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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 %
EVM
1051
Evelyn V. Moreno
$306K -$43.7K -500 -13%
GCIA
1052
Gabelli & Co Investment Advisers
New York
$306K – – –
BOS
1053
Bingham Osborn & Scarborough
California
$305K – – –
MWR
1054
McAdams Wright Ragen
Washington
$303K -$13.5K -154 -4%
BONST
1055
Bank of Nova Scotia Trust
Ontario, Canada
$298K +$63.9K +730 +27%
JAFL
1056
Jay A. Fishman Ltd
Michigan
$298K – – –
PAG
1057
Pinnacle Advisory Group
Maryland
$297K – – –
EAM
1058
Evanson Asset Management
California
$296K – – –
BHTS
1059
Bar Harbor Trust Services
Maine
$291K – – –
AP
1060
Appleton Partners
Massachusetts
$291K +$99.9K +1,142 +52%
SFG
1061
SNS Financial Group
Minnesota
$290K – – –
MHS
1062
M Holdings Securities
Oregon
$290K +$1.23K +14 +0.4%
FNBOH
1063
First National Bank of Hutchinson
Kansas
$289K – – –
M
1064
MOTCO
Texas
$288K -$3.77K -43 -1%
MAA
1065
Mraz Amerine & Associates
California
$287K +$32.4K +370 +13%
LNB
1066
Ledyard National Bank
$287K +$86.7K +990 +43%
EM
1067
Excalibur Management
Massachusetts
$287K +$287K +3,275 New
AI
1068
Accredited Investors
Minnesota
$284K -$17.7K -202 -6%
RIL
1069
Rothschild Investment LLC
Illinois
$284K +$12.6K +144 +5%
SLG
1070
Stanley-Laman Group
Pennsylvania
$283K – – –
CBN
1071
Cadence Bank NA
Texas
$279K – – –
DTL
1072
Dynamic Technology Lab
Singapore
$279K +$279K +3,188 New
PCM
1073
Parsons Capital Management
Rhode Island
$278K +$28.5K +325 +11%
CIC
1074
Cornercap Investment Counsel
Georgia
$276K +$276K +3,154 New
PP
1075
Palladium Partners
Virginia
$274K -$1.75K -20 -0.6%
41 42
43
44 45