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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 %
PC
1251
Permit Capital
Pennsylvania
$60K – – –
WCM
1252
Wealthcare Capital Management
Virginia
$56K – – –
GI
1253
Gradient Investments
Minnesota
$54K +$14.9K +160 +38%
SAC
1254
Smith Affiliated Capital
New York
$53.5K -$50.3K – –
HPBT
1255
High Point Bank & Trust
North Carolina
$52K – – –
WA
1256
WealthTrust-Arizona
Arizona
$51K – – –
TDC
1257
Thompson Davis & Co
Virginia
$51K +$11.6K +125 +29%
WCMN
1258
Westchester Capital Management (Nebraska)
Nebraska
$47K – – –
TFO
1259
Tarbox Family Office
California
$46K – – –
QAM
1260
QCI Asset Management
New York
$46K – – –
SIA
1261
SeaBridge Investment Advisors
New Jersey
$44K -$25.2K -270 -36%
AWM
1262
AllSquare Wealth Management
New York
$43K +$43K +457 New
JIR
1263
James Investment Research
Ohio
$40K +$40K +433 New
CCMW
1264
Cypress Capital Management (Wyoming)
Wyoming
$37.2K +$37.2K +400 New
TC
1265
TradeLink Capital
Illinois
$37K -$61K -659 -62%
RA
1266
Rational Advisors
New York
$37K +$37K +400 New
CFG
1267
CKW Financial Group
Hawaii
$36K – – –
IMS
1268
Index Management Solutions
Pennsylvania
$35K -$2.41K -26 -6%
SIG
1269
Stanford Investment Group
California
$34K +$34K +365 New
EWM
1270
Edge Wealth Management
New York
$30K -$110K -1,174 -79%
FMII
1271
Farmers & Merchants Investments Inc
Nebraska
$29K -$43.3K -464 -60%
TFA
1272
Transamerica Financial Advisors
Florida
$29K -$9.13K -96 -24%
CHP
1273
Cable Hill Partners
Oregon
$28K +$28K +299 New
KPCM
1274
Kings Point Capital Management
New York
$24K – – –
TIM
1275
Tortoise Investment Management
New York
$24K +$8.22K +87 +52%
49 50
51
52 53