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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 %
KFS
951
Kurt F. Somerville
$598K +$133K +1,430 +29%
BHBT
952
Burke & Herbert Bank & Trust
Virginia
$587K +$2.23K +24 +0.4%
ICAS
953
Investors Capital Advisory Services
Massachusetts
$587K +$23.2K +250 +4%
PWMAG
954
Pinnacle Wealth Management Advisory Group
New Jersey
$586K +$586K +6,300 New
AA
955
ALPS Advisors
Colorado
$585K -$81.4K -874 -12%
HBT
956
Hills Bank & Trust
Iowa
$582K – – –
BDF
957
Balasa Dinverno & Foltz
$581K -$6.51K -70 -1%
CS
958
Cannell & Spears
New York
$580K – – –
MBT
959
Monroe Bank & Trust
Michigan
$580K +$15.1K +163 +3%
MA
960
Montag & Associates
Georgia
$578K +$27K +290 +5%
BTNA
961
Bremer Trust National Association
Minnesota
$576K +$6.41K +69 +1%
NAMA
962
Nikko Asset Management Americas
New York
$575K – – –
ANB
963
Amarillo National Bank
Texas
$573K -$39.3K -422 -6%
GIS
964
Guardian Investor Services
New York
$573K -$21.2K -228 -4%
MJRIC
965
Mogy Joel R Investment Counsel
California
$572K – – –
ATC
966
Argent Trust Co
Tennessee
$570K +$570K +6,128 New
SYBT
967
Stock Yards Bank & Trust
Kentucky
$568K -$20.3K -218 -3%
CCM
968
Compton Capital Management
Rhode Island
$566K – – –
NAM
969
Nichols Asset Management
Massachusetts
$560K – – –
HFM
970
Hartford Financial Management
Connecticut
$559K – – –
FMLI
971
Fukoku Mutual Life Insurance
Japan
$558K -$93K -1,000 -14%
MHIM
972
MacNealy Hoover Investment Management
Ohio
$558K – – –
SA
973
Strategic Advisors
New York
$555K +$13.3K +143 +2%
BOTW
974
Bank of the West
California
$549K +$80.1K +860 +17%
ST
975
Sageworth Trust
Pennsylvania
$542K +$542K +5,828 New
37 38
39
40 41