AXP icon

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 %
HB
1026
Homrich & Berg
Georgia
$355K +$13.7K +156 +4%
TWA
1027
TCI Wealth Advisors
Arizona
$350K – – –
RT
1028
Reliance Trust
Georgia
$349K – – –
ST
1029
Spinnaker Trust
Maine
$349K +$50.4K +575 +17%
HAIM
1030
Hunter Associates Investment Management
Pennsylvania
$343K – – –
HCM
1031
Hodges Capital Management
Texas
$334K -$26.4K -301 -7%
WPC
1032
Waters Parkerson & Co
Louisiana
$333K – – –
IAS
1033
IMA Advisory Services
Colorado
$333K – – –
HHGA
1034
Halbert Hargrove Global Advisors
California
$331K +$331K +3,785 New
WIS
1035
Wright Investors Service
Connecticut
$330K -$66.2K -755 -17%
FHA
1036
First Horizon Advisors
Tennessee
$330K -$4.02K -46 -1%
BCMO
1037
Buckingham Capital Management (Ohio)
Ohio
$329K – – –
FNBOO
1038
First National Bank of Omaha
Nebraska
$326K – – –
S
1039
SignatureFD
Georgia
$325K -$700 -8 -0.2%
TSW
1040
Thompson Siegel & Walmsley
Virginia
$323K -$4.82K -55 -1%
GIM
1041
Greylin Investment Management
Virginia
$322K – – –
MCC
1042
Mid Continent Capital
Illinois
$319K – – –
SAMC
1043
Shinko Asset Management Company
Japan
$315K -$17.5K -200 -5%
BHIA
1044
Birch Hill Investment Advisors
Massachusetts
$314K +$9.64K +110 +3%
W
1045
Wealthfront
California
$314K +$59.1K +676 +23%
GHAM
1046
Gilman Hill Asset Management
Connecticut
$313K – – –
SIC
1047
Salem Investment Counselors
North Carolina
$310K – – –
SAM
1048
SignalPoint Asset Management
Missouri
$309K – – –
MCM
1049
MAI Capital Management
Ohio
$308K +$64.9K +741 +27%
EA
1050
Emerald Advisers
Pennsylvania
$306K -$103K -1,173 -25%
40 41
42
43 44