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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 %
IB
851
Intrust Bank
Kansas
$754K +$2.56K +27 +0.3%
PAG
852
Private Advisor Group
New Jersey
$752K +$51.3K +541 +7%
CBU
853
CIBC Bank USA
Illinois
$750K -$480K -5,058 -39%
SYBT
854
Stock Yards Bank & Trust
Kentucky
$733K +$55.6K +586 +8%
MHIC
855
Marble Harbor Investment Counsel
Massachusetts
$730K -$9.49K -100 -1%
RBC
856
Ronald Blue & Co
Georgia
$728K +$34K +358 +5%
TCM
857
Tradition Capital Management
New Jersey
$714K +$7.11K +75 +1%
ABC
858
Associated Banc-Corp
Wisconsin
$711K -$37.9K -400 -5%
RMAM
859
Raab & Moskowitz Asset Management
New Jersey
$709K -$107K -1,130 -13%
ATC
860
Adirondack Trust Company
New York
$701K +$20.6K +217 +3%
WT
861
Washington Trust
Rhode Island
$691K +$132K +1,392 +24%
BRWA
862
B. Riley Wealth Advisors
Florida
$691K +$370K +6,945 +115%
SCM
863
Shelton Capital Management
Colorado
$688K – – –
PWM
864
ParenteBeard Wealth Management
Pennsylvania
$688K – – –
FMLI
865
Fukoku Mutual Life Insurance
Japan
$683K +$75.9K +800 +13%
RCAG
866
Rehmann Capital Advisory Group
Michigan
$680K +$47.4K +499 +7%
SCM
867
Stellar Capital Management
Arizona
$676K – – –
WTB
868
Washington Trust Bank
Washington
$674K -$89.8K -947 -12%
IA
869
Icon Advisers
Colorado
$674K +$674K +7,100 New
SIM
870
Spark Investment Management
New York
$673K -$19K -200 -3%
BAM
871
Boyar Asset Management
New York
$672K -$57.1K -602 -8%
WSTAM
872
Wilbanks Smith & Thomas Asset Management
Virginia
$668K +$52.3K +551 +8%
AA
873
ALPS Advisors
Colorado
$662K +$15.9K +168 +2%
FPCM
874
Financial Partners Capital Management
New York
$660K -$94.9K -1,000 -13%
CIA
875
Capital Investment Advisors
Georgia
$651K – – –
33 34
35
36 37