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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 %
ARMT
876
Amica Retiree Medical Trust
Rhode Island
$648K – – –
KB
877
Kimelman & Baird
New York
$647K -$2.37K -25 -0.4%
GIS
878
Guardian Investor Services
New York
$645K -$29.1K -307 -4%
ISL
879
Ingalls & Snyder LLC
New York
$643K +$3.41K +36 +0.5%
FHB
880
First Hawaiian Bank
Hawaii
$639K +$20.5K +216 +3%
ACM
881
Apex Capital Management
Ohio
$639K +$50K +527 +8%
ICAS
882
Investors Capital Advisory Services
Massachusetts
$637K +$60.6K +640 +11%
KCM
883
Kanawha Capital Management
Virginia
$636K +$159K +1,675 +33%
MFW
884
Meristem Family Wealth
Minnesota
$634K -$56.9K -600 -8%
CCMG
885
Clark Capital Management Group
Pennsylvania
$628K -$171K -1,808 -21%
ANB
886
Amarillo National Bank
Texas
$624K – – –
CIM
887
CenturyLink Investment Management
Colorado
$619K – – –
SFG
888
Sather Financial Group
Texas
$618K – – –
AP
889
Atwood & Palmer
Missouri
$617K -$186K -1,960 -23%
CTI
890
Community Trust & Investment
Kentucky
$617K +$617K +6,500 New
JT
891
Jump Trading
Illinois
$617K +$617K +6,507 New
MRCM
892
M&R Capital Management
New Jersey
$614K +$19.2K +202 +3%
CAM
893
Cubic Asset Management
Massachusetts
$614K +$160K +1,685 +35%
SCI
894
S&CO Inc
Massachusetts
$612K – – –
SHA
895
Smith Hayes Advisers
Nebraska
$611K +$1.61K +17 +0.3%
CA
896
Cetera Advisors
Colorado
$602K +$28K +294 +5%
MJRIC
897
Mogy Joel R Investment Counsel
California
$602K +$94.8K +1,000 +19%
GIP
898
Granite Investment Partners
California
$598K -$427K -4,500 -42%
SA
899
Strategic Advisors
New York
$596K -$60.5K -638 -9%
BHBT
900
Burke & Herbert Bank & Trust
Virginia
$596K -$35.5K -375 -6%
34 35
36
37 38