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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 %
CWA
976
Constellation Wealth Advisors
New York
$432K -$29.7K -330 -6%
HCM
977
Harvest Capital Management
New Hampshire
$432K -$9.01K -100 -2%
VDBMI
978
Van Den Berg Management I
Texas
$431K -$1.8K -20 -0.4%
CAM
979
Cubic Asset Management
Massachusetts
$431K +$9.01K +100 +2%
CD
980
Carl Domino
Florida
$424K -$7.65K -85 -2%
DSC
981
Duncker Streett & Co
Missouri
$419K – – –
MFS
982
MSI Financial Services
Massachusetts
$419K +$9.09K +101 +2%
FIM
983
Freedom Investment Management
Connecticut
$418K +$35.6K +396 +9%
BIM
984
Baldwin Investment Management
Pennsylvania
$415K +$142K +1,575 +52%
WC
985
Whitnell & Co
Illinois
$411K -$12.1K -134 -3%
DIA
986
Denver Investment Advisors
Colorado
$408K -$1.08M -12,000 -73%
LJHT
987
Laurie J. Hall Trustee
$408K – – –
BP
988
Ballentine Partners
Massachusetts
$407K +$6.39K +71 +2%
SWM
989
SVA Wealth Management
Wisconsin
$407K +$74.6K +829 +22%
Fidelity International
990
Fidelity International
Bermuda
$405K -$9K -100 -2%
LCM
991
Liberty Capital Management
Michigan
$405K – – –
EA
992
Emerald Advisers
Pennsylvania
$401K -$32K -355 -7%
CIBC World Market
993
CIBC World Market
Ontario, Canada
$400K +$70.5K +784 +21%
CC
994
Cipher Capital
New York
$400K +$400K +4,440 New
GSBTD
995
Glenview State Bank Trust Department
Illinois
$394K – – –
MMG
996
Monetary Management Group
Missouri
$394K +$27K +300 +7%
TTWM
997
TCV Trust & Wealth Management
Virginia
$388K +$18K +200 +5%
HCM
998
Hodges Capital Management
Texas
$388K +$72.1K +801 +23%
ACA
999
Anchor Capital Advisors
Massachusetts
$387K – – –
CTA
1000
Chesley Taft & Associates
Illinois
$385K -$18K -200 -4%
38 39
40
41 42