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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 %
CFA
1026
Carroll Financial Associates
North Carolina
$325K +$14.2K +150 +5%
ST
1027
Spinnaker Trust
Maine
$323K – – –
JAFL
1028
Jay A. Fishman Ltd
Michigan
$323K – – –
PAG
1029
Pinnacle Advisory Group
Maryland
$322K -$4.27K -45 -1%
EAM
1030
Evanson Asset Management
California
$321K – – –
BHTS
1031
Bar Harbor Trust Services
Maine
$316K – – –
M
1032
MOTCO
Texas
$315K -$18.8K -198 -6%
SFG
1033
SNS Financial Group
Minnesota
$314K +$314K +3,311 New
FNBOH
1034
First National Bank of Hutchinson
Kansas
$313K – – –
MHS
1035
M Holdings Securities
Oregon
$313K +$313K +3,297 New
SLG
1036
Stanley-Laman Group
Pennsylvania
$306K +$38.7K +409 +14%
PHAM
1037
Palisades Hudson Asset Management
Florida
$303K – – –
CBN
1038
Cadence Bank NA
Texas
$302K +$302K +3,186 New
PP
1039
Palladium Partners
Virginia
$299K -$9.49K -100 -3%
DT
1040
Diversified Trust
Tennessee
$298K +$298K +3,136 New
VCAM
1041
Van Cleef Asset Management
Ohio
$295K +$47.5K +500 +19%
RIL
1042
Rothschild Investment LLC
Illinois
$294K +$3.79K +40 +1%
FFBTD
1043
First Financial Bank - Trust Division
Ohio
$290K -$69.4K -730 -19%
BCM
1044
BTR Capital Management
California
$290K – – –
1GA
1045
1st Global Advisors
Texas
$288K -$11.7K -123 -4%
TCM
1046
TD Capital Management
Tennessee
$288K – – –
BAAM
1047
Baker Avenue Asset Management
California
$287K +$287K +3,028 New
MAM
1048
Marquette Asset Management
Minnesota
$286K – – –
VCM
1049
Violich Capital Management
California
$285K – – –
MIP
1050
Marietta Investment Partners
Wisconsin
$285K – – –
40 41
42
43 44