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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 %
HP
1201
Hikari Power
Japan
$186K – – –
FWM
1202
Focused Wealth Management
New York
$180K +$186 +2 +0.1%
LWM
1203
Lenox Wealth Management
Ohio
$175K -$279 -3 -0.2%
VNB
1204
Valley National Bancorp
New York
$172K -$27.9K -300 -14%
HRIA
1205
Haberer Registered Investment Advisor
Ohio
$172K -$18.6K -200 -10%
SSG
1206
Summit Securities Group
New York
$158K -$576K -6,200 -78%
RI
1207
Redwood Investments
Massachusetts
$158K – – –
AIM
1208
Advantage Investment Management
Iowa
$158K +$158K +1,695 New
HF
1209
Hoxton Financial
West Virginia
$155K – – –
WEC
1210
Winslow Evans & Crocker
Massachusetts
$155K -$15.6K -168 -9%
Manulife (Manufacturers Life Insurance)
1211
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$5.75K +61,843 +4%
BAM
1212
Brave Asset Management
New Jersey
$149K – – –
NES
1213
New England Securities
New York
$145K -$45K -483 -24%
CGT
1214
Capital Guardian Trust
California
$144K -$63.6K -685 -31%
HCP
1215
Holt Capital Partners
Texas
$144K +$144K +1,550 New
RFS
1216
Rockefeller Financial Services
New York
$140K – – –
PMFA
1217
Plante Moran Financial Advisors
Michigan
$140K +$37.8K +407 +37%
ED
1218
Exane Derivatives
France
$140K +$140K +1,501 New
CHC
1219
City Holding Co
West Virginia
$135K -$4.11K -44 -3%
SAM
1220
Shamrock Asset Management
Texas
$129K -$64.1K -687 -33%
MWP
1221
MYCIO Wealth Partners
Pennsylvania
$128K – – –
EFSCE
1222
Enterprise Financial Services Corp (EFSC)
Missouri
$124K – – –
CAL
1223
Capital Analysts LLC
Pennsylvania
$117K +$20.9K +225 +22%
CFA
1224
Carroll Financial Associates
North Carolina
$116K -$46.8K -559 -29%
DAM
1225
Delta Asset Management
Tennessee
$114K +$5.4K +58 +5%
47 48
49
50 51