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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 %
LDB
826
Lee, Danner & Bass
Tennessee
$858K – – –
JIC
827
Joel Isaacson & Co
New York
$849K – – –
Acadian Asset Management
828
Acadian Asset Management
Massachusetts
$842K -$1.53M -17,527 -65%
GCA
829
Guardian Capital Advisors
Ontario, Canada
$842K +$28.4K +290 +3%
PL
830
Perpetual Ltd
Australia
$834K -$955K -10,904 -53%
BSW
831
Buckingham Strategic Wealth
Missouri
$834K -$43.2K -494 -5%
YL
832
YCG LLC
Texas
$832K – – –
ACS
833
Archford Capital Strategies
Illinois
$831K -$7.35K -84 -0.9%
TFF
834
Timothy F. Fidgeon
$825K -$26.3K -300 -3%
VFS
835
VSR Financial Services
Kansas
$824K +$118K +1,343 +17%
MGIA
836
Moneta Group Investment Advisors
Missouri
$823K +$43.8K +500 +6%
MBTD
837
Mechanics Bank - Trust Department
California
$818K +$83.3K +951 +11%
CNBT
838
Canandaigua National Bank & Trust
New York
$815K +$13.1K +150 +2%
HC
839
Hendley & Co
Ohio
$811K +$83.2K +950 +11%
SCP
840
Sandhill Capital Partners
New York
$809K +$103K +1,178 +15%
CM
841
Castleark Management
Illinois
$808K – – –
HTI
842
Hikari Tsushin Inc
Japan
$805K -$26.3K -300 -3%
WSC
843
Wellington Shields & Co
New York
$805K – – –
PTC
844
Private Trust Company
Ohio
$795K -$57.6K -658 -7%
PIA
845
Peachtree Investment Advisors
Georgia
$793K +$17.5K +200 +2%
CC
846
Cannell & Co
New York
$792K – – –
BCM
847
Bares Capital Management
Texas
$791K -$6.57K -75 -0.8%
PGCM
848
Prescott Group Capital Management
Oklahoma
$788K – – –
DWT
849
Dorsey & Whitney Trust
South Dakota
$787K +$50.3K +575 +7%
MCM
850
Manchester Capital Management
Vermont
$786K -$42.5K -485 -5%
32 33
34
35 36