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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 %
SNT
951
Security National Trust
West Virginia
$476K -$17.5K -200 -4%
CAM
952
Cubic Asset Management
Massachusetts
$473K -$93.3K -1,066 -16%
FFC
953
First Financial Corp
Indiana
$472K – – –
OCM
954
Osterweis Capital Management
California
$471K – – –
GSBTD
955
Glenview State Bank Trust Department
Illinois
$470K – – –
IPC
956
Independent Portfolio Consultants
Florida
$469K +$120K +1,371 +34%
FM
957
Forward Management
California
$468K -$15.8K -180 -3%
EIM
958
Essex Investment Management
Massachusetts
$467K – – –
WCM
959
Weik Capital Management
Pennsylvania
$466K -$52.5K -600 -10%
LW
960
Linscomb Wealth
Texas
$465K +$42.2K +482 +10%
WB
961
Webster Bank
Connecticut
$460K -$26.3K -300 -5%
FP
962
Foundry Partners
Minnesota
$457K -$7.81M -89,175 -94%
MCM
963
Maryland Capital Management
Maryland
$452K – – –
GLI
964
Guardian Life Insurance
New York
$448K -$5.86K -67 -1%
ZCA
965
Zeke Capital Advisors
Pennsylvania
$448K +$448K +5,114 New
BA
966
Boston Advisors
Massachusetts
$446K +$8.75K +100 +2%
Tudor Investment Corp
967
Tudor Investment Corp
Connecticut
$446K +$232K +2,650 +108%
PWW
968
Pettyjohn Wood & White
Virginia
$445K – – –
BJL
969
Brighton Jones LLC
Washington
$444K -$8.32K -95 -2%
BOTW
970
Bank of the West
California
$441K -$79.5K -908 -15%
BHC
971
Bowen Hanes & Co
Florida
$441K +$441K +5,034 New
KFS
972
Kurt F. Somerville
$438K -$43.8K -500 -9%
MPM
973
Meritage Portfolio Management
Kansas
$436K +$436K +4,984 New
SC
974
Schulhoff & Co
Ohio
$433K – – –
DSC
975
Duncker Streett & Co
Missouri
$431K +$22.4K +256 +5%
37 38
39
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