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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.

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 Market Value Shares Shares
Change 		Shares
Change %
WA
1176
WealthTrust-Arizona
Arizona
$40K 443 -246 -36%
IMS
1177
Index Management Solutions
Pennsylvania
$39K 431 -315 -42%
JIR
1178
James Investment Research
Ohio
$38K 425 -250 -37%
ZTNA
1179
Zions Trust National Association
Utah
$38K 417 +200 +92%
GI
1180
Gradient Investments
Minnesota
$38K 420 +338 +412%
CFG
1181
CKW Financial Group
Hawaii
$36K 391 – –
VIA
1182
Vantage Investment Advisors
Pennsylvania
$34K 374 – –
HTHT
1183
Hemenway Trust Hemenway Trust
New Hampshire
$33K 366 +366 New
PI
1184
PineBridge Investments
New York
$29K 323 +323 New
ACM
1185
Antonetti Capital Management
Florida
$27K 300 -200 -40%
SMG
1186
Spectrum Management Group
Indiana
$27K 300 – –
SM
1187
Salzhauer Michael
$27K 300 +300 New
CGT
1188
Capital Guardian Trust
California
$26K 286 -830 -74%
HR
1189
Howe & Rusling
New York
$24K 269 -110 -29%
PWAG
1190
Polaris Wealth Advisory Group
California
$24K 272 – –
CCS
1191
Crosspoint Capital Strategies
California
$24K 269 – –
CG
1192
Colony Group
Massachusetts
$24K 261 +248 +1,908%
GXMC
1193
Global X Management Company
New York
$23K 251 -81 -24%
TDC
1194
Thompson Davis & Co
Virginia
$23K 250 – –
BWFA
1195
Baltimore-Washington Financial Advisors
Maryland
$23K 255 – –
PIM
1196
Parasol Investment Management
Illinois
$22K 243 – –
CPA
1197
Cowen Prime Advisors
New York
$21K 230 – –
ICOM
1198
Investment Counselors of Maryland
Maryland
$18K 200 – –
ST
1199
SpiderRock Trading
Illinois
– – – –
FIG
1200
Fusion Investment Group
Pennsylvania
$17K 188 – –
46 47
48
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