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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 %
ACP
776
Aviance Capital Partners
Florida
$1.29M – – –
TCOV
777
Trust Company of Vermont
Vermont
$1.29M +$1.3K +14 +0.1%
ANRIA
778
American National Registered Investment Advisor
Texas
$1.28M -$11.6K -125 -0.9%
SSWM
779
Smith Salley Wealth Management
North Carolina
$1.28M – – –
NPA
780
Nichols & Pratt Advisers
Massachusetts
$1.28M – – –
GF
781
Gerstein Fisher
New York
$1.28M -$34.2K -367 -3%
FCFC
782
First Commonwealth Financial Corp
Pennsylvania
$1.26M -$25.9K -278 -2%
CDH
783
Charles D. Hyman
$1.26M – – –
PIA
784
Piedmont Investment Advisors
North Carolina
$1.26M – – –
CBB
785
Citizens Business Bank
California
$1.25M +$188K +2,026 +18%
SGA
786
Strategic Global Advisors
California
$1.24M +$1.24M +13,291 New
MNBTD
787
Moody National Bank Trust Division
Texas
$1.23M -$6.98K -75 -0.6%
BG
788
Bollard Group
Massachusetts
$1.23M +$3.35K +36 +0.3%
SMG
789
Spectrum Management Group
Indiana
$1.22M +$1.14M +4,614 +1,538%
PTC
790
Private Trust Company
Ohio
$1.22M +$370K +3,982 +44%
CA
791
Cornerstone Advisors
North Carolina
$1.21M +$1.21M +13,000 New
DD
792
Dominick & Dominick
New York
$1.2M +$769K +8,265 +178%
WP
793
WMS Partners
Maryland
$1.2M – – –
NCM
794
Nelson Capital Management
California
$1.19M – – –
GIP
795
Greatmark Investment Partners
Georgia
$1.19M -$4.65K -50 -0.4%
Acadian Asset Management
796
Acadian Asset Management
Massachusetts
$1.18M +$287K +3,082 +32%
TIM
797
Thompson Investment Management
Wisconsin
$1.18M – – –
KCM
798
Kanawha Capital Management
Virginia
$1.18M +$106K +1,140 +10%
CWM
799
Confluence Wealth Management
Oregon
$1.17M +$1.17M +12,614 New
CSS
800
Cubist Systematic Strategies
Connecticut
$1.17M -$1.34M -14,433 -53%
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