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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
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
1151
Formidable Asset Management
Ohio
$92K +$6.2K +65 +7%
VCM
1152
Vigilant Capital Management
Maine
$81K – – –
PAS
1153
Partnervest Advisory Services
California
$80K – – –
CFS
1154
Community Financial System
New York
$77K -$27.3K -288 -26%
TFO
1155
Tarbox Family Office
California
$75K – – –
FMII
1156
Farmers & Merchants Investments Inc
Nebraska
$74K – – –
MWP
1157
MYCIO Wealth Partners
Pennsylvania
$73K – – –
TFA
1158
Transamerica Financial Advisors
Florida
$73K – – –
OSNBOA
1159
Old Second National Bank of Aurora
Illinois
$71K -$483K -5,100 -87%
DOA
1160
D'Orazio & Associates
Virginia
$68K – – –
FA
1161
Financial Advantage
Maryland
$65K – – –
BRWM
1162
B. Riley Wealth Management
Tennessee
$64K – – –
OC
1163
Oakworth Capital
Alabama
$63K – – –
PC
1164
Permit Capital
Pennsylvania
$62K +$62K +650 New
TCM
1165
Tradewinds Capital Management
Washington
$61K – – –
CGT
1166
Capital Guardian Trust
California
$60K +$33.1K +351 +123%
SAM
1167
Solaris Asset Management
New York
$57K – – –
WCM
1168
Wealthcare Capital Management
Virginia
$57K – – –
HPBT
1169
High Point Bank & Trust
North Carolina
$53K – – –
NYLT
1170
New York Life Trust
New York
$50K +$38.7K +407 +342%
QAM
1171
QCI Asset Management
New York
$47K – – –
WCMN
1172
Westchester Capital Management (Nebraska)
Nebraska
$47K – – –
IRS
1173
Invictus RG (Singapore)
Singapore
$42K -$115K -1,214 -73%
WA
1174
WealthTrust-Arizona
Arizona
$41K -$1.34K -14 -3%
ZTNA
1175
Zions Trust National Association
Utah
$40K – – –
45 46
47
48 49