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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 %
KB
901
Kimelman & Baird
New York
$591K -$6.12K -70 -1%
BFEC
902
Benjamin F. Edwards & Company
Missouri
$591K +$147K +1,680 +33%
FPCG
903
Fort Pitt Capital Group
Pennsylvania
$591K +$590K +6,743 +112,383%
FHB
904
First Hawaiian Bank
Hawaii
$588K -$1.66K -19 -0.3%
CIA
905
Capital Investment Advisors
Georgia
$583K -$17.5K -200 -3%
ANB
906
Amarillo National Bank
Texas
$575K – – –
SFG
907
Sather Financial Group
Texas
$570K – – –
MRCM
908
M&R Capital Management
New Jersey
$567K +$263 +3 +0%
SCI
909
S&CO Inc
Massachusetts
$565K – – –
GIS
910
Guardian Investor Services
New York
$559K -$36.2K -413 -6%
SYBT
911
Stock Yards Bank & Trust
Kentucky
$554K -$122K -1,392 -18%
BDF
912
Balasa Dinverno & Foltz
$553K +$5.26K +60 +1%
GIP
913
Granite Investment Partners
California
$552K – – –
BHBT
914
Burke & Herbert Bank & Trust
Virginia
$550K – – –
IH
915
IFC Holdings
Florida
$549K +$23K +261 +4%
HBT
916
Hills Bank & Trust
Iowa
$547K – – –
CS
917
Cannell & Spears
New York
$545K +$4.81K +55 +0.9%
MJRIC
918
Mogy Joel R Investment Counsel
California
$538K -$17.5K -200 -3%
CCA
919
Checchi Capital Advisers
California
$538K +$186K +2,128 +53%
BTNA
920
Bremer Trust National Association
Minnesota
$537K -$2.37K -27 -0.4%
SHA
921
Smith Hayes Advisers
Nebraska
$536K -$27.6K -315 -5%
NAMA
922
Nikko Asset Management Americas
New York
$536K – – –
FMB
923
Field & Main Bank
Kentucky
$536K +$13.1K +150 +3%
SI
924
SII Investments
Wisconsin
$535K +$226K +2,570 +73%
CCM
925
Compton Capital Management
Rhode Island
$533K – – –
35 36
37
38 39