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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 %
RAM
1026
RWC Asset Management
United Kingdom
$429K -$26.4K -284 -6%
CD
1027
Carl Domino
Florida
$429K – – –
BST
1028
Bath Savings Trust
Maine
$426K -$6.97K -75 -2%
TIA
1029
Tiemann Investment Advisors
California
$424K -$33K -354 -7%
TL
1030
Tirschwell & Loewy
New York
$423K – – –
LJHT
1031
Laurie J. Hall Trustee
$422K – – –
GCMG
1032
Gyroscope Capital Management Group
Florida
$422K +$422K +4,535 New
BP
1033
Ballentine Partners
Massachusetts
$420K -$2.7K -29 -0.6%
LCM
1034
Liberty Capital Management
Michigan
$419K – – –
SBH
1035
Segall Bryant & Hamill
Illinois
$419K – – –
JC
1036
Jacobs & Co
California
$416K +$27.9K +300 +7%
FAAS
1037
First Allied Advisory Services
California
$414K +$9.3K +100 +2%
TWA
1038
TCI Wealth Advisors
Arizona
$414K +$41.9K +450 +11%
ACM
1039
Azimuth Capital Management
Michigan
$410K +$27.9K +300 +7%
WC
1040
Whitnell & Co
Illinois
$409K -$37.2K -400 -8%
MPM
1041
Meritage Portfolio Management
Kansas
$407K -$57.5K -617 -12%
PTC
1042
Philadelphia Trust Company
Pennsylvania
$407K +$407K +4,373 New
NL
1043
NWAM LLC
Washington
$405K -$136K -1,462 -25%
TTWM
1044
TCV Trust & Wealth Management
Virginia
$405K – – –
SPC
1045
Stewart & Patten Company
California
$400K – – –
CTA
1046
Chesley Taft & Associates
Illinois
$399K +$279 +3 +0.1%
MAM
1047
Mizuho Asset Management
Japan
$398K -$4.12M -44,248 -91%
PHAM
1048
Palisades Hudson Asset Management
Florida
$398K -$8.94K -96 -2%
TBA
1049
Train Babcock Advisors
New York
$395K – – –
TCB
1050
Texas Capital Bancshares
Texas
$393K +$393K +4,224 New
40 41
42
43 44