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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 %
EWM
1176
Endurance Wealth Management
Rhode Island
$218K -$2.78K -30 -1%
CCMD
1177
Cypress Capital Management (Delaware)
Delaware
$218K – – –
CASB
1178
Cape Ann Savings Bank
Massachusetts
$215K -$8.84K -95 -4%
SHGA
1179
Sand Hill Global Advisors
California
$215K +$215K +2,309 New
RP
1180
Reinhart Partners
Wisconsin
$214K -$18.6K -200 -8%
IWA
1181
Inspirion Wealth Advisors
Illinois
$214K +$214K +2,300 New
M
1182
MOTCO
Texas
$213K -$92.7K -995 -30%
1IA
1183
1834 Investment Advisors
Wisconsin
$213K – – –
WA
1184
Wealth Architects
California
$213K +$213K +2,287 New
BRA
1185
Bender Robert & Associates
California
$212K +$212K +11,858 New
CL
1186
CPWM LLC
Washington
$211K +$211K +2,268 New
HCM
1187
Hall Capital Management
Rhode Island
$211K +$211K +2,270 New
MPIA
1188
Mountain Pacific Investment Advisers
Idaho
$208K +$208K +2,230 New
HC
1189
HHG & Company
Connecticut
$207K +$207K +2,225 New
BCM
1190
Blume Capital Management
California
$206K +$66.4K +713 +48%
AL
1191
Agran Libbie
California
$206K +$206K +2,209 New
SLA
1192
Silver Lake Advisory
Utah
$205K -$1.77K -19 -0.9%
CCM
1193
Compass Capital Management
Minnesota
$205K +$205K +2,200 New
BIA
1194
Biondo Investment Advisors
Pennsylvania
$205K +$205K +2,201 New
LAIC
1195
Lederer & Associates Investment Counsel
California
$204K +$204K +2,195 New
GIM
1196
Greystone Investment Management
Ohio
$203K +$203K +2,185 New
TFF
1197
The Family Firm
Maryland
$202K +$202K +2,169 New
CFMC
1198
Curbstone Financial Management Corp
New Hampshire
$202K +$202K +2,169 New
BBPWM
1199
Blue Bell Private Wealth Management
Pennsylvania
$189K – – –
HP
1200
Hikari Power
Japan
$186K – – –
46 47
48
49 50