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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
$608M
2
State Street
State Street
Massachusetts
$4.22B
3
Morgan Stanley
Morgan Stanley
New York
$698M
4
MCM
Marsico Capital Management
Colorado
$217M
5
CI
Cambiar Investors
Colorado
$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$513M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
3
American Century Companies
American Century Companies
Missouri
$97.3M
4
DSA
Davis Selected Advisers
Arizona
$2.07B
5
CCI
Columbus Circle Investors
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWT
851
Dorsey & Whitney Trust
South Dakota
$920K +$84.9K +914 +10%
WTB
852
Washington Trust Bank
Washington
$920K +$250K +2,685 +37%
JIC
853
Joel Isaacson & Co
New York
$895K -$6.98K -75 -0.8%
CAM
854
Centre Asset Management
New York
$893K -$9.8M -105,400 -92%
PFBT
855
Parkside Financial Bank & Trust
Missouri
$893K -$50.1K -539 -5%
MGIA
856
Moneta Group Investment Advisors
Missouri
$893K +$18.6K +200 +2%
NCM
857
Narwhal Capital Management
Georgia
$889K +$889K +9,550 New
ACS
858
Archford Capital Strategies
Illinois
$888K +$5.21K +56 +0.6%
CNBT
859
Canandaigua National Bank & Trust
New York
$888K +$21.9K +235 +3%
LDB
860
Lee, Danner & Bass
Tennessee
$887K -$24.2K -260 -3%
YL
861
YCG LLC
Texas
$884K – – –
OMCS
862
Old Mutual Customised Solutions
South Africa
$884K +$158K +1,700 +22%
BC
863
Banced Corp
Illinois
$883K -$295K -3,173 -25%
TFF
864
Timothy F. Fidgeon
$877K – – –
JWM
865
Jacobus Wealth Management
Wisconsin
$866K -$61.4K -660 -7%
BSW
866
Buckingham Strategic Wealth
Missouri
$865K -$21.9K -235 -2%
MCM
867
Manchester Capital Management
Vermont
$863K +$27.9K +300 +3%
SCP
868
Sandhill Capital Partners
New York
$857K -$3.54K -38 -0.4%
HTI
869
Hikari Tsushin Inc
Japan
$856K – – –
WSC
870
Wellington Shields & Co
New York
$856K – – –
ARC
871
Absolute Return Capital
Massachusetts
$854K +$854K +9,184 New
GC
872
Grimes & Company
Massachusetts
$850K -$87.7K -942 -9%
CIBC World Market
873
CIBC World Market
Ontario, Canada
$850K +$131K +1,405 +18%
AL
874
Airain Ltd
Guernsey
$849K +$849K +9,120 New
BFG
875
Beacon Financial Group
Texas
$847K +$72.7K +771 +9%
33 34
35
36 37