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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
$142M
2
Morgan Stanley
Morgan Stanley
New York
$510M
3
Millennium Management
Millennium Management
New York
$114M
4
LPU
Lansdowne Partners (UK)
United Kingdom
$168M
5
CA
Commerzbank Aktiengesellschaft
Germany
$131M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$4.96B
2
Norges Bank
Norges Bank
Norway
$692M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.47B
4
Wells Fargo
Wells Fargo
California
$737M
5
MAM
Magellan Asset Management
Australia
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
DOA
1176
D'Orazio & Associates
Virginia
$63K – – –
FA
1177
Financial Advantage
Maryland
$60K – – –
LWA
1178
Lenox Wealth Advisors
New York
$60K +$60K +688 New
OC
1179
Oakworth Capital
Alabama
$59K – – –
PC
1180
Permit Capital
Pennsylvania
$57K – – –
BRWM
1181
B. Riley Wealth Management
Tennessee
$56K -$3.41K -39 -6%
TCM
1182
Tradewinds Capital Management
Washington
$56K – – –
SAM
1183
Solaris Asset Management
New York
$53K – – –
WCM
1184
Wealthcare Capital Management
Virginia
$53K – – –
SAC
1185
Smith Affiliated Capital
New York
$50.3K – – –
HPBT
1186
High Point Bank & Trust
North Carolina
$49K – – –
WA
1187
WealthTrust-Arizona
Arizona
$48K +$10.1K +115 +27%
TFO
1188
Tarbox Family Office
California
$44K -$26K -294 -37%
QAM
1189
QCI Asset Management
New York
$44K – – –
WCMN
1190
Westchester Capital Management (Nebraska)
Nebraska
$44K – – –
SCA
1191
Strategic Capital Alternatives
United States
$38K +$38K +436 New
GI
1192
Gradient Investments
Minnesota
$37K – – –
TDC
1193
Thompson Davis & Co
Virginia
$37K +$15.3K +176 +70%
PFO
1194
Pathstone Family Office
New Jersey
$37K +$37K +420 New
TFA
1195
Transamerica Financial Advisors
Florida
$36K -$32.3K -360 -47%
IMS
1196
Index Management Solutions
Pennsylvania
$35K +$4.86K +56 +16%
CFG
1197
CKW Financial Group
Hawaii
$34K – – –
RFA
1198
Reilly Financial Advisors
California
$33K +$2.91K +33 +10%
GGPS
1199
Gary Goldberg Planning Services
New York
$32K – – –
CCS
1200
Crosspoint Capital Strategies
California
$32K – – –
46 47
48
49 50