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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 %
BA
1051
Boston Advisors
Massachusetts
$293K +$31.6K +350 +12%
CCA
1052
Checchi Capital Advisers
California
$293K +$74.3K +826 +34%
PHAM
1053
Palisades Hudson Asset Management
Florida
$288K – – –
NIM
1054
NuWave Investment Management
New Jersey
$288K +$284K +3,157 +7,016%
1GA
1055
1st Global Advisors
Texas
$285K -$6.13K -68 -2%
OA
1056
Oxbow Advisors
Texas
$283K – – –
CYG
1057
Clean Yield Group
Vermont
$282K -$43.1K -479 -13%
FHA
1058
First Horizon Advisors
Tennessee
$279K -$360 -4 -0.1%
SI
1059
SII Investments
Wisconsin
$276K -$2.19K -25 -0.8%
RIL
1060
Rothschild Investment LLC
Illinois
$276K – – –
VFS
1061
VSR Financial Services
Kansas
$276K +$30.6K +340 +12%
BCM
1062
BTR Capital Management
California
$275K – – –
TCM
1063
TD Capital Management
Tennessee
$274K – – –
MAM
1064
Marquette Asset Management
Minnesota
$272K -$11.3K -125 -4%
BO
1065
Bank OZK
Arkansas
$271K +$271K +3,009 New
ICOA
1066
Investment Centers of America
North Dakota
$271K +$271K +3,588 New
VCM
1067
Violich Capital Management
California
$270K – – –
MIP
1068
Marietta Investment Partners
Wisconsin
$270K – – –
SGAM
1069
Steinberg Global Asset Management
Florida
$267K – – –
MAA
1070
Mraz Amerine & Associates
California
$262K +$1.98K +22 +0.8%
Mariner
1071
Mariner
Kansas
$261K -$486K -5,406 -65%
PCM
1072
Parsons Capital Management
Rhode Island
$261K – – –
HH
1073
Hilltop Holdings
Texas
$259K -$8K -89 -3%
AP
1074
Appleton Partners
Massachusetts
$258K -$3.51K -39 -1%
HWA
1075
Heritage Wealth Advisors
Virginia
$257K – – –
41 42
43
44 45