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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
$1.49B
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.33B
3
IIS
Ignis Investment Services
United Kingdom
$544M
4
FAM
Fred Alger Management
New York
$232M
5
AAM
Aberdeen Asset Management
United Kingdom
$175M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$0
2
DSA
Davis Selected Advisers
Arizona
$2.43B
3
LBG
Lloyds Banking Group
United Kingdom
$1.08M
4
Credit Agricole
Credit Agricole
France
$49.5M
5
Wells Fargo
Wells Fargo
California
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
1176
Gradient Investments
Minnesota
$40K – – –
CFG
1177
CKW Financial Group
Hawaii
$37K – – –
HTHT
1178
Hemenway Trust Hemenway Trust
New Hampshire
$35K – – –
CCS
1179
Crosspoint Capital Strategies
California
$34K +$9.21K +100 +37%
GGPS
1180
Gary Goldberg Planning Services
New York
$34K +$34K +361 New
IMS
1181
Index Management Solutions
Pennsylvania
$33K -$7.99K -84 -19%
RFA
1182
Reilly Financial Advisors
California
$32K -$96.2K -1,025 -75%
SMG
1183
Spectrum Management Group
Indiana
$28K – – –
ACM
1184
Antonetti Capital Management
Florida
$28K – – –
SCG
1185
Strategic Capital Group
Washington
$27K -$228K -2,396 -89%
TDC
1186
Thompson Davis & Co
Virginia
$24K – – –
BWFA
1187
Baltimore-Washington Financial Advisors
Maryland
$24K – – –
GXMC
1188
Global X Management Company
New York
$24K – – –
KPCM
1189
Kings Point Capital Management
New York
$24K +$24K +253 New
PIM
1190
Parasol Investment Management
Illinois
$23K – – –
PSI
1191
Pinnacle Summer Investments
Virginia
$23K +$7.24K +80 +46%
TIM
1192
Tortoise Investment Management
New York
$21K +$4.84K +50 +30%
TRCT
1193
Tower Research Capital (TRC)
New York
$19K -$4.12M -44,203 -100%
ICOM
1194
Investment Counselors of Maryland
Maryland
$19K – – –
NMIS
1195
Northwestern Mutual Investment Services
Wisconsin
$19K +$19K +199 New
Group One Trading
1196
Group One Trading
Illinois
$19K +$19K +200 New
MAS
1197
Madden Advisory Services
Florida
$19K +$19K +200 New
HI
1198
Hudock Inc
Pennsylvania
$19K +$19K +200 New
PCC
1199
Park Circle Company
Maryland
$19K +$19K +200 New
FIG
1200
Fusion Investment Group
Pennsylvania
$18K – – –
46 47
48
49 50