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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
1
Baillie Gifford & Co
United Kingdom
$303M
2
Wells Fargo
2
Wells Fargo
California
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.79B
4
ClearBridge Investments
4
ClearBridge Investments
New York
$314M
5
MC
5
Montag & Caldwell
Georgia
$357M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$2.52B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
IIS
3
Ignis Investment Services
United Kingdom
$0
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
5
State Street
5
State Street
Massachusetts
$3.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
1001
Jacobs & Co
California
$385K – – –
TBA
1002
Train Babcock Advisors
New York
$383K – – –
CFA
1003
Cahill Financial Advisors
Minnesota
$382K +$27.1K +300 +8%
ACM
1004
Azimuth Capital Management
Michigan
$379K +$124K +1,379 +49%
QAM
1005
Quantres Asset Management
Cayman Islands
$378K +$378K +4,200 New
FFSOTS
1006
Fiduciary Financial Services of The Southwest
Texas
$374K +$374K +4,150 New
CCM
1007
Chilton Capital Management
Texas
$372K -$137K -1,520 -27%
RT
1008
Reliance Trust
Georgia
$370K -$44.2K -491 -11%
WA
1009
Wheatland Advisors
Pennsylvania
$369K – – –
BFEC
1010
Benjamin F. Edwards & Company
Missouri
$361K +$153K +1,700 +74%
TWA
1011
TCI Wealth Advisors
Arizona
$360K -$112K -1,241 -24%
EVM
1012
Evelyn V. Moreno
$360K -$90K -1,000 -20%
WPC
1013
Waters Parkerson & Co
Louisiana
$360K – – –
FAAS
1014
First Allied Advisory Services
California
$360K +$2.82K +31 +0.8%
GA
1015
Geneva Advisors
Illinois
$358K +$22.5K +250 +7%
MCC
1016
Mid Continent Capital
Illinois
$357K -$27K -300 -7%
MWR
1017
McAdams Wright Ragen
Washington
$356K -$6.3K -70 -2%
HAIM
1018
Hunter Associates Investment Management
Pennsylvania
$353K – – –
SAMC
1019
Shinko Asset Management Company
Japan
$351K -$30.9K -344 -8%
HB
1020
Homrich & Berg
Georgia
$348K -$24K -267 -6%
IAS
1021
IMA Advisory Services
Colorado
$342K -$9.9K -110 -3%
FFBTD
1022
First Financial Bank - Trust Division
Ohio
$341K -$122K -1,350 -26%
LJAC
1023
L.J. Altfest & Co
New York
$338K – – –
SIC
1024
Salem Investment Counselors
North Carolina
$337K +$54K +600 +19%
GIM
1025
Greylin Investment Management
Virginia
$331K – – –
39 40
41
42 43