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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 %
SAS
1101
Spectrum Advisory Services
Georgia
$232K -$4.37K -50 -2%
HWA
1102
Heritage Wealth Advisors
Virginia
$223K -$26.2K -300 -11%
BCM
1103
Buckhead Capital Management
Georgia
$223K – – –
FC
1104
Forte Capital
New York
$222K +$222K +2,531 New
AB
1105
AT Bancorp
Iowa
$221K -$175 -2 -0.1%
NPIT
1106
National Penn Investors Trust
Pennsylvania
$221K +$6.99K +80 +3%
FA
1107
Fagan Associates
New York
$219K -$25.8K -294 -11%
EP
1108
Elkhorn Partners
Nebraska
$219K – – –
DAM
1109
Doheny Asset Management
California
$219K – – –
HIM
1110
Harbour Investment Management
Washington
$219K – – –
RP
1111
Reinhart Partners
Wisconsin
$219K – – –
NIM
1112
NuWave Investment Management
New Jersey
$217K -$114K -1,309 -35%
TYCC
1113
Texas Yale Capital Corp
Florida
$215K +$215K +2,456 New
VCAM
1114
Van Cleef Asset Management
Ohio
$212K -$59.4K -680 -22%
CASB
1115
Cape Ann Savings Bank
Massachusetts
$211K – – –
FCB
1116
First Citizens Bancorporation
South Carolina
$210K – – –
CCM
1117
CWH Capital Management
Washington
$210K – – –
HVIA
1118
Hudson Valley Investment Advisors
New York
$209K +$209K +2,392 New
EWM
1119
Endurance Wealth Management
Rhode Island
$208K -$270K -3,089 -56%
LG
1120
Laidlaw Group
New York
$208K -$35.1K -400 -14%
CAM
1121
Chesapeake Asset Management
New York
$207K – – –
HC
1122
Highmount Capital
New York
$205K -$251K -2,875 -55%
CCMD
1123
Cypress Capital Management (Delaware)
Delaware
$205K – – –
ZF
1124
Zhang Financial
Michigan
$205K +$205K +2,345 New
CPSAC
1125
Chas P. Smith & Associates (CPS)
Florida
$204K +$204K +2,332 New
43 44
45
46 47