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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 %
MBT
901
Monroe Bank & Trust
Michigan
$595K +$17.2K +181 +3%
HBT
902
Hills Bank & Trust
Iowa
$593K – – –
BDF
903
Balasa Dinverno & Foltz
$593K +$9.48K +100 +2%
CS
904
Cannell & Spears
New York
$586K – – –
Nomura Holdings
905
Nomura Holdings
Japan
$584K -$18.2M -194,489 -97%
BTNA
906
Bremer Trust National Association
Minnesota
$584K -$214K -2,260 -27%
NAMA
907
Nikko Asset Management Americas
New York
$579K – – –
CCM
908
Compton Capital Management
Rhode Island
$577K -$15.5K -163 -3%
CAM
909
Cypress Asset Management
Texas
$575K +$75.9K +800 +15%
NAM
910
Nichols Asset Management
Massachusetts
$571K +$571K +6,015 New
HFM
911
Hartford Financial Management
Connecticut
$570K – – –
MHIM
912
MacNealy Hoover Investment Management
Ohio
$569K – – –
WPP
913
Whalerock Point Partners
Rhode Island
$569K +$14.2K +150 +3%
FMB
914
Field & Main Bank
Kentucky
$567K -$19K -200 -3%
BOTW
915
Bank of the West
California
$564K +$7.31K +77 +1%
BIC
916
Bridges Investment Counsel
Nebraska
$564K +$23.7K +250 +4%
IH
917
IFC Holdings
Florida
$563K +$4.25K +45 +0.8%
WCM
918
Weik Capital Management
Pennsylvania
$562K – – –
SC
919
Savant Capital
Illinois
$561K -$4.93K -52 -0.9%
HT
920
HighTower Trust
Texas
$552K -$19K -200 -3%
SWP
921
Stratos Wealth Partners
Ohio
$551K +$551K +5,833 New
EIM
922
Emerson Investment Management
Massachusetts
$550K +$16.9K +178 +3%
NL
923
NWAM LLC
Washington
$541K -$28.8K -304 -5%
GCA
924
Gideon Capital Advisors
New York
$540K -$927K -9,783 -63%
SNT
925
Security National Trust
West Virginia
$535K -$2.37K -25 -0.4%
35 36
37
38 39