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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
$303M
2
Wells Fargo
Wells Fargo
California
$1.07B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$2.79B
4
ClearBridge Investments
ClearBridge Investments
New York
$314M
5
MC
Montag & Caldwell
Georgia
$357M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$2.52B
2
LPC
Lone Pine Capital
Connecticut
$0
3
IIS
Ignis Investment Services
United Kingdom
$0
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
5
State Street
State Street
Massachusetts
$3.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
876
Meristem Family Wealth
Minnesota
$656K -$58.2K -646 -8%
PNAA
877
Pictet North America Advisors
Switzerland
$654K +$27K +300 +4%
SCM
878
Shelton Capital Management
Colorado
$653K – – –
PWM
879
ParenteBeard Wealth Management
Pennsylvania
$653K -$18K -200 -3%
SBH
880
Segall Bryant & Hamill
Illinois
$650K -$40.5K -450 -6%
ATC
881
Adirondack Trust Company
New York
$646K -$92.7K -1,029 -13%
G
882
GlobalBridge
Minnesota
$642K -$13.3K -148 -2%
SCM
883
Stellar Capital Management
Arizona
$642K – – –
SYBT
884
Stock Yards Bank & Trust
Kentucky
$642K +$91.1K +1,013 +17%
GIS
885
Guardian Investor Services
New York
$640K -$29.8K -331 -4%
SA
886
Strategic Advisors
New York
$623K +$22.2K +247 +4%
CIA
887
Capital Investment Advisors
Georgia
$618K -$18K -200 -3%
KB
888
Kimelman & Baird
New York
$617K -$6.76K -75 -1%
ARMT
889
Amica Retiree Medical Trust
Rhode Island
$615K – – –
AA
890
ALPS Advisors
Colorado
$613K +$39.5K +438 +7%
BL
891
Bolton LP
Connecticut
$610K +$476K +5,278 +354%
ISL
892
Ingalls & Snyder LLC
New York
$607K +$3.15K +35 +0.5%
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$600K +$14.2K +158 +2%
RCAG
894
Rehmann Capital Advisory Group
Michigan
$600K +$68.5K +761 +13%
ANB
895
Amarillo National Bank
Texas
$592K -$25.8K -287 -4%
FHB
896
First Hawaiian Bank
Hawaii
$588K -$49.9K -553 -8%
CIM
897
CenturyLink Investment Management
Colorado
$588K +$182K +2,024 +45%
SFG
898
Sather Financial Group
Texas
$586K – – –
WSTAM
899
Wilbanks Smith & Thomas Asset Management
Virginia
$584K -$130K -1,443 -18%
SCI
900
S&CO Inc
Massachusetts
$581K – – –
34 35
36
37 38