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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 %
RCAG
926
Rehmann Capital Advisory Group
Michigan
$668K -$8.74K -94 -1%
SCM
927
Stellar Capital Management
Arizona
$663K – – –
CAM
928
Cubic Asset Management
Massachusetts
$660K +$157K +1,691 +31%
AI
929
Ariel Investments
Illinois
$659K +$148K +1,590 +29%
SCA
930
Sippican Capital Advisors
Massachusetts
$651K – – –
ACM
931
Aviance Capital Management
Florida
$651K +$651K +6,999 New
FPCM
932
Financial Partners Capital Management
New York
$647K – – –
BAM
933
Boyar Asset Management
New York
$644K – – –
RMAM
934
Raab & Moskowitz Asset Management
New Jersey
$642K -$62.1K -668 -9%
MFW
935
Meristem Family Wealth
Minnesota
$641K – – –
WPP
936
Whalerock Point Partners
Rhode Island
$641K +$82.7K +890 +15%
ARMT
937
Amica Retiree Medical Trust
Rhode Island
$636K – – –
CIA
938
Capital Investment Advisors
Georgia
$636K +$16.2K +174 +3%
CA
939
Cetera Advisors
Colorado
$633K +$89.6K +962 +16%
KB
940
Kimelman & Baird
New York
$628K – – –
FPCG
941
Fort Pitt Capital Group
Pennsylvania
$628K – – –
FHB
942
First Hawaiian Bank
Hawaii
$628K +$2.61K +28 +0.4%
CCA
943
Checchi Capital Advisers
California
$627K +$55K +591 +10%
SHA
944
Smith Hayes Advisers
Nebraska
$625K +$54.9K +590 +10%
FIM
945
Freedom Investment Management
Connecticut
$625K +$74.1K +796 +13%
SLG
946
Stanley-Laman Group
Pennsylvania
$623K +$323K +3,471 +107%
FAM
947
Fenimore Asset Management
New York
$611K +$611K +6,566 New
SGAM
948
Steinberg Global Asset Management
Florida
$604K +$326K +3,500 +117%
SC
949
Savant Capital
Illinois
$603K +$53.9K +580 +10%
SCI
950
S&CO Inc
Massachusetts
$600K – – –
36 37
38
39 40