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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 %
SIM
1351
Spark Investment Management
New York
– -$621K -7,100 Closed
IH
1352
IFC Holdings
Florida
– -$549K -6,217 Closed
SEC
1353
Seven Eight Capital
New York
– -$525K -6,015 Closed
BWP
1354
Baldwin Wealth Partners
Massachusetts
– -$521K -5,948 Closed
FP
1355
Foundry Partners
Minnesota
– -$457K -5,215 Closed
IUAM
1356
Itau USA Asset Management
New York
– -$429K -4,900 Closed
JCM
1357
JD Capital Management
Connecticut
– -$429K -4,898 Closed
PRCM
1358
Pine River Capital Management
Minnesota
– -$416K -4,749 Closed
SFP
1359
Santa Fe Partners
New Mexico
– -$383K -4,364 Closed
WIS
1360
Wright Investors Service
Connecticut
– -$330K -3,765 Closed
EM
1361
Excalibur Management
Massachusetts
– -$287K -3,275 Closed
DTL
1362
Dynamic Technology Lab
Singapore
– -$279K -3,188 Closed
TYCC
1363
Texas Yale Capital Corp
Florida
– -$215K -2,456 Closed
CAM
1364
Chesapeake Asset Management
New York
– -$207K -2,370 Closed
CPSAC
1365
Chas P. Smith & Associates (CPS)
Florida
– -$204K -2,332 Closed
HH
1366
Hilltop Holdings
Texas
– -$203K -2,310 Closed
MIAN
1367
Mariner Independent Advisor Network
Kansas
– -$193K -2,207 Closed
JIM
1368
Jupiter Investment Management
United Kingdom
– -$192K -2,200 Closed
VIM
1369
Veritas Investment Management
United Kingdom
– -$131K -1,500 Closed
MBE
1370
Michael B. Elefante
– -$129K -1,473 Closed
CA
1371
CapWealth Advisors
Tennessee
– -$105K -1,200 Closed
SFSIG
1372
San Francisco Sentry Investment Group
California
– -$104K -1,185 Closed
SCA
1373
Strategic Capital Alternatives
United States
– -$38K -436 Closed
PFO
1374
Pathstone Family Office
New Jersey
– -$37K -420 Closed
MAS
1375
Madden Advisory Services
Florida
– -$18K -200 Closed
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