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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 %
WIS
976
Wright Investors Service
Connecticut
$429K -$43.8K -462 -9%
SBH
977
Segall Bryant & Hamill
Illinois
$427K -$258K -2,720 -38%
LCM
978
Liberty Capital Management
Michigan
$427K – – –
BP
979
Ballentine Partners
Massachusetts
$412K -$17.7K -186 -4%
ACM
980
Azimuth Capital Management
Michigan
$409K +$9.49K +100 +2%
CTA
981
Chesley Taft & Associates
Illinois
$406K +$190 +2 +0%
TBA
982
Train Babcock Advisors
New York
$404K – – –
JC
983
Jacobs & Co
California
$402K -$4.08K -43 -1%
CFA
984
Cahill Financial Advisors
Minnesota
$402K – – –
VDBMI
985
Van Den Berg Management I
Texas
$396K -$57.9K -610 -13%
ACA
986
Anchor Capital Advisors
Massachusetts
$394K -$13.8K -145 -3%
FFSOTS
987
Fiduciary Financial Services of The Southwest
Texas
$394K – – –
CCM
988
Chilton Capital Management
Texas
$392K – – –
CYG
989
Clean Yield Group
Vermont
$392K +$94.8K +1,000 +32%
SFU
990
Stonehage Fleming (UK)
United Kingdom
$391K +$60K +632 +18%
HCM
991
Hodges Capital Management
Texas
$390K -$18.8K -198 -5%
WA
992
Wheatland Advisors
Pennsylvania
$389K – – –
CCA
993
Checchi Capital Advisers
California
$382K +$72.6K +764 +23%
TWA
994
TCI Wealth Advisors
Arizona
$379K – – –
EVM
995
Evelyn V. Moreno
$379K – – –
IPC
996
Independent Portfolio Consultants
Florida
$379K +$120K +1,265 +46%
RT
997
Reliance Trust
Georgia
$377K -$11.9K -126 -3%
HAIM
998
Hunter Associates Investment Management
Pennsylvania
$372K – – –
HB
999
Homrich & Berg
Georgia
$369K +$2.27K +24 +0.6%
Mariner
1000
Mariner
Kansas
$365K +$89.9K +948 +33%
38 39
40
41 42