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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 %
PTB
1076
Pioneer Trust Bank
Oregon
$272K +$43.9K +500 +19%
LCOV
1077
London Company of Virginia
Virginia
$271K +$21K +240 +8%
FFBTD
1078
First Financial Bank - Trust Division
Ohio
$268K +$1.14K +13 +0.4%
BCM
1079
BTR Capital Management
California
$267K – – –
TCM
1080
TD Capital Management
Tennessee
$266K – – –
MAM
1081
Marquette Asset Management
Minnesota
$264K – – –
VCM
1082
Violich Capital Management
California
$263K – – –
MIP
1083
Marietta Investment Partners
Wisconsin
$263K – – –
SGAM
1084
Steinberg Global Asset Management
Florida
$262K – – –
BAAM
1085
Baker Avenue Asset Management
California
$260K -$5.08K -58 -2%
CWP
1086
Capital Wealth Planning
Florida
$255K +$255K +2,911 New
VIA
1087
Vantage Investment Advisors
Pennsylvania
$254K -$8.75K -100 -3%
TSWM
1088
Triangle Securities Wealth Management
North Carolina
$252K – – –
BO
1089
Bank OZK
Arkansas
$249K -$5.69K -65 -2%
HDIM
1090
Hanson & Doremus Investment Management
Vermont
$248K – – –
UR
1091
USCA RIA
Texas
$246K +$45.8K +523 +23%
MFBTD
1092
MB Financial Bank - Trust Department
Illinois
$246K +$123K +1,352 +100%
GKIM
1093
GW&K Investment Management
Massachusetts
$245K – – –
KTC
1094
Kistler-Tiffany Companies
Pennsylvania
$244K +$13.1K +150 +6%
OA
1095
Oxbow Advisors
Texas
$240K – – –
RC
1096
RegentAtlantic Capital
New Jersey
$240K +$9.91K +113 +4%
OSAM
1097
O'Shaughnessy Asset Management
Connecticut
$239K -$171K -1,953 -42%
CA
1098
Capital Advantage
California
$239K -$17.5K -200 -7%
WG
1099
Welch Group
Alabama
$238K -$4.12K -47 -2%
SFI
1100
SPC Financial Inc
Maryland
$233K – – –
42 43
44
45 46