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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
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
1151
Rockefeller Financial Services
New York
$131K -$19K -217 -13%
EWM
1152
Edge Wealth Management
New York
$131K – – –
VIM
1153
Veritas Investment Management
United Kingdom
$131K – – –
BCM
1154
Blume Capital Management
California
$131K – – –
CHC
1155
City Holding Co
West Virginia
$130K – – –
MBE
1156
Michael B. Elefante
$129K – – –
TRCT
1157
Tower Research Capital (TRC)
New York
$121K +$103K +1,178 +577%
MWP
1158
MYCIO Wealth Partners
Pennsylvania
$120K +$52.4K +600 +78%
EFSCE
1159
Enterprise Financial Services Corp (EFSC)
Missouri
$117K -$70.7K -809 -38%
NSIM
1160
North Star Investment Management
Illinois
$116K -$28.3K -322 -20%
HCM
1161
Highlander Capital Management
New Jersey
$105K – – –
CA
1162
CapWealth Advisors
Tennessee
$105K – – –
SFSIG
1163
San Francisco Sentry Investment Group
California
$104K +$6.58K +75 +7%
DAM
1164
Delta Asset Management
Tennessee
$102K – – –
GAM
1165
Gemmer Asset Management
California
$97K – – –
PMFA
1166
Plante Moran Financial Advisors
Michigan
$96K – – –
FAM
1167
Formidable Asset Management
Ohio
$94K +$6.44K +71 +7%
TC
1168
TradeLink Capital
Illinois
$93K -$135K -1,541 -59%
CAL
1169
Capital Analysts LLC
Pennsylvania
$90K -$12.4K -142 -12%
TCCM
1170
Timber Creek Capital Management
Massachusetts
$85K – – –
VCM
1171
Vigilant Capital Management
Maine
$74K – – –
CFS
1172
Community Financial System
New York
$71K – – –
FMII
1173
Farmers & Merchants Investments Inc
Nebraska
$68K – – –
OSNBOA
1174
Old Second National Bank of Aurora
Illinois
$66K – – –
SIA
1175
SeaBridge Investment Advisors
New Jersey
$65K +$65K +741 New
45 46
47
48 49