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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 %
IIS
1226
Ignis Investment Services
United Kingdom
– – -436,568 Closed
TA
1227
TRB Advisors
New York
– – -325,000 Closed
BA
1228
Bridgewater Associates
Connecticut
– – -200,437 Closed
ID
1229
Integral Derivatives
New York
– – -180,651 Closed
H
1230
Hexavest
Quebec, Canada
– – -171,127 Closed
MSU
1231
Mizuho Securities USA
New York
– – -112,575 Closed
MME
1232
Meag Munich Ergo
Germany
– – -105,486 Closed
LG
1233
Leuthold Group
Minnesota
– – -84,524 Closed
Walleye Trading
1234
Walleye Trading
New York
– – -67,102 Closed
EAM
1235
Eclectica Asset Management
United Kingdom
– – -61,700 Closed
KKRC
1236
Kohlberg Kravis Roberts & Co
New York
– – -61,300 Closed
LSA
1237
L & S Advisors
California
– – -44,987 Closed
NCCM
1238
Nine Chapters Capital Management
New Jersey
– – -42,900 Closed
CMBA
1239
C.M. Bidwell & Associates
Hawaii
– – -34,235 Closed
PP
1240
Paloma Partners
Connecticut
– – -31,207 Closed
WCA
1241
Waratah Capital Advisors
Ontario, Canada
– – -24,200 Closed
GEM
1242
Global Endowment Management
North Carolina
– – -19,400 Closed
ACI
1243
Advance Capital I
Michigan
– – -19,250 Closed
NCMG
1244
NCM Capital Management Group
North Carolina
– – -18,800 Closed
ACM
1245
Avalon Capital Management
California
– – -13,495 Closed
Capital Fund Management (CFM)
1246
Capital Fund Management (CFM)
France
– – -13,371 Closed
ACI
1247
Alpha Cubed Investments
California
– – -12,853 Closed
JIM
1248
Jupiter Investment Management
United Kingdom
– – -12,400 Closed
ELC
1249
Edgar Lomax Company
Virginia
– – -11,425 Closed
FCH
1250
Freestone Capital Holdings
Washington
– – -8,543 Closed
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