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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 %
MBT
926
Monroe Bank & Trust
Michigan
$532K -$16.7K -191 -3%
ICAS
927
Investors Capital Advisory Services
Massachusetts
$530K -$58K -664 -10%
NAM
928
Nichols Asset Management
Massachusetts
$527K – – –
HFM
929
Hartford Financial Management
Connecticut
$526K – – –
WPP
930
Whalerock Point Partners
Rhode Island
$525K – – –
MHIM
931
MacNealy Hoover Investment Management
Ohio
$525K – – –
SEC
932
Seven Eight Capital
New York
$525K +$524K +6,000 +40,000%
BWP
933
Baldwin Wealth Partners
Massachusetts
$521K -$1.58M -18,059 -75%
BIC
934
Bridges Investment Counsel
Nebraska
$521K – – –
FIM
935
Freedom Investment Management
Connecticut
$518K +$83.1K +949 +19%
MA
936
Montag & Associates
Georgia
$518K +$271K +3,096 +110%
SC
937
Savant Capital
Illinois
$517K -$876 -10 -0.2%
CA
938
Cetera Advisors
Colorado
$510K -$43.4K -496 -8%
SA
939
Strategic Advisors
New York
$510K -$40.2K -459 -7%
HT
940
HighTower Trust
Texas
$509K – – –
NL
941
NWAM LLC
Washington
$509K +$9.72K +111 +2%
AIC
942
Atlantic Investment Company
Georgia
$507K -$533K -5,615 Closed
TH
943
TCTC Holdings
Texas
$502K +$30.7K +350 +7%
EIM
944
Emerson Investment Management
Massachusetts
$494K -$13.4K -153 -3%
FHC
945
First Heartland Consultants
Missouri
$491K +$4.81K +55 +1%
AIM
946
Aspen Investment Management
Michigan
$490K -$304K -3,470 -38%
FCCM
947
First City Capital Management
Georgia
$486K -$7K -80 -1%
RCM
948
Reynolds Capital Management
Nevada
$481K -$227K -2,600 -32%
AI
949
Ariel Investments
Illinois
$481K +$481K +5,492 New
WA
950
WFG Advisors
Texas
$477K +$2.54K +29 +0.5%
36 37
38
39 40