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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 %
SCM
801
Shelton Capital Management
Colorado
$1.17M +$493K +5,300 +73%
HCM
802
Hilton Capital Management
New York
$1.16M – – –
CAS
803
Cue Advisory Services
Arizona
$1.16M +$1.16M +12,483 New
EHC
804
Everett Harris & Co
California
$1.15M – – –
FWIA
805
Fort Washington Investment Advisors
Ohio
$1.15M +$6.61K +71 +0.6%
DI
806
Dalton Investments
Nevada
$1.14M +$1.14M +12,200 New
ST
807
Semper Trust
Pennsylvania
$1.13M -$25.6K -275 -2%
DCM
808
Dupont Capital Management
Delaware
$1.13M – – –
TCOTO
809
Trust Company of the Ozarks
Missouri
$1.12M +$37.2K +400 +3%
MAM
810
Martingale Asset Management
Massachusetts
$1.12M +$65.1K +700 +6%
FBB
811
Fulton Breakefield Broenniman
Maryland
$1.11M -$7.82K -84 -0.7%
BHWM
812
Bar Harbor Wealth Management
New Hampshire
$1.1M +$11.6K +125 +1%
HCM
813
Herndon Capital Management
Georgia
$1.1M -$1.86K -20 -0.2%
BAM
814
Berkshire Asset Management
Pennsylvania
$1.1M -$101K -1,085 -8%
FB
815
Fulton Bank
Pennsylvania
$1.1M +$558 +6 +0.1%
Jane Street
816
Jane Street
New York
$1.1M +$1.1M +11,778 New
LRPA
817
L. Roy Papp & Associates
Arizona
$1.09M – – –
BVDMP
818
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.09M – – –
RG
819
Rathbones Group
United Kingdom
$1.09M +$84.7K +910 +8%
CC
820
Cannell & Co
New York
$1.08M +$233K +2,500 +28%
DMC
821
Drexel Morgan & Co
Pennsylvania
$1.07M – – –
CNC
822
Citizens & Northern Corp
Pennsylvania
$1.07M +$1.07M +11,470 New
ODCM
823
Old Dominion Capital Management
Virginia
$1.06M -$25.1K -270 -2%
NFG
824
Next Financial Group
Texas
$1.04M -$190K -2,046 -15%
BCA
825
Bray Capital Advisors
Florida
$1.04M +$1.04M +11,179 New
31 32
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