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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 %
BCM
1101
Buckhead Capital Management
Georgia
$230K – – –
BONST
1102
Bank of Nova Scotia Trust
Ontario, Canada
$229K +$26.9K +299 +13%
BGAM
1103
Boussard & Gavaudan Asset Management
United Kingdom
$226K -$22.4K -247 -9%
SEC
1104
Seven Eight Capital
New York
$226K +$225K +2,500 +16,667%
EP
1105
Elkhorn Partners
Nebraska
$225K -$36K -400 -14%
RP
1106
Reinhart Partners
Wisconsin
$225K – – –
HIM
1107
Harbour Investment Management
Washington
$225K – – –
PBT
1108
Pictet Bank & Trust
Bahamas
$225K – – –
DAM
1109
Doheny Asset Management
California
$225K – – –
AW
1110
Alpha Windward
Massachusetts
$224K -$20.8K -232 -9%
FCB
1111
First Citizens Bancorporation
South Carolina
$222K +$4.49K +50 +2%
BIA
1112
Biondo Investment Advisors
Pennsylvania
$218K – – –
CASB
1113
Cape Ann Savings Bank
Massachusetts
$217K – – –
CCM
1114
CWH Capital Management
Washington
$216K +$216K +2,395 New
CAM
1115
Chesapeake Asset Management
New York
$213K – – –
AA
1116
Ancora Advisors
Ohio
$212K – – –
SLA
1117
Silver Lake Advisory
Utah
$210K -$10.3K -114 -5%
CIP
1118
Convergence Investment Partners
Florida
$209K +$4.76K +53 +2%
1IA
1119
1834 Investment Advisors
Wisconsin
$206K – – –
NPIT
1120
National Penn Investors Trust
Pennsylvania
$202K -$12.6K -140 -6%
LWM
1121
Lenox Wealth Management
Ohio
$201K -$346K -3,839 -63%
MPIA
1122
Mountain Pacific Investment Advisers
Idaho
$201K – – –
EFSCE
1123
Enterprise Financial Services Corp (EFSC)
Missouri
$198K +$2.34K +26 +1%
VNB
1124
Valley National Bancorp
New York
$194K – – –
SAM
1125
Shamrock Asset Management
Texas
$193K +$193K +2,143 New
43 44
45
46 47