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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 %
TIA
976
Tiemann Investment Advisors
California
$430K +$6.57K +75 +2%
RAM
977
RWC Asset Management
United Kingdom
$429K -$618K -7,052 -59%
IUAM
978
Itau USA Asset Management
New York
$429K – – –
JCM
979
JD Capital Management
Connecticut
$429K +$429K +4,898 New
RIG
980
Roosevelt Investment Group
New York
$428K -$17.1K -195 -4%
MIC
981
MU Investments Company
Japan
$423K -$51.9K -590 -11%
HIC
982
Harvey Investment Company
Kentucky
$422K – – –
SMC
983
Smith, Moore & Co
Missouri
$422K +$422K +4,816 New
WC
984
Whitnell & Co
Illinois
$420K +$19.8K +226 +5%
CT
985
Cambridge Trust
Massachusetts
$417K -$874 -10 -0.2%
HSA
986
HBK Sorce Advisory
Pennsylvania
$417K +$98.2K +1,121 +31%
PRCM
987
Pine River Capital Management
Minnesota
$416K +$416K +4,749 New
PCA
988
Personal Capital Advisors
California
$416K +$416K +4,752 New
FFSOTS
989
Fiduciary Financial Services of The Southwest
Texas
$415K +$51.6K +589 +14%
GA
990
Geneva Advisors
Illinois
$414K +$3.42K +39 +0.8%
MBT
991
Montecito Bank & Trust
California
$409K -$4.11K -47 -1%
MMG
992
Monetary Management Group
Missouri
$409K – – –
BST
993
Bath Savings Trust
Maine
$407K -$30.6K -350 -7%
DD
994
Dominick & Dominick
New York
$407K +$87.5K +1,000 +27%
CD
995
Carl Domino
Florida
$404K -$26.7K -305 -6%
CAG
996
Crestwood Advisors Group
Massachusetts
$404K – – –
BIM
997
Baldwin Investment Management
Pennsylvania
$403K – – –
SWM
998
SVA Wealth Management
Wisconsin
$402K – – –
TL
999
Tirschwell & Loewy
New York
$398K -$43.7K -500 -10%
ZAM
1000
Zevin Asset Management
Massachusetts
$397K – – –
38 39
40
41 42