AXP icon

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 %
GIP
801
Granite Investment Partners
California
$972K – – –
KFS
802
KMS Financial Services
Washington
$970K -$16.8K -187 -2%
LA
803
Lau Associates
Delaware
$963K -$54K -600 -5%
CLOS
804
Compagnie Lombard Odier SCmA
Switzerland
$958K -$138K -1,530 -13%
SJIM
805
St. Johns Investment Management
Florida
$957K +$957K +10,633 New
KCM
806
Kornitzer Capital Management
Kansas
$930K -$4.05K -45 -0.4%
AIM
807
Aspen Investment Management
Michigan
$927K – – –
FSC
808
Fiduciary Services Corp
Georgia
$916K -$9.9K -110 -1%
DMC
809
Drexel Morgan & Co
Pennsylvania
$916K – – –
DCM
810
Dynamic Capital Management
Jersey
$914K +$914K +10,153 New
PIM
811
Penobscot Investment Management
Massachusetts
$910K -$7.65K -85 -0.8%
JIC
812
Joel Isaacson & Co
New York
$909K -$9.01K -100 -1%
Tudor Investment Corp
813
Tudor Investment Corp
Connecticut
$908K +$151K +1,674 +20%
BSW
814
Buckingham Strategic Wealth
Missouri
$907K -$3.87K -43 -0.4%
PMG
815
ProVise Management Group
Florida
$904K -$122K -1,353 -12%
GC
816
Grimes & Company
Massachusetts
$904K -$27K -300 -3%
SOAMC
817
Spirit of America Management Corp
New York
$900K +$900K +10,000 New
RG
818
Rathbones Group
United Kingdom
$882K +$882K +9,800 New
MAM
819
Martingale Asset Management
Massachusetts
$876K +$108K +1,200 +14%
PTC
820
Private Trust Company
Ohio
$869K -$42K -466 -5%
PFBT
821
Parkside Financial Bank & Trust
Missouri
$866K +$120K +1,330 +16%
LDB
822
Lee, Danner & Bass
Tennessee
$864K -$27K -300 -3%
HTI
823
Hikari Tsushin Inc
Japan
$855K – – –
YL
824
YCG LLC
Texas
$855K – – –
MCM
825
Manchester Capital Management
Vermont
$842K +$18K +200 +2%
31 32
33
34 35