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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 %
BP
1001
Ballentine Partners
Massachusetts
$397K +$18.2K +209 +5%
LJHT
1002
Laurie J. Hall Trustee
$397K +$397K +4,535 New
LCM
1003
Liberty Capital Management
Michigan
$394K – – –
SBH
1004
Segall Bryant & Hamill
Illinois
$394K – – –
BIM
1005
Bridges Investment Management
Nebraska
$390K +$131K +1,500 +51%
FAAS
1006
First Allied Advisory Services
California
$386K +$386K +4,353 New
SFP
1007
Santa Fe Partners
New Mexico
$383K +$383K +4,364 New
PHAM
1008
Palisades Hudson Asset Management
Florida
$382K +$102K +1,172 +37%
TTWM
1009
TCV Trust & Wealth Management
Virginia
$381K -$16.8K -192 -4%
SPC
1010
Stewart & Patten Company
California
$376K -$23.3K -266 -6%
CTA
1011
Chesley Taft & Associates
Illinois
$375K +$175 +2 +0%
CCMG
1012
Clark Capital Management Group
Pennsylvania
$373K -$206K -2,357 -36%
TBA
1013
Train Babcock Advisors
New York
$372K – – –
SIM
1014
SSI Investment Management
California
$367K +$142K +1,622 +63%
JC
1015
Jacobs & Co
California
$366K -$4.99K -57 -1%
VDBMI
1016
Van Den Berg Management I
Texas
$365K – – –
FNBTCON
1017
First National Bank & Trust Co of Newtown
Pennsylvania
$363K +$363K +4,150 New
CYG
1018
Clean Yield Group
Vermont
$362K – – –
CCM
1019
Chilton Capital Management
Texas
$361K – – –
ACM
1020
Azimuth Capital Management
Michigan
$360K -$17.2K -197 -5%
SFU
1021
Stonehage Fleming (UK)
United Kingdom
$360K – – –
WA
1022
Wheatland Advisors
Pennsylvania
$359K – – –
CFA
1023
Cahill Financial Advisors
Minnesota
$357K -$14.5K -165 -4%
MWAC
1024
Mariner Wealth Advisors (Cincinnati)
Ohio
$356K +$33.3K +381 +10%
ACA
1025
Anchor Capital Advisors
Massachusetts
$355K -$8.93K -102 -2%
39 40
41
42 43