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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 %
BIC
826
Beach Investment Counsel
Pennsylvania
$837K +$19K +200 +2%
FBT
827
Founders Bank & Trust
Michigan
$837K +$37.9K +400 +5%
PAM
828
Palisade Asset Management
Minnesota
$832K – – –
CIM
829
Calvert Investment Management
Maryland
$827K -$16.2K -171 -2%
DWT
830
Dorsey & Whitney Trust
South Dakota
$798K -$21.4K -226 -3%
NI
831
Numeric Investors
Massachusetts
$797K +$797K +8,400 New
MBTD
832
Mechanics Bank - Trust Department
California
$796K -$69.3K -730 -8%
GCA
833
Guardian Capital Advisors
Ontario, Canada
$791K -$504K -5,285 -39%
HC
834
Hendley & Co
Ohio
$789K +$789K +8,312 New
FBT
835
First Bankers Trust
Kentucky
$788K – – –
AAM
836
Auxier Asset Management
Oregon
$784K – – –
Mackenzie Financial
837
Mackenzie Financial
Ontario, Canada
$784K – – –
BFG
838
Beacon Financial Group
Texas
$784K +$52K +548 +7%
BMC
839
Benin Management Corp
Connecticut
$780K +$9.49K +100 +1%
CCC
840
Chelsea Counsel Company
California
$779K -$27.5K -290 -3%
IIM
841
Ipswich Investment Management
Massachusetts
$778K +$16.6K +175 +2%
CIBC World Market
842
CIBC World Market
Ontario, Canada
$772K +$350K +3,694 +83%
AIA
843
Avalon Investment & Advisory
Texas
$769K – – –
RCM
844
Reynolds Capital Management
Nevada
$768K +$75.9K +800 +11%
SCP
845
Sandhill Capital Partners
New York
$766K +$21.5K +226 +3%
VFS
846
VSR Financial Services
Kansas
$765K +$474K +5,000 +163%
IHL
847
Investment House LLC
California
$761K +$33.2K +350 +5%
BBI
848
Baxter Bros Inc
Connecticut
$759K +$23.2K +245 +3%
NMIFOAC
849
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$759K +$759K +8,000 New
AI
850
Atria Investments
North Carolina
$758K +$23.2K +245 +3%
32 33
34
35 36