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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 %
OMCS
876
Old Mutual Customised Solutions
South Africa
$683K -$236K -2,700 -26%
MHIC
877
Marble Harbor Investment Counsel
Massachusetts
$682K +$8.76K +100 +1%
CIBC World Market
878
CIBC World Market
Ontario, Canada
$676K -$36.2K -414 -5%
WSTAM
879
Wilbanks Smith & Thomas Asset Management
Virginia
$665K +$48.8K +557 +8%
RMAM
880
Raab & Moskowitz Asset Management
New Jersey
$663K +$8.76K +100 +1%
TCM
881
Tradition Capital Management
New Jersey
$659K – – –
ATC
882
Adirondack Trust Company
New York
$658K +$11.4K +130 +2%
ABC
883
Associated Banc-Corp
Wisconsin
$657K +$438 +5 +0.1%
AI
884
Atria Investments
North Carolina
$655K -$44.5K -508 -6%
CCC
885
Chelsea Counsel Company
California
$641K -$78.7K -898 -11%
RCAG
886
Rehmann Capital Advisory Group
Michigan
$637K +$9.63K +110 +2%
SCM
887
Shelton Capital Management
Colorado
$635K – – –
WT
888
Washington Trust
Rhode Island
$633K -$4.38K -50 -0.7%
WTB
889
Washington Trust Bank
Washington
$631K +$9.02K +103 +1%
ISL
890
Ingalls & Snyder LLC
New York
$628K +$34.7K +397 +6%
AA
891
ALPS Advisors
Colorado
$627K +$16K +183 +3%
SCM
892
Stellar Capital Management
Arizona
$624K – – –
SIM
893
Spark Investment Management
New York
$621K – – –
FMLI
894
Fukoku Mutual Life Insurance
Japan
$613K -$17.5K -200 -3%
SCA
895
Sippican Capital Advisors
Massachusetts
$613K +$613K +7,000 New
FPCM
896
Financial Partners Capital Management
New York
$609K – – –
BAM
897
Boyar Asset Management
New York
$606K -$14.1K -161 -2%
BRWA
898
B. Riley Wealth Advisors
Florida
$603K -$533K -6,083 -47%
MFW
899
Meristem Family Wealth
Minnesota
$603K +$18K +206 +3%
ARMT
900
Amica Retiree Medical Trust
Rhode Island
$598K – – –
34 35
36
37 38