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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 %
CP
1276
Corbenic Partners
Pennsylvania
$24K +$24K +263 New
PIM
1277
Parasol Investment Management
Illinois
$23K – – –
GXMC
1278
Global X Management Company
New York
$23K +$4.22K +46 +22%
BWFA
1279
Baltimore-Washington Financial Advisors
Maryland
$21K -$2.28K -25 -10%
CPA
1280
Cowen Prime Advisors
New York
$21K – – –
CPIG
1281
Chicago Partners Investment Group
Illinois
$21K +$21K +225 New
PSI
1282
Pinnacle Summer Investments
Virginia
$20K -$2.18K -25 -10%
HTHT
1283
Hemenway Trust Hemenway Trust
New Hampshire
$20K – – –
PCC
1284
Park Circle Company
Maryland
$19K – – –
ZTNA
1285
Zions Trust National Association
Utah
$19K – – –
ICOM
1286
Investment Counselors of Maryland
Maryland
$19K – – –
HI
1287
Hudock Inc
Pennsylvania
$19K – – –
KCM
1288
Karp Capital Management
California
$19K +$19K +202 New
CFA
1289
CT Financial Advisors
Pennsylvania
$18.6K +$18.6K +200 New
JFA
1290
JNBA Financial Advisors
Minnesota
$17K – – –
CAW
1291
Cornerstone Advisors (Washington)
Washington
$17K +$3.97K +43 +30%
FPFS
1292
First Personal Financial Services
North Carolina
$17K +$17K +189 New
PCTC
1293
Perkins Coie Trust Company
Washington
$16K – – –
MA
1294
MCF Advisors
Kentucky
$14K -$575 -6 -4%
AC
1295
Alexandria Capital
Virginia
$14K +$564 +6 +4%
SFWA
1296
Summit Financial Wealth Advisors
Louisiana
$14K +$14K +150 New
LWM
1297
LBA Wealth Management
Florida
$12K – – –
WA
1298
Winfield Associates
Ohio
$12K +$12K +125 New
AFIA
1299
America First Investment Advisors
Nebraska
$11K – – –
TJHA
1300
Thomas J. Herzfeld Advisors
Florida
$11K +$11K +119 New
50 51
52
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