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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 %
PI
751
Pettee Investors
Connecticut
$1.4M – – –
RC
752
RBF Capital
California
$1.4M – – –
BWM
753
Bernicke Wealth Management
Wisconsin
$1.4M +$1.4M +14,994 New
FM
754
Foster & Motley
Ohio
$1.39M -$141K -1,512 -9%
NG
755
Northstar Group
New York
$1.39M +$1.39M +14,925 New
AP
756
Advisor Partners
California
$1.38M +$36.4K +395 +3%
LPC
757
Loeb Partners Corp
New York
$1.38M -$186K -2,000 -12%
MVA
758
Mount Vernon Associates
Maryland
$1.38M +$23.3K +250 +2%
JWM
759
Jackson Wealth Management
Florida
$1.37M +$1.37M +14,747 New
FMBTD
760
First Midwest Bank Trust Division
Illinois
$1.37M – – –
GIA
761
GHP Investment Advisors
Colorado
$1.36M +$20.1K +216 +1%
KCM
762
Kornitzer Capital Management
Kansas
$1.36M +$79.1K +850 +6%
Envestnet Asset Management
763
Envestnet Asset Management
Illinois
$1.36M -$113K -1,210 -8%
CAM
764
Columbia Asset Management
Michigan
$1.35M – – –
BEAM
765
Baker Ellis Asset Management
Washington
$1.35M +$37.2K +400 +3%
FMWA
766
Forvis Mazars Wealth Advisors
Missouri
$1.34M +$51.7K +555 +4%
NGA
767
Naples Global Advisors
Florida
$1.32M +$182K +1,951 +16%
Two Sigma Advisers
768
Two Sigma Advisers
New York
$1.32M +$1.32M +14,210 New
GJIC
769
Gamble Jones Investment Counsel
California
$1.32M – – –
QI
770
Quotient Investors
New York
$1.31M +$195K +2,100 +18%
BPCE
771
Bank Pictet & Cie (Europe)
Germany
$1.31M -$536K -5,760 -29%
SM
772
Stratton Management
Pennsylvania
$1.3M +$181K +1,950 +16%
RB
773
Rodgers Brothers
Pennsylvania
$1.3M -$10.1K -109 -0.8%
YIA
774
YHB Investment Advisors
Connecticut
$1.3M +$11.3K +122 +0.9%
BC
775
Burney Company
Virginia
$1.3M -$147K -1,584 -10%
29 30
31
32 33