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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 %
SMG
1201
Spectrum Management Group
Indiana
$26K – – –
KPCM
1202
Kings Point Capital Management
New York
$22K – – –
PSI
1203
Pinnacle Summer Investments
Virginia
$22K – – –
BWFA
1204
Baltimore-Washington Financial Advisors
Maryland
$22K – – –
PIM
1205
Parasol Investment Management
Illinois
$21K – – –
CPA
1206
Cowen Prime Advisors
New York
$20K +$20K +230 New
HTHT
1207
Hemenway Trust Hemenway Trust
New Hampshire
$19K -$13.2K -150 -41%
ZTNA
1208
Zions Trust National Association
Utah
$18K -$19.5K -217 -52%
GXMC
1209
Global X Management Company
New York
$18K -$4.04K -46 -18%
HI
1210
Hudock Inc
Pennsylvania
$18K – – –
ICOM
1211
Investment Counselors of Maryland
Maryland
$18K – – –
MAS
1212
Madden Advisory Services
Florida
$18K – – –
PCC
1213
Park Circle Company
Maryland
$18K – – –
FIG
1214
Fusion Investment Group
Pennsylvania
$16K – – –
JFA
1215
JNBA Financial Advisors
Minnesota
$16K +$4.76K +55 +42%
TIM
1216
Tortoise Investment Management
New York
$15K -$4.49K -50 -23%
AAM
1217
American Asset Management
Florida
$15K +$15K +170 New
PCTC
1218
Perkins Coie Trust Company
Washington
$15K +$15K +175 New
MA
1219
MCF Advisors
Kentucky
$14K +$9.95K +108 +245%
PSC
1220
Prentiss Smith & Co
Vermont
$13K – – –
AC
1221
Alexandria Capital
Virginia
$13K +$273 +3 +2%
CAW
1222
Cornerstone Advisors (Washington)
Washington
$12K -$1.45K -17 -11%
AFIA
1223
America First Investment Advisors
Nebraska
$11K – – –
LWM
1224
LBA Wealth Management
Florida
$11K – – –
HR
1225
Howe & Rusling
New York
$11K +$11K +130 New
47 48
49
50 51