AXP icon

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 %
LH
901
Lebenthal Holdings
New York
$753K +$753K +8,091 New
AAM
902
Auxier Asset Management
Oregon
$751K – – –
HCM
903
Hollencrest Capital Management
California
$750K +$750K +8,055 New
EPM
904
Equitec Proprietary Markets
Illinois
$747K +$747K +8,033 New
NMIFOAC
905
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$744K – – –
IAMOG
906
Investors Asset Management of Georgia
Georgia
$737K +$737K +7,925 New
TI
907
Trexquant Investment
Connecticut
$735K +$735K +7,900 New
WSTAM
908
Wilbanks Smith & Thomas Asset Management
Virginia
$728K +$20.9K +224 +3%
TCM
909
Tradition Capital Management
New Jersey
$728K +$27.9K +300 +4%
MHIC
910
Marble Harbor Investment Counsel
Massachusetts
$725K – – –
FBT
911
Founders Bank & Trust
Michigan
$722K -$70.3K -755 -9%
NERM
912
New England Research & Management
Illinois
$721K +$721K +7,750 New
NIMI
913
Natixis Investment Managers International
France
$714K +$714K +7,674 New
BIC
914
Bridges Investment Counsel
Nebraska
$712K +$158K +1,700 +29%
AIA
915
Avalon Investment & Advisory
Texas
$706K -$37.2K -400 -5%
ATC
916
Adirondack Trust Company
New York
$705K +$6.04K +65 +0.9%
RIM
917
Regent Investment Management
Kentucky
$704K -$442K -4,745 -39%
CIC
918
Cornercap Investment Counsel
Georgia
$703K +$410K +4,405 +140%
MFS
919
MSI Financial Services
Massachusetts
$697K -$74.3K -799 -10%
Walleye Trading
920
Walleye Trading
New York
$694K +$694K +7,461 New
ABC
921
Associated Banc-Corp
Wisconsin
$684K -$14K -150 -2%
ISL
922
Ingalls & Snyder LLC
New York
$684K +$15.9K +171 +2%
SI
923
SII Investments
Wisconsin
$682K +$119K +1,282 +21%
CCC
924
Chelsea Counsel Company
California
$681K +$186 +2 +0%
GCP
925
GSA Capital Partners
United Kingdom
$669K -$3.44M -36,929 -84%
35 36
37
38 39