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 %
TCOTO
776
Trust Company of the Ozarks
Missouri
$1.09M – – –
FCI
777
Financial Counselors Inc
Kansas
$1.09M -$233K -2,453 -18%
CBB
778
Citizens Business Bank
California
$1.09M – – –
BC
779
Banced Corp
Illinois
$1.08M -$315K -3,318 -23%
NPC
780
National Planning Corporation
California
$1.08M -$117K -1,237 -10%
LBG
781
Lloyds Banking Group
United Kingdom
$1.08M -$132M -1,393,382 -99%
MAM
782
Martingale Asset Management
Massachusetts
$1.08M +$152K +1,606 +17%
TC
783
Taylor Cottrill
New Hampshire
$1.05M -$5.5K -58 -0.5%
B
784
BancorpSouth
Mississippi
$1.05M +$6.92K +73 +0.7%
KFS
785
KMS Financial Services
Washington
$1.04M +$22.1K +233 +2%
LOAMS
786
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.02M +$1.02M +10,809 New
RG
787
Rathbones Group
United Kingdom
$1.02M +$90.1K +950 +10%
ONB
788
Old National Bancorp
Indiana
$1.02M -$564K -5,943 -36%
SJIM
789
St. Johns Investment Management
Florida
$1.02M +$8.54K +90 +0.8%
LA
790
Lau Associates
Delaware
$1.02M – – –
OMCS
791
Old Mutual Customised Solutions
South Africa
$996K -$85.4K -900 -8%
SCM
792
Siphron Capital Management
California
$985K -$1.03M -10,840 -51%
KCM
793
Kornitzer Capital Management
Kansas
$980K – – –
PMG
794
ProVise Management Group
Florida
$975K +$23.2K +245 +2%
MPA
795
Marvin & Palmer Associates
Delaware
$968K -$972K -10,245 -50%
FSC
796
Fiduciary Services Corp
Georgia
$965K – – –
GC
797
Grimes & Company
Massachusetts
$956K +$2.85K +30 +0.3%
DMC
798
Drexel Morgan & Co
Pennsylvania
$955K -$10.2K -107 -1%
BSW
799
Buckingham Strategic Wealth
Missouri
$951K -$4.17K -44 -0.4%
PIM
800
Penobscot Investment Management
Massachusetts
$950K -$9.49K -100 -1%
30 31
32
33 34