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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
1101
Carnegie Investment Counsel
Ohio
$221K +$221K +2,325 New
1IA
1102
1834 Investment Advisors
Wisconsin
$217K – – –
LNB
1103
Ledyard National Bank
$217K +$42.7K +450 +24%
UR
1104
USCA RIA
Texas
$217K +$217K +2,286 New
I
1105
IberiaBank
Louisiana
$215K +$215K +2,268 New
MPIA
1106
Mountain Pacific Investment Advisers
Idaho
$212K – – –
CCM
1107
Compass Capital Management
Minnesota
$209K +$209K +2,200 New
MIAN
1108
Mariner Independent Advisor Network
Kansas
$208K +$208K +2,194 New
CL
1109
CPWM LLC
Washington
$208K +$208K +2,197 New
AP
1110
Appleton Partners
Massachusetts
$207K -$64.9K -685 -24%
SLA
1111
Silver Lake Advisory
Utah
$207K -$10.7K -115 -5%
BRA
1112
Bender Robert & Associates
California
$207K +$207K +2,180 New
GIM
1113
Greystone Investment Management
Ohio
$207K +$207K +2,185 New
VNB
1114
Valley National Bancorp
New York
$204K – – –
CCA
1115
Cobblestone Capital Advisors
New York
$204K +$204K +2,153 New
EFSCE
1116
Enterprise Financial Services Corp (EFSC)
Missouri
$203K -$4.73K -50 -2%
Verition Fund Management
1117
Verition Fund Management
Connecticut
$202K -$686K -7,219 -77%
SAM
1118
Shamrock Asset Management
Texas
$196K -$6.91K -73 -3%
HRIA
1119
Haberer Registered Investment Advisor
Ohio
$195K – – –
BBPWM
1120
Blue Bell Private Wealth Management
Pennsylvania
$193K – – –
HP
1121
Hikari Power
Japan
$190K – – –
NC
1122
Nicholas Company
Wisconsin
$189K +$189K +2,000 New
FWM
1123
Focused Wealth Management
New York
$183K +$95 +1 +0.1%
LWM
1124
Lenox Wealth Management
Ohio
$181K -$30.3K -320 -14%
RFS
1125
Rockefeller Financial Services
New York
$163K +$10.6K +112 +7%
43 44
45
46 47