631M.
- 1,320 institutional investors held American Express (AXP) as of Q4 2014, up from 1,237 in Q3 2014.
- Funds reported $79.3B of American Express stock for Q4 2014, up 5.6% quarter-over-quarter.
- 160 funds opened new American Express positions in Q4 2014 and 63 closed out, a net change of +97 holders.
- The largest American Express buyer in Q4 2014 was Lansdowne Partners (UK), an estimated $414M added.
- The largest American Express seller in Q4 2014 was AllianceBernstein, an estimated $631M sold.
Based on aggregated 13F filings for Q4 2014.