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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
$142M
2
Morgan Stanley
Morgan Stanley
New York
$510M
3
Millennium Management
Millennium Management
New York
$114M
4
LPU
Lansdowne Partners (UK)
United Kingdom
$168M
5
CA
Commerzbank Aktiengesellschaft
Germany
$131M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.96B
2
Norges Bank
Norges Bank
Norway
$692M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.47B
4
Wells Fargo
Wells Fargo
California
$737M
5
MAM
Magellan Asset Management
Australia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1126
Alpha Windward
Massachusetts
$203K -$10.1K -115 -5%
HH
1127
Hilltop Holdings
Texas
$203K -$4.83K -55 -2%
1IA
1128
1834 Investment Advisors
Wisconsin
$200K – – –
CGT
1129
Capital Guardian Trust
California
$196K +$140K +1,598 +251%
SLA
1130
Silver Lake Advisory
Utah
$195K +$351 +4 +0.2%
MIAN
1131
Mariner Independent Advisor Network
Kansas
$193K +$1.14K +13 +0.6%
JIM
1132
Jupiter Investment Management
United Kingdom
$192K +$192K +2,200 New
VNB
1133
Valley National Bancorp
New York
$188K – – –
SAM
1134
Shamrock Asset Management
Texas
$181K – – –
HRIA
1135
Haberer Registered Investment Advisor
Ohio
$180K – – –
BBPWM
1136
Blue Bell Private Wealth Management
Pennsylvania
$179K – – –
NES
1137
New England Securities
New York
$179K +$27.9K +318 +18%
CFA
1138
Carroll Financial Associates
North Carolina
$178K -$136K -1,486 -43%
NC
1139
Nicholas Company
Wisconsin
$175K – – –
HP
1140
Hikari Power
Japan
$175K – – –
FWM
1141
Focused Wealth Management
New York
$169K +$175 +2 +0.1%
LWM
1142
Lenox Wealth Management
Ohio
$165K -$2.36K -27 -1%
WEC
1143
Winslow Evans & Crocker
Massachusetts
$160K +$14.8K +169 +10%
RI
1144
Redwood Investments
Massachusetts
$149K – – –
HF
1145
Hoxton Financial
West Virginia
$146K +$1.84K +21 +1%
FANJ
1146
Financial Architects (New Jersey)
New Jersey
$143K +$7.88K +90 +6%
BAM
1147
Brave Asset Management
New Jersey
$140K – – –
SFPIA
1148
Stevens First Principles Investment Advisors
California
$140K +$140K +1,600 New
Manulife (Manufacturers Life Insurance)
1149
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$140K -$1.6K -18,249 -1%
GSC
1150
Ground Swell Capital
South Carolina
$133K +$133K +1,518 New
44 45
46
47 48