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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 %
RC
1076
RegentAtlantic Capital
New Jersey
$257K +$9.19K +102 +4%
MA
1077
Montag & Associates
Georgia
$254K – – –
SLG
1078
Stanley-Laman Group
Pennsylvania
$254K +$254K +2,821 New
HIM
1079
Hillsdale Investment Management
Ontario, Canada
$252K – – –
GKIM
1080
GW&K Investment Management
Massachusetts
$252K – – –
MCM
1081
MAI Capital Management
Ohio
$252K +$27.7K +307 +12%
FA
1082
Fagan Associates
New York
$252K +$252K +2,794 New
LG
1083
Laidlaw Group
New York
$249K -$70.1K -780 -22%
DTL
1084
Dynamic Technology Lab
Singapore
$247K +$247K +2,743 New
Jane Street
1085
Jane Street
New York
$245K -$555K -6,180 -69%
IPC
1086
Independent Portfolio Consultants
Florida
$245K -$29.2K -325 -11%
SAS
1087
Spectrum Advisory Services
Georgia
$244K -$9.02K -100 -4%
WG
1088
Welch Group
Alabama
$242K -$8.82K -98 -4%
SCG
1089
Strategic Capital Group
Washington
$241K +$241K +2,680 New
HSA
1090
HBK Sorce Advisory
Pennsylvania
$240K +$23K +256 +11%
SFI
1091
SPC Financial Inc
Maryland
$239K – – –
BCAM
1092
Boston Common Asset Management
Massachusetts
$238K -$10.8K -120 -4%
GHAM
1093
Gilman Hill Asset Management
Connecticut
$238K +$238K +2,647 New
KTC
1094
Kistler-Tiffany Companies
Pennsylvania
$237K -$12.9K -144 -5%
SIM
1095
SSI Investment Management
California
$236K -$267K -2,952 -53%
SCM
1096
Sterling Capital Management
North Carolina
$235K -$3.01M -33,445 -93%
VCAM
1097
Van Cleef Asset Management
Ohio
$235K – – –
AB
1098
AT Bancorp
Iowa
$235K – – –
PTB
1099
Pioneer Trust Bank
Oregon
$234K – – –
W
1100
Wealthfront
California
$232K +$232K +2,540 New
42 43
44
45 46