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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
$303M
2
Wells Fargo
Wells Fargo
California
$1.07B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.79B
4
ClearBridge Investments
ClearBridge Investments
New York
$314M
5
MC
Montag & Caldwell
Georgia
$357M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$2.52B
2
LPC
Lone Pine Capital
Connecticut
$0
3
IIS
Ignis Investment Services
United Kingdom
$0
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
5
State Street
State Street
Massachusetts
$3.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
826
Verition Fund Management
Connecticut
$841K +$89.1K +990 +12%
WMSA
827
Weiss Multi-Strategy Advisers
New York
$841K +$841K +9,340 New
PRA
828
Parametric Risk Advisors
Connecticut
$825K -$398K -4,415 -33%
MBTD
829
Mechanics Bank - Trust Department
California
$821K +$9K +100 +1%
BCM
830
Bares Capital Management
Texas
$820K – – –
CC
831
Cannell & Co
New York
$815K +$149K +1,650 +22%
ACS
832
Archford Capital Strategies
Illinois
$814K +$814K +9,036 New
PGCM
833
Prescott Group Capital Management
Oklahoma
$810K – – –
CM
834
Castleark Management
Illinois
$808K -$270K -3,000 -25%
CIM
835
Calvert Investment Management
Maryland
$801K -$15.5K -172 -2%
CNBT
836
Canandaigua National Bank & Trust
New York
$793K +$20.3K +225 +3%
PAM
837
Palisade Asset Management
Minnesota
$790K – – –
WSC
838
Wellington Shields & Co
New York
$783K – – –
DWT
839
Dorsey & Whitney Trust
South Dakota
$778K +$41.2K +458 +6%
BIC
840
Beach Investment Counsel
Pennsylvania
$776K – – –
RMAM
841
Raab & Moskowitz Asset Management
New Jersey
$774K +$11.7K +130 +2%
PIA
842
Peachtree Investment Advisors
Georgia
$769K +$33.8K +375 +5%
CCC
843
Chelsea Counsel Company
California
$766K -$288K -3,198 -27%
AP
844
Atwood & Palmer
Missouri
$762K – – –
CCMG
845
Clark Capital Management Group
Pennsylvania
$759K -$92.5K -1,027 -11%
FBT
846
Founders Bank & Trust
Michigan
$759K +$41.2K +457 +6%
BTNA
847
Bremer Trust National Association
Minnesota
$758K -$67.8K -753 -8%
NAM
848
NorthCoast Asset Management
Connecticut
$754K -$251K -2,790 -25%
FBT
849
First Bankers Trust
Kentucky
$748K -$27K -300 -3%
Mackenzie Financial
850
Mackenzie Financial
Ontario, Canada
$744K -$583K -6,474 -44%
32 33
34
35 36