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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 %
FCI
826
Financial Counselors Inc
Kansas
$1.03M -$17K -183 -2%
WA
827
WBH Advisory
Maryland
$1.03M +$108K +1,159 +12%
NP
828
NorthRock Partners
Minnesota
$1.03M +$1.03M +11,084 New
KIA
829
Kopp Investment Advisors
Minnesota
$1.03M -$43.3K -465 -4%
SSA
830
South Street Advisors
New York
$1.02M – – –
NIT
831
NumerixS Investment Technologies
British Columbia, Canada
$1.02M +$1.02M +11,000 New
TC
832
Taylor Cottrill
New Hampshire
$1.02M – – –
Mariner
833
Mariner
Kansas
$1.02M +$241K +2,595 +31%
CNAM
834
Campbell Newman Asset Management
Wisconsin
$1.01M -$7.44K -80 -0.7%
SJIM
835
St. Johns Investment Management
Florida
$1.01M +$9.03K +97 +0.9%
GCA
836
Guardian Capital Advisors
Ontario, Canada
$1.01M +$114K +1,100 +13%
PIA
837
Peachtree Investment Advisors
Georgia
$1M +$161K +1,725 +19%
LA
838
Lau Associates
Delaware
$996K – – –
Twin Tree Management
839
Twin Tree Management
Texas
$996K +$52.2K +561 +6%
FSC
840
Fiduciary Services Corp
Georgia
$978K +$41.9K +450 +4%
IPC
841
Independent Portfolio Consultants
Florida
$974K +$475K +5,112 +95%
NPC
842
National Planning Corporation
California
$972K -$32.1K -355 -3%
GIP
843
Granite Investment Partners
California
$958K +$372K +4,000 +63%
PL
844
Perpetual Ltd
Australia
$955K +$68.9K +741 +8%
HC
845
Hourglass Capital
Texas
$953K -$60.5K -650 -6%
LIM
846
Leavell Investment Management
Alabama
$952K -$698K -7,500 -42%
PNAA
847
Pictet North America Advisors
Switzerland
$931K +$931K +10,010 New
SOAMC
848
Spirit of America Management Corp
New York
$930K – – –
WMC
849
Westwood Management Corporation
Illinois
$929K -$2.21M -23,800 -70%
PIM
850
Penobscot Investment Management
Massachusetts
$922K – – –
32 33
34
35 36