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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 %
VIA
1051
Vantage Investment Advisors
Pennsylvania
$285K +$250K +2,630 +703%
SGAM
1052
Steinberg Global Asset Management
Florida
$284K +$2.47K +26 +0.9%
W
1053
Wealthfront
California
$279K +$35.9K +375 +15%
BIM
1054
Bridges Investment Management
Nebraska
$279K +$279K +2,950 New
CA
1055
Capital Advantage
California
$278K +$278K +2,929 New
BO
1056
Bank OZK
Arkansas
$276K -$9.49K -100 -3%
MAA
1057
Mraz Amerine & Associates
California
$276K – – –
TSWM
1058
Triangle Securities Wealth Management
North Carolina
$273K +$273K +2,876 New
HWA
1059
Heritage Wealth Advisors
Virginia
$271K – – –
LCOV
1060
London Company of Virginia
Virginia
$271K +$271K +2,852 New
PCM
1061
Parsons Capital Management
Rhode Island
$270K -$4.74K -50 -2%
HDIM
1062
Hanson & Doremus Investment Management
Vermont
$269K -$49.9K -525 -16%
MA
1063
Montag & Associates
Georgia
$268K – – –
GKIM
1064
GW&K Investment Management
Massachusetts
$265K – – –
FA
1065
Fagan Associates
New York
$265K – – –
MCM
1066
MAI Capital Management
Ohio
$263K -$1.9K -20 -0.7%
LG
1067
Laidlaw Group
New York
$263K – – –
WG
1068
Welch Group
Alabama
$262K +$7.11K +75 +3%
OA
1069
Oxbow Advisors
Texas
$260K -$38K -400 -13%
Capstone Investment Advisors
1070
Capstone Investment Advisors
New York
$259K +$259K +2,740 New
SAS
1071
Spectrum Advisory Services
Georgia
$257K – – –
MG
1072
MDE Group
New Jersey
$256K -$83.8K -883 -25%
BONST
1073
Bank of Nova Scotia Trust
Ontario, Canada
$255K +$11.9K +125 +5%
SFI
1074
SPC Financial Inc
Maryland
$252K – – –
KTC
1075
Kistler-Tiffany Companies
Pennsylvania
$250K – – –
41 42
43
44 45