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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 %
JFGIW
951
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$483K -$15.4K -171 -3%
MJRIC
952
Mogy Joel R Investment Counsel
California
$482K – – –
EIM
953
Essex Investment Management
Massachusetts
$480K – – –
WAS
954
Winch Advisory Services
Wisconsin
$477K +$477K +5,300 New
CAM
955
Cypress Asset Management
Texas
$474K +$19.6K +218 +4%
MCM
956
Maryland Capital Management
Maryland
$474K +$35.1K +390 +8%
PWW
957
Pettyjohn Wood & White
Virginia
$471K +$471K +5,230 New
SMC
958
Smith, Moore & Co
Missouri
$470K – – –
GLI
959
Guardian Life Insurance
New York
$467K -$4.41K -49 -0.9%
AIM
960
Acropolis Investment Management
Missouri
$465K +$465K +5,170 New
PL
961
Parkwood LLC
Ohio
$462K -$41.1K -456 -8%
SPC
962
Stewart & Patten Company
California
$459K -$45K -500 -9%
BJL
963
Brighton Jones LLC
Washington
$458K -$12.2K -135 -3%
CT
964
Cambridge Trust
Massachusetts
$454K -$19.4K -215 -4%
KCM
965
Kanawha Capital Management
Virginia
$453K +$453K +5,033 New
BST
966
Bath Savings Trust
Maine
$451K -$4.5K -50 -1%
WIS
967
Wright Investors Service
Connecticut
$449K -$12.2K -135 -3%
RIG
968
Roosevelt Investment Group
New York
$448K +$15.9K +177 +4%
SC
969
Schulhoff & Co
Ohio
$446K -$22.9K -254 -5%
LW
970
Linscomb Wealth
Texas
$443K +$154K +1,713 +53%
IUAM
971
Itau USA Asset Management
New York
$441K -$117K -1,300 -21%
FBP
972
Flippin Bruce & Porter
Virginia
$441K -$89.9K -1,000 -17%
OCG
973
Opus Capital Group
Ohio
$441K +$441K +4,900 New
TIA
974
Tiemann Investment Advisors
California
$435K -$1.35K -15 -0.3%
HIC
975
Harvey Investment Company
Kentucky
$434K – – –
37 38
39
40 41