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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 %
TF
1201
Trutina Financial
Washington
$16K 178 +178 New
CFA
1202
CT Financial Advisors
Pennsylvania
$15.6K 200 +200 New
TIM
1203
Tortoise Investment Management
New York
$15K 167 – –
PSI
1204
Pinnacle Summer Investments
Virginia
$15K 174 +51 +41%
PSC
1205
Prentiss Smith & Co
Vermont
$14K 150 – –
CAW
1206
Cornerstone Advisors (Washington)
Washington
$13K 140 +35 +33%
AC
1207
Alexandria Capital
Virginia
$12K 134 – –
TWM
1208
Torch Wealth Management
Ohio
$12K 130 – –
NYLT
1209
New York Life Trust
New York
$11K 119 -2,191 -95%
AFIA
1210
America First Investment Advisors
Nebraska
$11K 120 -300 -71%
LWM
1211
LBA Wealth Management
Florida
$11K 125 -105 -46%
WA
1212
Waverly Advisors
Alabama
$10K 114 -453 -80%
MSFP
1213
Mark Sheptoff Financial Planning
Connecticut
$9K 100 +100 New
ECM
1214
ETrade Capital Management
Virginia
$8K 94 -94 -50%
HCM
1215
Horrell Capital Management
Arkansas
$4K 44 – –
MA
1216
MCF Advisors
Kentucky
$4K 44 – –
BCMIO
1217
Beacon Capital Management Inc (Ohio)
Ohio
$2K 17 – –
CFA
1218
Camarda Financial Advisors
Florida
$2K 19 +19 New
FPCG
1219
Fort Pitt Capital Group
Pennsylvania
$477 5 -1 -17%
HP
1220
Hikari Power
Japan
$180 2,000 +2,000 New
LPC
1221
Lone Pine Capital
Connecticut
– – -4,392,879 Closed
TP
1222
Theleme Partners
United Kingdom
– – -1,669,000 Closed
WP
1223
Wedgewood Partners
Missouri
– – -1,501,341 Closed
NFA
1224
Nationwide Fund Advisors
Ohio
– – -778,411 Closed
JAM
1225
Jupiter Asset Management
United Kingdom
– – -492,609 Closed
47 48
49
50 51