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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 %
VFS
876
VSR Financial Services
Kansas
$844K -$31.5K -339 -4%
BCM
877
Bares Capital Management
Texas
$840K – – –
PGCM
878
Prescott Group Capital Management
Oklahoma
$837K – – –
CM
879
Castleark Management
Illinois
$835K – – –
GWCM
880
Godshalk Welsh Capital Management
Pennsylvania
$832K +$832K +8,945 New
WT
881
Washington Trust
Rhode Island
$825K +$151K +1,627 +22%
SFG
882
Sather Financial Group
Texas
$818K +$212K +2,280 +35%
BIC
883
Beach Investment Counsel
Pennsylvania
$814K – – –
PAM
884
Palisade Asset Management
Minnesota
$813K -$2.79K -30 -0.3%
RBC
885
Ronald Blue & Co
Georgia
$810K -$7.91K -85 -1%
FBC
886
Fairfield, Bush & Co
Connecticut
$810K -$6.51K -70 -0.8%
CBU
887
CIBC Bank USA
Illinois
$806K +$24.6K +265 +3%
AI
888
Atria Investments
North Carolina
$803K +$107K +1,150 +15%
AP
889
Atwood & Palmer
Missouri
$799K – – –
MMPW
890
Mitchell McLeod Pugh & Williams
Alabama
$798K +$798K +8,580 New
CTI
891
Community Trust & Investment
Kentucky
$797K +$5.77K +62 +0.7%
IIM
892
Ipswich Investment Management
Massachusetts
$792K +$55.8K +600 +8%
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$780K +$12.6K +136 +2%
IHL
894
Investment House LLC
California
$777K +$6.98K +75 +0.9%
IB
895
Intrust Bank
Kansas
$775K -$6.79K -73 -0.9%
FMB
896
Field & Main Bank
Kentucky
$770K +$200K +2,150 +35%
FBT
897
First Bankers Trust
Kentucky
$764K -$9.31K -100 -1%
BMC
898
Benin Management Corp
Connecticut
$764K – – –
BBI
899
Baxter Bros Inc
Connecticut
$758K +$3.82K +41 +0.5%
PCA
900
Personal Capital Advisors
California
$753K +$311K +3,337 +70%
34 35
36
37 38