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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 %
CT
1001
Cambridge Trust
Massachusetts
$478K +$33.7K +362 +8%
BA
1002
Boston Advisors
Massachusetts
$477K +$2.33K +25 +0.5%
PWW
1003
Pettyjohn Wood & White
Virginia
$473K – – –
GLI
1004
Guardian Life Insurance
New York
$472K -$4.47K -48 -0.9%
LJAC
1005
L.J. Altfest & Co
New York
$470K +$470K +5,056 New
JT
1006
Jump Trading
Illinois
$469K +$469K +5,045 New
BHC
1007
Bowen Hanes & Co
Florida
$468K – – –
CAG
1008
Crestwood Advisors Group
Massachusetts
$467K +$37.9K +407 +9%
MIC
1009
MU Investments Company
Japan
$463K +$9.43K +100 +2%
OCG
1010
Opus Capital Group
Ohio
$461K -$461K -4,951 -50%
HSA
1011
HBK Sorce Advisory
Pennsylvania
$460K +$16.7K +179 +4%
BIM
1012
Baldwin Investment Management
Pennsylvania
$460K +$31.2K +335 +7%
DSC
1013
Duncker Streett & Co
Missouri
$458K – – –
SWM
1014
SVA Wealth Management
Wisconsin
$457K +$29.7K +320 +7%
SMC
1015
Smith, Moore & Co
Missouri
$451K +$2.51K +27 +0.6%
MRCM
1016
M&R Capital Management
New Jersey
$449K -$153K -1,647 -25%
HIC
1017
Harvey Investment Company
Kentucky
$448K – – –
TI
1018
Telemetry Investments
New York
$448K +$448K +4,820 New
RIG
1019
Roosevelt Investment Group
New York
$447K -$8.01K -86 -2%
MBT
1020
Montecito Bank & Trust
California
$443K +$8K +86 +2%
SC
1021
Schulhoff & Co
Ohio
$441K -$18.6K -200 -4%
FFSOTS
1022
Fiduciary Financial Services of The Southwest
Texas
$441K – – –
MMG
1023
Monetary Management Group
Missouri
$435K – – –
HB
1024
Homrich & Berg
Georgia
$435K +$57.8K +621 +15%
SNT
1025
Security National Trust
West Virginia
$434K -$73.1K -785 -14%
39 40
41
42 43