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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 %
SHA
901
Smith Hayes Advisers
Nebraska
$578K +$16.4K +182 +3%
FMLI
902
Fukoku Mutual Life Insurance
Japan
$576K -$63K -700 -10%
BPCE
903
Bank Pictet & Cie (Europe)
Germany
$568K – – –
MRCM
904
M&R Capital Management
New Jersey
$565K +$270 +3 +0%
HBT
905
Hills Bank & Trust
Iowa
$563K -$4.5K -50 -0.8%
CCM
906
Compton Capital Management
Rhode Island
$563K – – –
ACM
907
Apex Capital Management
Ohio
$559K +$559K +6,210 New
FMB
908
Field & Main Bank
Kentucky
$556K -$63K -700 -10%
FBC
909
Fairfield, Bush & Co
Connecticut
$556K – – –
CS
910
Cannell & Spears
New York
$556K +$54K +600 +11%
BDF
911
Balasa Dinverno & Foltz
$554K +$35.2K +391 +7%
NAMA
912
Nikko Asset Management Americas
New York
$552K -$1.46M -16,100 -73%
MBT
913
Monroe Bank & Trust
Michigan
$548K -$70.2K -780 -11%
ICAS
914
Investors Capital Advisory Services
Massachusetts
$547K -$34.6K -385 -6%
CA
915
Cetera Advisors
Colorado
$544K +$247K +2,744 +83%
HT
916
HighTower Trust
Texas
$542K – – –
BRWA
917
B. Riley Wealth Advisors
Florida
$542K +$310K +3,439 +133%
HFM
918
Hartford Financial Management
Connecticut
$541K – – –
NL
919
NWAM LLC
Washington
$541K +$114K +1,264 +27%
MHIM
920
MacNealy Hoover Investment Management
Ohio
$540K – – –
SC
921
Savant Capital
Illinois
$537K -$13.9K -154 -3%
IH
922
IFC Holdings
Florida
$537K +$15.5K +171 +3%
WCM
923
Weik Capital Management
Pennsylvania
$533K -$4.5K -50 -0.8%
MGIA
924
Moneta Group Investment Advisors
Missouri
$531K – – –
WT
925
Washington Trust
Rhode Island
$530K -$37.4K -416 -7%
35 36
37
38 39