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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 %
FCCM
926
First City Capital Management
Georgia
$534K -$3.32K -35 -0.6%
AIC
927
Atlantic Investment Company
Georgia
$533K – – –
MFS
928
MSI Financial Services
Massachusetts
$528K +$86.2K +908 +20%
WB
929
Webster Bank
Connecticut
$527K -$215K -2,261 -29%
FHC
930
First Heartland Consultants
Missouri
$527K +$2.09K +22 +0.4%
FM
931
Forward Management
California
$524K -$6.17K -65 -1%
KFS
932
Kurt F. Somerville
$522K – – –
EWM
933
Endurance Wealth Management
Rhode Island
$518K -$1.89K -20 -0.4%
WA
934
WFG Advisors
Texas
$514K +$4.08K +43 +0.8%
MIC
935
MU Investments Company
Japan
$513K -$28.5K -300 -5%
FFC
936
First Financial Corp
Indiana
$511K -$43.4K -457 -8%
TH
937
TCTC Holdings
Texas
$510K -$9.48K -100 -2%
OCM
938
Osterweis Capital Management
California
$510K – – –
GSBTD
939
Glenview State Bank Trust Department
Illinois
$510K +$94.9K +1,000 +23%
EIM
940
Essex Investment Management
Massachusetts
$506K – – –
HC
941
Highmount Capital
New York
$495K -$13.3K -140 -3%
GLI
942
Guardian Life Insurance
New York
$492K – – –
MCM
943
Maryland Capital Management
Maryland
$490K -$9.5K -100 -2%
BJL
944
Brighton Jones LLC
Washington
$490K +$7.21K +76 +1%
PWW
945
Pettyjohn Wood & White
Virginia
$482K -$14.2K -150 -3%
RIG
946
Roosevelt Investment Group
New York
$482K +$9.87K +104 +2%
BFEC
947
Benjamin F. Edwards & Company
Missouri
$481K +$101K +1,065 +27%
TL
948
Tirschwell & Loewy
New York
$479K -$47.4K -500 -9%
BST
949
Bath Savings Trust
Maine
$475K – – –
CAS
950
CTC Alternative Strategies
Illinois
$474K +$474K +5,000 New
36 37
38
39 40