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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$1.49B
2
AllianceBernstein
AllianceBernstein
Tennessee
$1.33B
3
IIS
Ignis Investment Services
United Kingdom
$544M
4
FAM
Fred Alger Management
New York
$232M
5
AAM
Aberdeen Asset Management
United Kingdom
$175M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
$0
2
DSA
Davis Selected Advisers
Arizona
$2.43B
3
LBG
Lloyds Banking Group
United Kingdom
$1.08M
4
Credit Agricole
Credit Agricole
France
$49.5M
5
Wells Fargo
Wells Fargo
California
$1.06B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1251
Calamos Wealth Management
Illinois
– -$743K -8,257 Closed
BCM
1252
Bluefin Capital Management
New York
– -$700K -7,272 Closed
PNAA
1253
Pictet North America Advisors
Switzerland
– -$654K -7,260 Closed
BL
1254
Bolton LP
Connecticut
– -$610K -6,770 Closed
HHGA
1255
Halbert Hargrove Global Advisors
California
– -$502K -5,575 Closed
NBC
1256
Neuberger Berman Canada
Ontario, Canada
– -$495K -5,500 Closed
AL
1257
Airain Ltd
Guernsey
– -$490K -5,447 Closed
WAS
1258
Winch Advisory Services
Wisconsin
– -$477K -5,300 Closed
SMC
1259
Smith, Moore & Co
Missouri
– -$470K -5,216 Closed
PL
1260
Parkwood LLC
Ohio
– -$462K -5,132 Closed
FBP
1261
Flippin Bruce & Porter
Virginia
– -$441K -4,903 Closed
CWA
1262
Constellation Wealth Advisors
New York
– -$432K -4,801 Closed
HCM
1263
Harvest Capital Management
New Hampshire
– -$432K -4,794 Closed
LJHT
1264
Laurie J. Hall Trustee
– -$408K -4,535 Closed
DIA
1265
Denver Investment Advisors
Colorado
– -$408K -4,535 Closed
Fidelity International
1266
Fidelity International
Bermuda
– -$405K -4,500 Closed
QAM
1267
Quantres Asset Management
Cayman Islands
– -$378K -4,200 Closed
LJAC
1268
L.J. Altfest & Co
New York
– -$338K -4,000 Closed
FAAS
1269
First Allied Advisory Services
California
– -$360K -3,962 Closed
ICOA
1270
Investment Centers of America
North Dakota
– -$271K -3,588 Closed
CG
1271
Clinton Group
New York
– -$299K -3,319 Closed
RCM
1272
Rotella Capital Management
Washington
– -$297K -3,300 Closed
HIM
1273
Hillsdale Investment Management
Ontario, Canada
– -$252K -2,800 Closed
DTL
1274
Dynamic Technology Lab
Singapore
– -$247K -2,743 Closed
PBT
1275
Pictet Bank & Trust
Bahamas
– -$225K -2,500 Closed
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