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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
1
Lansdowne Partners (UK)
United Kingdom
$608M
2
State Street
2
State Street
Massachusetts
$4.22B
3
Morgan Stanley
3
Morgan Stanley
New York
$698M
4
MCM
4
Marsico Capital Management
Colorado
$217M
5
CI
5
Cambiar Investors
Colorado
$112M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$513M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.16B
3
American Century Companies
3
American Century Companies
Missouri
$97.3M
4
DSA
4
Davis Selected Advisers
Arizona
$2.07B
5
CCI
5
Columbus Circle Investors
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
976
HighTower Trust
Texas
$541K – – –
TH
977
TCTC Holdings
Texas
$533K – – –
QCI
978
Quaker Capital Investments
Pennsylvania
$530K +$530K +5,700 New
WA
979
WFG Advisors
Texas
$529K +$22K +236 +4%
FHA
980
First Horizon Advisors
Tennessee
$526K +$175K +1,874 +50%
EIM
981
Emerson Investment Management
Massachusetts
$525K – – –
MCM
982
Maryland Capital Management
Maryland
$525K +$44.8K +481 +9%
FHC
983
First Heartland Consultants
Missouri
$524K +$1.49K +16 +0.3%
AIM
984
Aspen Investment Management
Michigan
$521K – – –
FCCM
985
First City Capital Management
Georgia
$516K – – –
AIC
986
Atlantic Investment Company
Georgia
$515K +$515K +5,535 New
ZCA
987
Zeke Capital Advisors
Pennsylvania
$512K +$36.3K +390 +8%
SPC
988
Sigma Planning Corp
Michigan
$510K +$510K +5,480 New
FM
989
Forward Management
California
$508K +$10.9K +117 +2%
LW
990
Linscomb Wealth
Texas
$507K +$13.3K +143 +3%
BJL
991
Brighton Jones LLC
Washington
$506K +$34.4K +370 +7%
OCM
992
Osterweis Capital Management
California
$500K – – –
GSBTD
993
Glenview State Bank Trust Department
Illinois
$500K – – –
FFC
994
First Financial Corp
Indiana
$497K -$4.19K -45 -0.8%
EIM
995
Essex Investment Management
Massachusetts
$496K – – –
WCM
996
Weik Capital Management
Pennsylvania
$495K – – –
WB
997
Webster Bank
Connecticut
$489K – – –
Connor, Clark & Lunn Investment Management (CC&L)
998
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$484K -$4.6M -49,400 -90%
RCM
999
Reynolds Capital Management
Nevada
$484K -$27.9K -300 -5%
MBTD
1000
Mechanics Bank - Trust Department
California
$483K -$386K -4,150 -44%
38 39
40
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