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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 %
BOTW
926
Bank of the West
California
$528K -$315K -3,500 -37%
OSNBOA
927
Old Second National Bank of Aurora
Illinois
$527K -$33.8K -375 -6%
WPP
928
Whalerock Point Partners
Rhode Island
$527K +$30K +333 +6%
FFC
929
First Financial Corp
Indiana
$526K -$11.3K -125 -2%
MIC
930
MU Investments Company
Japan
$516K -$90.5K -1,000 -15%
MBT
931
Montecito Bank & Trust
California
$515K +$30.3K +337 +6%
WIC
932
Whitegate Investment Counselors
New Hampshire
$514K +$514K +8,373 New
BIC
933
Bridges Investment Counsel
Nebraska
$513K +$18K +200 +4%
FCCM
934
First City Capital Management
Georgia
$510K – – –
SNT
935
Security National Trust
West Virginia
$510K – – –
CAG
936
Crestwood Advisors Group
Massachusetts
$506K -$14K -155 -3%
AIC
937
Atlantic Investment Company
Georgia
$506K – – –
EIM
938
Emerson Investment Management
Massachusetts
$506K +$4.5K +50 +0.9%
FM
939
Forward Management
California
$503K -$18K -200 -3%
HHGA
940
Halbert Hargrove Global Advisors
California
$502K -$9.28K -103 -2%
TL
941
Tirschwell & Loewy
New York
$500K – – –
FHC
942
First Heartland Consultants
Missouri
$498K – – –
NBC
943
Neuberger Berman Canada
Ontario, Canada
$495K -$684K -7,600 -58%
KFS
944
Kurt F. Somerville
$495K -$45K -500 -8%
EWM
945
Endurance Wealth Management
Rhode Island
$494K – – –
TH
946
TCTC Holdings
Texas
$493K -$42.7K -475 -8%
AL
947
Airain Ltd
Guernsey
$490K +$490K +5,447 New
WA
948
WFG Advisors
Texas
$484K -$983K -10,922 -67%
OCM
949
Osterweis Capital Management
California
$484K – – –
HC
950
Highmount Capital
New York
$483K -$31.5K -350 -6%
36 37
38
39 40