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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $84.4B invested in American Express in 2014 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 412 increasing their positions, 504 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
–
Holders Change %
0%
% of All Funds
35.03%
Holding in Top 10
67
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.67%
% of All Funds
1.93%
New
76
Increased
412
Reduced
504
Closed
68
Calls
$520M
Puts
$588M
Net Calls
-$68.5M
Net Calls Change
-$7.78M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$807M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$719M
3
IIS
Ignis Investment Services
United Kingdom
+$544M
4
FAM
Fred Alger Management
New York
+$137M
5
AAM
Aberdeen Asset Management
United Kingdom
+$132M

Top Sellers

1
ECU
Egerton Capital (UK)
United Kingdom
-$497M
2
DSA
Davis Selected Advisers
Arizona
-$220M
3
LBG
Lloyds Banking Group
United Kingdom
-$132M
4
Credit Agricole
Credit Agricole
France
-$84.8M
5
Wells Fargo
Wells Fargo
California
-$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
126
Nordea Investment Management
Sweden
$73.3M -$934K -9,846 -1%
1IC
127
1919 Investment Counsel
Maryland
$73.1M -$5.77M -60,820 -7%
KCM
128
Kames Capital Management
United Kingdom
$71.9M +$196K +2,065 +0.3%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$71.5M +$71.5M +754,000 New
BCIM
130
British Columbia Investment Management
British Columbia, Canada
$71.3M +$6.34M +66,859 +10%
AAMU
131
Amundi Asset Management US
Massachusetts
$71M +$1.12M +11,770 +2%
Primecap Management
132
Primecap Management
California
$70.1M – – –
CB
133
Cooke & Bieler
Pennsylvania
$69.6M +$486K +5,122 +0.7%
WIM
134
Waverton Investment Management
United Kingdom
$69M -$7.58M -79,865 -10%
O
135
OppenheimerFunds
New York
$68.9M -$15.1M -158,810 -18%
NFA
136
Nationwide Fund Advisors
Ohio
$68.7M +$68.7M +723,904 New
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$68.2M -$4.53M -47,733 -6%
RFC
138
Regions Financial Corp
Alabama
$67.8M -$2.11M -22,253 -3%
PAM
139
Panagora Asset Management
Massachusetts
$67.2M -$8.8M -92,712 -12%
CAM
140
Congress Asset Management
Massachusetts
$67M -$6.49M -68,379 -9%
DCM
141
Discovery Capital Management
Connecticut
$66.1M +$66.1M +696,600 New
GT
142
Glenmede Trust
Pennsylvania
$63.8M -$3.37M -35,561 -5%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$62.9M -$21.1M -221,990 -25%
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$62.4M -$1.28M -13,479 -2%
WM
145
WS Management
Florida
$61.1M +$323K +3,400 +0.5%
SO
146
STRS Ohio
Ohio
$59.6M -$5.39M -56,770 -8%
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
$59.5M -$810K -8,540 -1%
WRF
148
Waddell & Reed Financial
Kansas
$57.2M +$655K +6,900 +1%
BGIM
149
Brandywine Global Investment Management
Pennsylvania
$56.7M +$7.7M +81,130 +16%
Barclays
150
Barclays
United Kingdom
$56.6M -$28.6M -303,876 -34%
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