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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.

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 %
MSFP
1301
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
BRWA
1302
B. Riley Wealth Advisors
Florida
$8.62K +$3.7K +5,189 +75%
LWA
1303
Lenox Wealth Advisors
New York
$8K -$56.8K -603 -88%
PWM
1304
ParenteBeard Wealth Management
Pennsylvania
$7K -$89.2K -8,299 -93%
NYLT
1305
New York Life Trust
New York
$7K +$1.07K +11 +18%
CG
1306
Colony Group
Massachusetts
$6K +$98 +1 +2%
NMIS
1307
Northwestern Mutual Investment Services
Wisconsin
$6K +$6K +63 New
CFSG
1308
Community Financial Services Group
Vermont
$6K +$6K +69 New
MFBTD
1309
MB Financial Bank - Trust Department
Illinois
$5K -$255K -2,652 -98%
HCM
1310
Horrell Capital Management
Arkansas
$4K – – –
HR
1311
Howe & Rusling
New York
$3K -$10K -100 -77%
UFA
1312
US Financial Advisors
Massachusetts
$3K +$3K +31 New
NG
1313
NatWest Group
United Kingdom
$2.77K +$775 +8,330 +39%
BCMIO
1314
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
SA
1315
SRH Advisors
Kansas
$2K – – –
MUMSS
1316
Mitsubishi UFJ Morgan Stanley Securities
Japan
$2K – – –
FTC
1317
Farmers Trust Company
Ohio
$1.5K +$1.5K +15 New
CCI
1318
Columbus Circle Investors
– -$177M -2,020,954 Closed
SCM
1319
Stevens Capital Management
Pennsylvania
– -$33.8M -386,208 Closed
Renaissance Technologies
1320
Renaissance Technologies
New York
– -$32.3M -368,700 Closed
PP
1321
PDT Partners
New York
– -$24.6M -281,029 Closed
SFM
1322
Soros Fund Management
New York
– -$20.6M -235,000 Closed
Alyeska Investment Group
1323
Alyeska Investment Group
Illinois
– -$19.7M -225,000 Closed
Alkeon Capital Management
1324
Alkeon Capital Management
New York
– -$18M -205,390 Closed
EAM
1325
EverPoint Asset Management
Connecticut
– -$15.8M -180,000 Closed
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