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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 %
WP
776
WMS Partners
Maryland
$1.13M – – –
GIP
777
Greatmark Investment Partners
Georgia
$1.12M -$1.07M -12,178 -49%
NCM
778
Nelson Capital Management
California
$1.12M -$213K -2,430 -16%
BC
779
Banced Corp
Illinois
$1.11M +$109K +1,245 +11%
FHC
780
First Houston Capital
Texas
$1.1M -$1.36M -15,500 -55%
HCM
781
Hilton Capital Management
New York
$1.09M – – –
ST
782
Semper Trust
Pennsylvania
$1.09M +$2.19K +25 +0.2%
EHC
783
Everett Harris & Co
California
$1.08M +$30.2K +345 +3%
RIM
784
Regent Investment Management
Kentucky
$1.08M -$61.3K -700 -5%
NGA
785
Naples Global Advisors
Florida
$1.07M +$26.3K +300 +3%
FWIA
786
Fort Washington Investment Advisors
Ohio
$1.07M -$1.18M -13,425 -52%
DCM
787
Dupont Capital Management
Delaware
$1.06M -$1.08M -12,328 -50%
SM
788
Stratton Management
Pennsylvania
$1.06M -$127K -1,450 -11%
FBB
789
Fulton Breakefield Broenniman
Maryland
$1.05M -$43.6K -498 -4%
QI
790
Quotient Investors
New York
$1.05M -$26.3K -300 -2%
JCM
791
Jag Capital Management
Missouri
$1.04M +$24.9K +284 +2%
HCM
792
Herndon Capital Management
Georgia
$1.04M -$423K -4,836 -29%
FB
793
Fulton Bank
Pennsylvania
$1.03M +$4.64K +53 +0.5%
LRPA
794
L. Roy Papp & Associates
Arizona
$1.03M – – –
LP
795
LMR Partners
United Kingdom
$1.03M -$2.85M -32,526 -73%
BHWM
796
Bar Harbor Wealth Management
New Hampshire
$1.03M -$56.4K -645 -5%
BVDMP
797
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.02M – – –
TCOTO
798
Trust Company of the Ozarks
Missouri
$1.02M +$11.3K +129 +1%
KIA
799
Kopp Investment Advisors
Minnesota
$1.01M -$32.8K -375 -3%
KCM
800
Kanawha Capital Management
Virginia
$1.01M +$422K +4,823 +72%
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