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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 %
PM
1251
Platinum Management
New York
– – -7,200 Closed
EWM
1252
Elite Wealth Management
Washington
– – -6,768 Closed
WAM
1253
Wolverine Asset Management
Illinois
– – -5,400 Closed
NI
1254
Numeric Investors
Massachusetts
– – -4,700 Closed
I
1255
IberiaBank
Louisiana
– – -4,199 Closed
SL
1256
Summitry LLC
California
– – -4,150 Closed
SFG
1257
SNS Financial Group
Minnesota
– – -3,989 Closed
GVT
1258
Genesee Valley Trust
New York
– – -3,821 Closed
MIU
1259
Man Investments (UK)
United Kingdom
– – -3,764 Closed
ASN
1260
Advisory Services Network
Georgia
– – -3,186 Closed
UBWV
1261
United Bank (West Virginia)
West Virginia
– – -3,155 Closed
HIS
1262
Horizon Investment Services
Indiana
– – -2,940 Closed
TSWM
1263
Triangle Securities Wealth Management
North Carolina
– – -2,876 Closed
BAAM
1264
Baker Avenue Asset Management
California
– – -2,820 Closed
SHGA
1265
Sand Hill Global Advisors
California
– – -2,362 Closed
CCA
1266
Cobblestone Capital Advisors
New York
– – -2,347 Closed
AHS
1267
Aspiriant Holdings S3
California
– – -2,296 Closed
BFA
1268
Beaumont Financial Advisors
Massachusetts
– – -2,272 Closed
NC
1269
NBW Capital
Massachusetts
– – -2,245 Closed
BRA
1270
Bender Robert & Associates
California
– – -2,205 Closed
NYLIM
1271
New York Life Investment Management
New York
– – -2,200 Closed
SSG
1272
Summit Securities Group
New York
– – -2,200 Closed
Carson Wealth (CWM LLC)
1273
Carson Wealth (CWM LLC)
Nebraska
– – -1,816 Closed
MCM
1274
McKinley Capital Management
Alaska
– – -1,221 Closed
SFPIA
1275
Stevens First Principles Investment Advisors
California
– – -900 Closed
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