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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 %
DD
1026
Dominick & Dominick
New York
$329K – – –
BCMO
1027
Buckingham Capital Management (Ohio)
Ohio
$327K +$67.5K +750 +26%
AI
1028
Accredited Investors
Minnesota
$325K +$720 +8 +0.2%
BOS
1029
Bingham Osborn & Scarborough
California
$324K +$28.5K +316 +10%
MG
1030
MDE Group
New Jersey
$322K -$36K -400 -10%
AAM
1031
Aureus Asset Management
Massachusetts
$321K +$321K +3,560 New
FNBOO
1032
First National Bank of Omaha
Nebraska
$319K -$18K -200 -5%
M
1033
MOTCO
Texas
$317K -$27K -300 -8%
BG
1034
Bahl & Gaynor
Ohio
$317K +$18.9K +209 +6%
GCIA
1035
Gabelli & Co Investment Advisers
New York
$315K – – –
SFU
1036
Stonehage Fleming (UK)
United Kingdom
$314K – – –
BHIA
1037
Birch Hill Investment Advisors
Massachusetts
$313K – – –
SAM
1038
SignalPoint Asset Management
Missouri
$313K – – –
MWAC
1039
Mariner Wealth Advisors (Cincinnati)
Ohio
$309K -$17.7K -197 -5%
PAG
1040
Pinnacle Advisory Group
Maryland
$309K +$27.1K +302 +10%
ST
1041
Spinnaker Trust
Maine
$307K – – –
JAFL
1042
Jay A. Fishman Ltd
Michigan
$306K – – –
EAM
1043
Evanson Asset Management
California
$305K +$305K +3,386 New
HDIM
1044
Hanson & Doremus Investment Management
Vermont
$302K – – –
BHTS
1045
Bar Harbor Trust Services
Maine
$300K – – –
CG
1046
Clinton Group
New York
$299K +$299K +3,319 New
RCM
1047
Rotella Capital Management
Washington
$297K -$110K -1,222 -27%
FNBOH
1048
First National Bank of Hutchinson
Kansas
$297K – – –
CFA
1049
Carroll Financial Associates
North Carolina
$295K +$48.1K +535 +19%
PP
1050
Palladium Partners
Virginia
$293K -$9.02K -100 -3%
40 41
42
43 44