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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 %
DMC
801
Drexel Morgan & Co
Pennsylvania
$1.01M +$125K +1,429 +14%
CBB
802
Citizens Business Bank
California
$1M – – –
MAM
803
Martingale Asset Management
Massachusetts
$992K – – –
FCI
804
Financial Counselors Inc
Kansas
$989K -$18.4K -210 -2%
NPC
805
National Planning Corporation
California
$969K -$23.9K -274 -2%
SSA
806
South Street Advisors
New York
$962K -$8.77M -100,240 -90%
B
807
BancorpSouth
Mississippi
$962K -$4.55K -52 -0.5%
TC
808
Taylor Cottrill
New Hampshire
$961K -$8.75K -100 -0.9%
CNAM
809
Campbell Newman Asset Management
Wisconsin
$960K -$83.2K -950 -8%
HC
810
Hourglass Capital
Texas
$953K -$920K -10,520 -49%
KFS
811
KMS Financial Services
Washington
$944K -$19.9K -227 -2%
RG
812
Rathbones Group
United Kingdom
$941K – – –
SJIM
813
St. Johns Investment Management
Florida
$940K +$876 +10 +0.1%
LA
814
Lau Associates
Delaware
$937K – – –
WA
815
WBH Advisory
Maryland
$930K -$193K -2,064 -17%
SCM
816
Siphron Capital Management
California
$909K – – –
WCM
817
Westend Capital Management
California
$902K +$902K +10,920 New
Twin Tree Management
818
Twin Tree Management
Texas
$888K +$888K +10,142 New
PFBT
819
Parkside Financial Bank & Trust
Missouri
$887K +$22.6K +258 +3%
GC
820
Grimes & Company
Massachusetts
$882K – – –
FSC
821
Fiduciary Services Corp
Georgia
$881K -$10.1K -115 -1%
SOAMC
822
Spirit of America Management Corp
New York
$875K – – –
JWM
823
Jacobus Wealth Management
Wisconsin
$873K -$202K -2,301 -19%
PIM
824
Penobscot Investment Management
Massachusetts
$868K -$8.76K -100 -1%
OCG
825
Opus Capital Group
Ohio
$866K +$433K +4,951 +100%
31 32
33
34 35