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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 %
VAM
1076
Visium Asset Management
New York
$356K +$356K +3,823 New
IAS
1077
IMA Advisory Services
Colorado
$354K – – –
CA
1078
Cambridge Advisors
Nebraska
$354K +$354K +3,810 New
BCMO
1079
Buckingham Capital Management (Ohio)
Ohio
$352K +$2.79K +30 +0.8%
GW
1080
GW & Wade
Massachusetts
$352K +$352K +3,784 New
HHGA
1081
Halbert Hargrove Global Advisors
California
$346K -$5.95K -64 -2%
GVT
1082
Genesee Valley Trust
New York
$343K +$343K +3,691 New
GIM
1083
Greylin Investment Management
Virginia
$342K – – –
CPA
1084
Capital Planning Advisors
California
$336K +$336K +3,608 New
AAM
1085
Aureus Asset Management
Massachusetts
$336K +$336K +3,610 New
TSW
1086
Thompson Siegel & Walmsley
Virginia
$334K -$9.31K -100 -3%
GHAM
1087
Gilman Hill Asset Management
Connecticut
$332K -$93 -1 -0%
SIC
1088
Salem Investment Counselors
North Carolina
$330K – – –
DAS
1089
Dynamic Advisor Solutions
Arizona
$330K +$330K +3,552 New
FNBOH
1090
First National Bank of Hutchinson
Kansas
$327K +$20K +215 +7%
GCIA
1091
Gabelli & Co Investment Advisers
New York
$326K – – –
EA
1092
Emerald Advisers
Pennsylvania
$326K – – –
EVM
1093
Evelyn V. Moreno
$326K – – –
BOS
1094
Bingham Osborn & Scarborough
California
$325K +$93 +1 +0%
BHIA
1095
Birch Hill Investment Advisors
Massachusetts
$323K -$10.2K -110 -3%
JAFL
1096
Jay A. Fishman Ltd
Michigan
$319K +$2.33K +25 +0.7%
CBN
1097
Cadence Bank NA
Texas
$318K +$21K +225 +7%
ST
1098
Spinnaker Trust
Maine
$317K -$53.5K -575 -14%
NCM
1099
Neumann Capital Management
California
$316K +$316K +3,400 New
FNBOO
1100
First National Bank of Omaha
Nebraska
$315K -$32.6K -350 -9%
42 43
44
45 46