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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 %
MIP
1126
Marietta Investment Partners
Wisconsin
$279K – – –
UR
1127
USCA RIA
Texas
$279K +$17.7K +190 +7%
LCOV
1128
London Company of Virginia
Virginia
$277K -$10.7K -115 -4%
FANJ
1129
Financial Architects (New Jersey)
New Jersey
$275K +$123K +1,324 +81%
ZF
1130
Zhang Financial
Michigan
$274K +$55.5K +595 +25%
CWP
1131
Capital Wealth Planning
Florida
$271K – – –
TSWM
1132
Triangle Securities Wealth Management
North Carolina
$268K – – –
RC
1133
RegentAtlantic Capital
New Jersey
$268K +$13.1K +141 +5%
FFBTD
1134
First Financial Bank - Trust Division
Ohio
$267K -$18.6K -200 -7%
HWA
1135
Heritage Wealth Advisors
Virginia
$265K +$27.9K +300 +12%
BONST
1136
Bank of Nova Scotia Trust
Ontario, Canada
$264K -$53K -569 -17%
VF
1137
Virtu Financial
New York
$264K +$264K +2,835 New
HDIM
1138
Hanson & Doremus Investment Management
Vermont
$263K – – –
WG
1139
Welch Group
Alabama
$263K +$10.5K +113 +4%
GKIM
1140
GW&K Investment Management
Massachusetts
$260K – – –
KTC
1141
Kistler-Tiffany Companies
Pennsylvania
$259K – – –
BO
1142
Bank OZK
Arkansas
$255K -$9.29K -100 -4%
OA
1143
Oxbow Advisors
Texas
$255K – – –
CA
1144
Capital Advantage
California
$254K – – –
BWA
1145
Burt Wealth Advisors
Maryland
$252K +$252K +2,709 New
SAM
1146
Security Asset Management
New York
$251K +$251K +2,700 New
BAAM
1147
Baker Avenue Asset Management
California
$250K -$26K -280 -9%
SAS
1148
Spectrum Advisory Services
Georgia
$247K – – –
SFI
1149
SPC Financial Inc
Maryland
$247K – – –
HVIA
1150
Hudson Valley Investment Advisors
New York
$246K +$23.5K +253 +11%
44 45
46
47 48