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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
$1.49B
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.33B
3
IIS
Ignis Investment Services
United Kingdom
$544M
4
FAM
Fred Alger Management
New York
$232M
5
AAM
Aberdeen Asset Management
United Kingdom
$175M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$0
2
DSA
Davis Selected Advisers
Arizona
$2.43B
3
LBG
Lloyds Banking Group
United Kingdom
$1.08M
4
Credit Agricole
Credit Agricole
France
$49.5M
5
Wells Fargo
Wells Fargo
California
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
NES
1126
New England Securities
New York
$163K +$26.1K +276 +19%
RI
1127
Redwood Investments
Massachusetts
$161K – – –
WEC
1128
Winslow Evans & Crocker
Massachusetts
$158K – – –
HF
1129
Hoxton Financial
West Virginia
$156K – – –
NSIM
1130
North Star Investment Management
Illinois
$156K +$59.1K +622 +61%
BAM
1131
Brave Asset Management
New Jersey
$152K – – –
FANJ
1132
Financial Architects (New Jersey)
New Jersey
$146K +$146K +1,543 New
VIM
1133
Veritas Investment Management
United Kingdom
$142K – – –
BCM
1134
Blume Capital Management
California
$142K – – –
EWM
1135
Edge Wealth Management
New York
$141K -$23.6K -250 -14%
MBE
1136
Michael B. Elefante
$140K – – –
CHC
1137
City Holding Co
West Virginia
$131K +$45.1K +513 +53%
MFBTD
1138
MB Financial Bank - Trust Department
Illinois
$128K +$128K +1,352 New
IC
1139
IKOS CIF
Cyprus
$122K -$636K -6,771 -84%
KLWA
1140
Kelly Lawrence W & Associates
California
$114K – – –
CA
1141
CapWealth Advisors
Tennessee
$114K – – –
HCM
1142
Highlander Capital Management
New Jersey
$114K – – –
CAL
1143
Capital Analysts LLC
Pennsylvania
$111K +$21.4K +225 +24%
DAM
1144
Delta Asset Management
Tennessee
$111K – – –
GAM
1145
Gemmer Asset Management
California
$106K +$1.04K +11 +1%
SFSIG
1146
San Francisco Sentry Investment Group
California
$105K -$6.15K -65 -6%
PMFA
1147
Plante Moran Financial Advisors
Michigan
$105K +$18.3K +192 +21%
QT
1148
Quantbot Technologies
New York
$101K -$3.16M -33,528 -97%
HCP
1149
Holt Capital Partners
Texas
$100K – – –
TCCM
1150
Timber Creek Capital Management
Massachusetts
$92K – – –
44 45
46
47 48