AXP icon

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 %
SFPIA
1226
Stevens First Principles Investment Advisors
California
$112K -$37.3K -400 -25%
HCM
1227
Highlander Capital Management
New Jersey
$112K – – –
MCM
1228
MV Capital Management
Maryland
$112K +$112K +1,208 New
GAM
1229
Gemmer Asset Management
California
$104K – – –
NSIM
1230
North Star Investment Management
Illinois
$95K -$27.9K -300 -23%
GWS
1231
Glassman Wealth Services
Virginia
$93K +$93K +995 New
IC
1232
Intersect Capital
California
$93K +$93K +1,000 New
KLWA
1233
Kelly Lawrence W & Associates
California
$93K +$93K +1,000 New
TCCM
1234
Timber Creek Capital Management
Massachusetts
$91K – – –
FAM
1235
Formidable Asset Management
Ohio
$90K -$6.03K -65 -6%
SAM
1236
Solaris Asset Management
New York
$88K +$32.4K +350 +58%
CB
1237
Community Bank
New York
$86K +$86K +925 New
TRCT
1238
Tower Research Capital (TRC)
New York
$79K -$49.6K -533 -39%
VCM
1239
Vigilant Capital Management
Maine
$79K – – –
ASN
1240
Advisory Services Network
Georgia
$78K +$78K +890 New
OSAM
1241
O'Shaughnessy Asset Management
Connecticut
$77K -$177K -1,902 -70%
OSNBOA
1242
Old Second National Bank of Aurora
Illinois
$70K – – –
DOA
1243
D'Orazio & Associates
Virginia
$67K – – –
RFA
1244
Reilly Financial Advisors
California
$67K +$32.4K +350 +94%
BRWM
1245
B. Riley Wealth Management
Tennessee
$64K +$4.63K +50 +8%
FA
1246
Financial Advantage
Maryland
$63K – – –
CCS
1247
Crosspoint Capital Strategies
California
$62K +$27.8K +300 +81%
OC
1248
Oakworth Capital
Alabama
$61K – – –
GGPS
1249
Gary Goldberg Planning Services
New York
$61K +$27.7K +300 +83%
TCM
1250
Tradewinds Capital Management
Washington
$60K – – –
48 49
50
51 52