AXP icon

American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $79.1B invested in American Express in 2014 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 384 increasing their positions, 540 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+13
Holders Change %
+1.08%
% of All Funds
35.2%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
2.17%
New
91
Increased
384
Reduced
540
Closed
63
Calls
$503M
Puts
$564M
Net Calls
-$60.7M
Net Calls Change
+$71.2M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$270M
2
Wells Fargo
Wells Fargo
California
+$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
4
ClearBridge Investments
ClearBridge Investments
New York
+$139M
5
MC
Montag & Caldwell
Georgia
+$98.9M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$705M
2
LPC
Lone Pine Capital
Connecticut
-$399M
3
IIS
Ignis Investment Services
United Kingdom
-$396M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$245M
5
State Street
State Street
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
126
Panagora Asset Management
Massachusetts
$72.2M -$3.62M -40,235 -5%
T
127
Thomaspartners
Massachusetts
$71.8M +$9.09M +100,914 +14%
SONJCPFA
128
State of New Jersey Common Pension Fund A
New Jersey
$71.8M -$5.49M -61,000 -7%
GLA
129
Great Lakes Advisors
Illinois
$71.5M -$4.4M -48,854 -6%
Nordea Investment Management
130
Nordea Investment Management
Sweden
$70.4M +$207K +2,299 +0.3%
CAM
131
Congress Asset Management
Massachusetts
$69.8M -$4.59M -50,934 -6%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$69M -$5.63M -62,559 -8%
Citigroup
133
Citigroup
New York
$69M -$80.4M -893,097 -54%
CA
134
Commerzbank Aktiengesellschaft
Germany
$68.3M -$1.99M -22,107 -3%
KCM
135
Kames Capital Management
United Kingdom
$68M +$1.26M +14,013 +2%
SM
136
Seminole Management
New York
$67.5M +$67.5M +750,201 New
Primecap Management
137
Primecap Management
California
$66.5M +$612K +6,800 +0.9%
RFC
138
Regions Financial Corp
Alabama
$66.3M -$1.55M -17,231 -2%
AAMU
139
Amundi Asset Management US
Massachusetts
$66.3M +$179K +1,983 +0.3%
JHC
140
JFB Holdings Corp
Georgia
$65.6M -$20M -221,940 -23%
CB
141
Cooke & Bieler
Pennsylvania
$65.6M -$32.6M -361,789 -33%
BTS
142
BB&T Securities
Virginia
$64.8M -$2.47M -2,741 -4%
GT
143
Glenmede Trust
Pennsylvania
$63.8M -$517K -5,745 -0.8%
CNB
144
City National Bank
California
$62.4M +$13M +144,185 +26%
SO
145
STRS Ohio
Ohio
$61.7M -$1.31M -14,600 -2%
BCIM
146
British Columbia Investment Management
British Columbia, Canada
$61.6M -$3.63M -40,368 -6%
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$60.5M -$662K -7,355 -1%
N
148
Natixis
France
$59.2M -$32.4M -359,848 -35%
SG Americas Securities
149
SG Americas Securities
New York
$58.1M -$6.51M -72,360 -10%
WM
150
WS Management
Florida
$57.7M – – –
4 5
6
7 8