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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 %
WPC
1001
Waters Parkerson & Co
Louisiana
$361K -$18.6K -196 -5%
SAMC
1002
Shinko Asset Management Company
Japan
$361K -$9.49K -100 -3%
IAS
1003
IMA Advisory Services
Colorado
$361K – – –
NIM
1004
NuWave Investment Management
New Jersey
$360K +$56.1K +591 +18%
FHA
1005
First Horizon Advisors
Tennessee
$360K +$68.2K +723 +23%
BCMO
1006
Buckingham Capital Management (Ohio)
Ohio
$356K +$11.4K +120 +3%
TSW
1007
Thompson Siegel & Walmsley
Virginia
$355K -$3.7M -38,970 -91%
FNBOO
1008
First National Bank of Omaha
Nebraska
$354K +$17.3K +182 +5%
S
1009
SignatureFD
Georgia
$353K +$203K +2,145 +136%
MWAC
1010
Mariner Wealth Advisors (Cincinnati)
Ohio
$350K +$24.5K +258 +8%
GIM
1011
Greylin Investment Management
Virginia
$349K – – –
AAM
1012
Aureus Asset Management
Massachusetts
$348K +$10.4K +110 +3%
DD
1013
Dominick & Dominick
New York
$346K – – –
MCC
1014
Mid Continent Capital
Illinois
$345K -$30.8K -325 -8%
HSA
1015
HBK Sorce Advisory
Pennsylvania
$345K +$91.8K +968 +36%
MWR
1016
McAdams Wright Ragen
Washington
$343K -$32.3K -341 -9%
GHAM
1017
Gilman Hill Asset Management
Connecticut
$339K +$87.9K +927 +35%
BG
1018
Bahl & Gaynor
Ohio
$338K +$4.75K +50 +1%
SIC
1019
Salem Investment Counselors
North Carolina
$336K -$19K -200 -5%
SAM
1020
SignalPoint Asset Management
Missouri
$335K +$4.84K +51 +1%
GCIA
1021
Gabelli & Co Investment Advisers
New York
$332K – – –
SI
1022
SII Investments
Wisconsin
$332K +$34.3K +363 +12%
BOS
1023
Bingham Osborn & Scarborough
California
$331K -$10.3K -109 -3%
BHIA
1024
Birch Hill Investment Advisors
Massachusetts
$329K – – –
AI
1025
Accredited Investors
Minnesota
$327K -$15.6K -164 -5%
39 40
41
42 43