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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 %
HRIA
1126
Haberer Registered Investment Advisor
Ohio
$185K – – –
BBPWM
1127
Blue Bell Private Wealth Management
Pennsylvania
$184K +$90 +1 +0%
FWM
1128
Focused Wealth Management
New York
$174K -$160K -1,773 -48%
LNB
1129
Ledyard National Bank
$166K +$17.2K +190 +12%
EWM
1130
Edge Wealth Management
New York
$157K – – –
RI
1131
Redwood Investments
Massachusetts
$153K – – –
WEC
1132
Winslow Evans & Crocker
Massachusetts
$150K – – –
IRS
1133
Invictus RG (Singapore)
Singapore
$149K +$105K +1,172 +242%
HF
1134
Hoxton Financial
West Virginia
$148K -$15.2K -169 -9%
BAM
1135
Brave Asset Management
New Jersey
$144K – – –
RFS
1136
Rockefeller Financial Services
New York
$144K +$144K +1,605 New
S
1137
SignatureFD
Georgia
$142K – – –
VIM
1138
Veritas Investment Management
United Kingdom
$135K – – –
BCM
1139
Blume Capital Management
California
$135K – – –
MBE
1140
Michael B. Elefante
$133K – – –
Manulife (Manufacturers Life Insurance)
1141
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$131K +$2.39K +26,591 +2%
NES
1142
New England Securities
New York
$130K -$49K -545 -27%
RFA
1143
Reilly Financial Advisors
California
$123K +$81.9K +910 +200%
HCM
1144
Highlander Capital Management
New Jersey
$108K – – –
CA
1145
CapWealth Advisors
Tennessee
$108K – – –
KLWA
1146
Kelly Lawrence W & Associates
California
$108K – – –
SFSIG
1147
San Francisco Sentry Investment Group
California
$106K -$1.99K -22 -2%
DAM
1148
Delta Asset Management
Tennessee
$105K -$6.57K -73 -6%
CFS
1149
Community Financial System
New York
$99K – – –
GAM
1150
Gemmer Asset Management
California
$99K +$99K +1,106 New
44 45
46
47 48