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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
+$270M
2
Wells Fargo
Wells Fargo
California
+$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
4
ClearBridge Investments
ClearBridge Investments
New York
+$139M
5
MC
Montag & Caldwell
Georgia
+$98.9M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$705M
2
LPC
Lone Pine Capital
Connecticut
-$399M
3
IIS
Ignis Investment Services
United Kingdom
-$396M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$245M
5
State Street
State Street
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
851
Auxier Asset Management
Oregon
$744K – – –
CWM
852
Calamos Wealth Management
Illinois
$743K +$59.3K +659 +9%
BMC
853
Benin Management Corp
Connecticut
$731K -$901K -10,000 -55%
AIA
854
Avalon Investment & Advisory
Texas
$730K – – –
WTB
855
Washington Trust Bank
Washington
$725K +$725K +8,052 New
IIM
856
Ipswich Investment Management
Massachusetts
$722K -$9K -100 -1%
WMC
857
Westwood Management Corporation
Illinois
$720K +$126K +1,400 +21%
FPCM
858
Financial Partners Capital Management
New York
$716K – – –
IB
859
Intrust Bank
Kansas
$713K -$56.5K -628 -7%
ABC
860
Associated Banc-Corp
Wisconsin
$711K – – –
SCP
861
Sandhill Capital Partners
New York
$706K +$6.21K +69 +0.9%
WB
862
Webster Bank
Connecticut
$704K – – –
MHIC
863
Marble Harbor Investment Counsel
Massachusetts
$701K – – –
BCM
864
Bluefin Capital Management
New York
$700K +$700K +7,272 New
BBI
865
Baxter Bros Inc
Connecticut
$698K -$37.8K -420 -5%
BFG
866
Beacon Financial Group
Texas
$698K +$24.1K +266 +4%
AI
867
Atria Investments
North Carolina
$697K +$32.9K +365 +5%
BAM
868
Boyar Asset Management
New York
$692K -$18.1K -201 -3%
IHL
869
Investment House LLC
California
$690K – – –
IC
870
IKOS CIF
Cyprus
$689K +$689K +8,070 New
TCM
871
Tradition Capital Management
New Jersey
$671K – – –
PAG
872
Private Advisor Group
New Jersey
$665K -$226K -2,508 -25%
RBC
873
Ronald Blue & Co
Georgia
$658K -$12.1K -134 -2%
RCM
874
Reynolds Capital Management
Nevada
$657K – – –
SIM
875
Spark Investment Management
New York
$657K +$657K +7,300 New
33 34
35
36 37