AXP icon

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 %
PTB
1101
Pioneer Trust Bank
Oregon
$312K +$23.3K +250 +8%
PAG
1102
Pinnacle Advisory Group
Maryland
$311K -$5.02K -54 -2%
AP
1103
Appleton Partners
Massachusetts
$310K – – –
BHTS
1104
Bar Harbor Trust Services
Maine
$310K – – –
BFA
1105
Benedict Financial Advisors
Georgia
$309K +$309K +3,636 New
HCM
1106
Hodges Capital Management
Texas
$308K -$46.7K -502 -13%
MCM
1107
MAI Capital Management
Ohio
$308K -$18.6K -200 -6%
SFG
1108
SNS Financial Group
Minnesota
$308K – – –
Koshinski Asset Management
1109
Koshinski Asset Management
Illinois
$307K +$307K +3,302 New
MAA
1110
Mraz Amerine & Associates
California
$305K – – –
AI
1111
Accredited Investors
Minnesota
$303K +$652 +7 +0.2%
RIL
1112
Rothschild Investment LLC
Illinois
$302K – – –
BCM
1113
Bluefin Capital Management
New York
$300K -$1.12M -12,022 -79%
CG
1114
Caprock Group
Idaho
$299K +$299K +3,214 New
SAMC
1115
Shinko Asset Management Company
Japan
$298K -$37.2K -400 -11%
PCM
1116
Parsons Capital Management
Rhode Island
$298K +$2.79K +30 +0.9%
W
1117
Wealthquest
Ohio
$297K +$297K +3,190 New
DT
1118
Diversified Trust
Tennessee
$292K +$292K +3,136 New
PP
1119
Palladium Partners
Virginia
$288K -$2.79K -30 -1%
BFEC
1120
Benjamin F. Edwards & Company
Missouri
$286K -$341K -3,674 -54%
BCM
1121
BTR Capital Management
California
$284K – – –
TCM
1122
TD Capital Management
Tennessee
$283K – – –
S
1123
SignatureFD
Georgia
$281K -$64K -689 -19%
MAM
1124
Marquette Asset Management
Minnesota
$281K – – –
VCM
1125
Violich Capital Management
California
$279K – – –
43 44
45
46 47