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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 %
FA
1151
Fagan Associates
New York
$245K +$12.1K +130 +5%
CIC
1152
Chilton Investment Company
Connecticut
$242K +$242K +2,600 New
NPIT
1153
National Penn Investors Trust
Pennsylvania
$241K +$5.76K +62 +2%
BCM
1154
Buckhead Capital Management
Georgia
$238K – – –
HC
1155
Highmount Capital
New York
$238K +$19.9K +214 +9%
FC
1156
Forte Capital
New York
$235K – – –
PHK
1157
Point72 Hong Kong
Hong Kong
$235K +$235K +2,527 New
DAM
1158
Doheny Asset Management
California
$233K – – –
HIM
1159
Harbour Investment Management
Washington
$233K – – –
EP
1160
Elkhorn Partners
Nebraska
$233K – – –
AB
1161
AT Bancorp
Iowa
$232K -$2.32K -25 -1%
GT
1162
Greenleaf Trust
Michigan
$231K +$231K +2,484 New
MHS
1163
M Holdings Securities
Oregon
$230K -$77.4K -834 -25%
CWM
1164
Catamount Wealth Management
Connecticut
$230K +$230K +2,474 New
VIA
1165
Vantage Investment Advisors
Pennsylvania
$226K -$44.1K -474 -16%
VCAM
1166
Van Cleef Asset Management
Ohio
$226K – – –
I
1167
IberiaBank
Louisiana
$226K +$226K +2,427 New
EWM
1168
Empirical Wealth Management
Washington
$225K +$225K +2,421 New
W
1169
Wealthfront
California
$224K -$111K -1,187 -33%
FCB
1170
First Citizens Bancorporation
South Carolina
$223K – – –
CCM
1171
CWH Capital Management
Washington
$223K – – –
LNB
1172
Ledyard National Bank
$221K -$83.6K -900 -27%
LG
1173
Laidlaw Group
New York
$221K – – –
AW
1174
Alpha Windward
Massachusetts
$221K +$4.75K +51 +2%
BCM
1175
Brookstone Capital Management
Illinois
$220K +$220K +2,360 New
45 46
47
48 49