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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 %
BA
951
Boston Advisors
Massachusetts
$474K +$166K +1,750 +54%
FIM
952
Freedom Investment Management
Connecticut
$471K +$30.5K +322 +7%
VF
953
Virtu Financial
New York
$471K +$471K +4,969 New
OCG
954
Opus Capital Group
Ohio
$470K +$4.84K +51 +1%
SC
955
Schulhoff & Co
Ohio
$469K – – –
CD
956
Carl Domino
Florida
$466K +$19.4K +205 +4%
IUAM
957
Itau USA Asset Management
New York
$465K – – –
TIA
958
Tiemann Investment Advisors
California
$459K – – –
LW
959
Linscomb Wealth
Texas
$458K -$8.63K -91 -2%
HIC
960
Harvey Investment Company
Kentucky
$457K – – –
Jane Street
961
Jane Street
New York
$457K +$198K +2,087 +77%
CT
962
Cambridge Trust
Massachusetts
$454K -$25.2K -265 -5%
MBT
963
Montecito Bank & Trust
California
$448K -$95.3K -1,005 -18%
GA
964
Geneva Advisors
Illinois
$445K +$68K +716 +18%
OSAM
965
O'Shaughnessy Asset Management
Connecticut
$444K -$16.3M -172,190 -97%
MMG
966
Monetary Management Group
Missouri
$444K +$28.5K +300 +7%
EA
967
Emerald Advisers
Pennsylvania
$443K +$21.1K +223 +5%
DSC
968
Duncker Streett & Co
Missouri
$442K – – –
CAG
969
Crestwood Advisors Group
Massachusetts
$437K -$95.8K -1,011 -18%
BIM
970
Baldwin Investment Management
Pennsylvania
$437K – – –
SWM
971
SVA Wealth Management
Wisconsin
$436K +$7.12K +75 +2%
SPC
972
Stewart & Patten Company
California
$433K -$50.6K -534 -10%
WC
973
Whitnell & Co
Illinois
$433K – – –
TTWM
974
TCV Trust & Wealth Management
Virginia
$430K +$21.6K +228 +5%
ZAM
975
Zevin Asset Management
Massachusetts
$430K +$430K +4,537 New
37 38
39
40 41