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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 %
PWM
851
ParenteBeard Wealth Management
Pennsylvania
$783K +$149K +1,700 +23%
MPA
852
Marvin & Palmer Associates
Delaware
$779K -$114K -1,300 -13%
FBC
853
Fairfield, Bush & Co
Connecticut
$769K -$12.7K -145 -2%
RBC
854
Ronald Blue & Co
Georgia
$769K +$97.9K +1,119 +15%
PAM
855
Palisade Asset Management
Minnesota
$768K – – –
BIC
856
Beach Investment Counsel
Pennsylvania
$766K -$5.86K -67 -0.8%
AP
857
Atwood & Palmer
Missouri
$751K +$182K +2,078 +32%
FBT
858
Founders Bank & Trust
Michigan
$746K -$27.6K -315 -4%
CTI
859
Community Trust & Investment
Kentucky
$744K +$175K +2,000 +31%
CBU
860
CIBC Bank USA
Illinois
$736K +$43.8K +500 +6%
IB
861
Intrust Bank
Kansas
$735K +$39.5K +451 +6%
BG
862
Bahl & Gaynor
Ohio
$734K +$422K +4,815 +135%
Mariner
863
Mariner
Kansas
$731K +$394K +4,498 +117%
FBT
864
First Bankers Trust
Kentucky
$727K – – –
MFS
865
MSI Financial Services
Massachusetts
$726K +$239K +2,730 +49%
IHL
866
Investment House LLC
California
$724K +$21.9K +250 +3%
JFGIW
867
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$723K -$66.1K -754 -8%
BFG
868
Beacon Financial Group
Texas
$722K -$4.13K -47 -0.6%
BMC
869
Benin Management Corp
Connecticut
$719K – – –
BBI
870
Baxter Bros Inc
Connecticut
$709K +$9.1K +104 +1%
AAM
871
Auxier Asset Management
Oregon
$706K -$17.5K -200 -2%
NMIFOAC
872
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$700K – – –
AIA
873
Avalon Investment & Advisory
Texas
$699K -$10.2K -117 -1%
IIM
874
Ipswich Investment Management
Massachusetts
$694K -$24.1K -275 -3%
SSG
875
Summit Securities Group
New York
$692K +$692K +7,900 New
33 34
35
36 37