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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 %
UB
1226
UMB Bank
Missouri
$10.4K +$127 +1,448 +1%
WA
1227
Waverly Advisors
Alabama
$10K – – –
Group One Trading
1228
Group One Trading
Illinois
$9K -$9K -100 -50%
MSFP
1229
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
NYLT
1230
New York Life Trust
New York
$5K -$38.1K -465 -88%
CG
1231
Colony Group
Massachusetts
$5K +$3.42K +41 +216%
HCM
1232
Horrell Capital Management
Arkansas
$4K – – –
MUMSS
1233
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K -$3K -30 -60%
SA
1234
SRH Advisors
Kansas
$2K +$2K +18 New
NG
1235
NatWest Group
United Kingdom
$1.88K -$750 -8,575 -29%
BCMIO
1236
Beacon Capital Management Inc (Ohio)
Ohio
$1K – – –
PHS
1237
PFM Health Sciences
California
– -$75M -790,506 Closed
DCM
1238
Discovery Capital Management
Connecticut
– -$66.1M -696,600 Closed
BCM
1239
Barometer Capital Management
Ontario, Canada
– -$28.8M -303,400 Closed
SM
1240
Seminole Management
New York
– -$21.2M -223,480 Closed
Royal London Asset Management
1241
Royal London Asset Management
United Kingdom
– -$18.6M -215,407 Closed
SCM
1242
Sandler Capital Management
New York
– -$14.5M -153,000 Closed
SCM
1243
Suffolk Capital Management
New York
– -$13.1M -137,750 Closed
Voloridge Investment Management
1244
Voloridge Investment Management
Florida
– -$12.9M -135,649 Closed
PIM
1245
Partner Investment Management
California
– -$8.59M -90,514 Closed
MLL
1246
Moody Lynn & Lieberson
Massachusetts
– -$8.31M -87,591 Closed
PA
1247
Para Advisors
New York
– -$7.12M -75,000 Closed
FG
1248
FSI Group
Ohio
– -$7.1M -74,795 Closed
Balyasny Asset Management
1249
Balyasny Asset Management
Illinois
– -$6.99M -73,647 Closed
WAM
1250
Wood Asset Management
Florida
– -$5.4M -56,945 Closed
48 49
50
51 52