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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 %
ZAM
1051
Zevin Asset Management
Massachusetts
$392K -$30.2K -325 -7%
CFA
1052
Cahill Financial Advisors
Minnesota
$392K +$12.6K +135 +3%
GA
1053
Geneva Advisors
Illinois
$390K -$49.5K -532 -11%
SIM
1054
SSI Investment Management
California
$390K – – –
VDBMI
1055
Van Den Berg Management I
Texas
$388K – – –
FNBTCON
1056
First National Bank & Trust Co of Newtown
Pennsylvania
$386K – – –
RT
1057
Reliance Trust
Georgia
$386K +$15.4K +166 +4%
CYG
1058
Clean Yield Group
Vermont
$385K – – –
CCM
1059
Chilton Capital Management
Texas
$384K – – –
SFU
1060
Stonehage Fleming (UK)
United Kingdom
$383K – – –
WA
1061
Wheatland Advisors
Pennsylvania
$381K – – –
ACA
1062
Anchor Capital Advisors
Massachusetts
$377K – – –
QSS
1063
Quantitative Systematic Strategies
Florida
$377K +$377K +4,003 New
CLOS
1064
Compagnie Lombard Odier SCmA
Switzerland
$376K -$885K -9,514 -70%
FWM
1065
Frontier Wealth Management
Missouri
$372K +$372K +4,000 New
CCMG
1066
Clark Capital Management Group
Pennsylvania
$371K -$25.7K -276 -6%
LA
1067
LVW Advisors
New York
$371K +$371K +3,987 New
PAM
1068
Princeton Alpha Management
New Jersey
$369K -$918K -9,874 -71%
WPC
1069
Waters Parkerson & Co
Louisiana
$366K +$11.7K +126 +3%
HAIM
1070
Hunter Associates Investment Management
Pennsylvania
$365K – – –
EAM
1071
Evanson Asset Management
California
$362K +$46.6K +500 +15%
MCC
1072
Mid Continent Capital
Illinois
$361K +$22K +237 +7%
MCWS
1073
McKinley Carter Wealth Services
West Virginia
$358K +$358K +3,847 New
MWAC
1074
Mariner Wealth Advisors (Cincinnati)
Ohio
$357K -$22K -236 -6%
SAM
1075
SignalPoint Asset Management
Missouri
$356K +$27.9K +300 +9%
41 42
43
44 45