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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 %
SOAMC
801
Spirit of America Management Corp
New York
$949K – – –
DCM
802
Dynamic Capital Management
Jersey
$940K -$23.4K -247 -2%
PFBT
803
Parkside Financial Bank & Trust
Missouri
$937K +$24.4K +257 +3%
LDB
804
Lee, Danner & Bass
Tennessee
$929K +$18.5K +195 +2%
WA
805
WESPAC Advisors
California
$925K -$214K -2,261 -19%
PTC
806
Private Trust Company
Ohio
$924K +$8.26K +87 +0.9%
TFF
807
Timothy F. Fidgeon
$923K -$237K -2,500 -20%
JIC
808
Joel Isaacson & Co
New York
$920K -$38K -400 -4%
ACS
809
Archford Capital Strategies
Illinois
$908K +$51.2K +540 +6%
YL
810
YCG LLC
Texas
$901K – – –
HTI
811
Hikari Tsushin Inc
Japan
$901K – – –
MCM
812
Manchester Capital Management
Vermont
$898K +$10.9K +115 +1%
WSC
813
Wellington Shields & Co
New York
$873K +$47.4K +500 +6%
JIP
814
Jaffetilchin Investment Partners
Florida
$873K +$873K +9,198 New
PRA
815
Parametric Risk Advisors
Connecticut
$869K – – –
CNBT
816
Canandaigua National Bank & Trust
New York
$869K +$33.2K +350 +4%
BCM
817
Bares Capital Management
Texas
$864K – – –
AIM
818
Aspen Investment Management
Michigan
$861K -$116K -1,225 -12%
CC
819
Cannell & Co
New York
$859K – – –
JFGIW
820
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$855K +$345K +3,635 +68%
PGCM
821
Prescott Group Capital Management
Oklahoma
$854K – – –
CM
822
Castleark Management
Illinois
$851K – – –
FBC
823
Fairfield, Bush & Co
Connecticut
$847K +$261K +2,750 +45%
MGIA
824
Moneta Group Investment Advisors
Missouri
$844K +$284K +3,000 +51%
PIA
825
Peachtree Investment Advisors
Georgia
$841K +$30.8K +325 +4%
31 32
33
34 35