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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 %
HCP
1151
Holt Capital Partners
Texas
$95K – – –
NSIM
1152
North Star Investment Management
Illinois
$92K +$92K +1,020 New
CHC
1153
City Holding Co
West Virginia
$88K – – –
TCCM
1154
Timber Creek Capital Management
Massachusetts
$87K – – –
CAL
1155
Capital Analysts LLC
Pennsylvania
$85.1K – – –
PMFA
1156
Plante Moran Financial Advisors
Michigan
$82K -$62.5K -694 -43%
FAM
1157
Formidable Asset Management
Ohio
$78K +$52K +600 +200%
VCM
1158
Vigilant Capital Management
Maine
$77K +$31.7K +350 +70%
PAS
1159
Partnervest Advisory Services
California
$76K +$1.26K +14 +2%
TFO
1160
Tarbox Family Office
California
$71K – – –
FMII
1161
Farmers & Merchants Investments Inc
Nebraska
$70K – – –
MWP
1162
MYCIO Wealth Partners
Pennsylvania
$70K – – –
TFA
1163
Transamerica Financial Advisors
Florida
$69K -$363 -4 -0.5%
DOA
1164
D'Orazio & Associates
Virginia
$65K – – –
FA
1165
Financial Advantage
Maryland
$61K – – –
BRWM
1166
B. Riley Wealth Management
Tennessee
$61K +$61K +680 New
OC
1167
Oakworth Capital
Alabama
$60K – – –
TCM
1168
Tradewinds Capital Management
Washington
$58K – – –
WCM
1169
Wealthcare Capital Management
Virginia
$54K -$5.28K -59 -9%
SAM
1170
Solaris Asset Management
New York
$54K – – –
HPBT
1171
High Point Bank & Trust
North Carolina
$50K -$9.41K -105 -16%
QAM
1172
QCI Asset Management
New York
$45K -$5.87K -65 -12%
WCMN
1173
Westchester Capital Management (Nebraska)
Nebraska
$45K – – –
PFA
1174
Paradigm Financial Advisors
Missouri
$42K -$74.7K -822 -64%
MUMSS
1175
Mitsubishi UFJ Morgan Stanley Securities
Japan
$42K +$5.36K +60 +15%
45 46
47
48 49