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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 %
TIM
776
Thompson Investment Management
Wisconsin
$1.14M – – –
BFC
777
Blue Fin Capital
Rhode Island
$1.14M +$13.5K +150 +1%
FBB
778
Fulton Breakefield Broenniman
Maryland
$1.13M -$15K -167 -1%
ST
779
Semper Trust
Pennsylvania
$1.12M – – –
CNAM
780
Campbell Newman Asset Management
Wisconsin
$1.12M -$19.8K -220 -2%
KIA
781
Kopp Investment Advisors
Minnesota
$1.11M -$4.95K -55 -0.4%
QI
782
Quotient Investors
New York
$1.11M +$738K +8,200 +200%
JWM
783
Jacobus Wealth Management
Wisconsin
$1.11M +$28.9K +321 +3%
TFF
784
Timothy F. Fidgeon
$1.1M -$18K -200 -2%
EHC
785
Everett Harris & Co
California
$1.08M – – –
WA
786
WESPAC Advisors
California
$1.08M +$239K +2,654 +28%
WA
787
WBH Advisory
Maryland
$1.08M +$52.6K +585 +5%
LRPA
788
L. Roy Papp & Associates
Arizona
$1.06M +$40.5K +450 +4%
NGA
789
Naples Global Advisors
Florida
$1.06M +$347K +3,860 +49%
RAM
790
RWC Asset Management
United Kingdom
$1.06M -$929K -10,320 -47%
BVDMP
791
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.05M -$225K -2,500 -18%
TCOTO
792
Trust Company of the Ozarks
Missouri
$1.04M +$74.3K +825 +8%
CBB
793
Citizens Business Bank
California
$1.03M -$324K -3,600 -24%
OMCS
794
Old Mutual Customised Solutions
South Africa
$1.03M +$36K +400 +4%
Twin Tree Management
795
Twin Tree Management
Texas
$1.02M +$792K +8,794 +345%
FB
796
Fulton Bank
Pennsylvania
$1.02M -$1.05M -11,704 -51%
Rafferty Asset Management
797
Rafferty Asset Management
New York
$1.01M -$672K -7,462 -40%
TC
798
Taylor Cottrill
New Hampshire
$1M -$36K -400 -3%
Fuller & Thaler Asset Management
799
Fuller & Thaler Asset Management
California
$1M +$486K +5,400 +94%
B
800
BancorpSouth
Mississippi
$987K -$33.3K -370 -3%
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