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American Express
AXP

Overview Fund Activity

1,235 hedge funds and large institutions have $75.1B invested in American Express in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 446 increasing their positions, 478 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,235
Holders Change
+17
Holders Change %
+1.4%
% of All Funds
35.86%
Holding in Top 10
50
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-25.37%
% of All Funds
1.45%
New
84
Increased
446
Reduced
478
Closed
57
Calls
$463M
Puts
$671M
Net Calls
-$208M
Net Calls Change
-$140M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$137M
2
Morgan Stanley
Morgan Stanley
New York
+$127M
3
Millennium Management
Millennium Management
New York
+$107M
4
LPU
Lansdowne Partners (UK)
United Kingdom
+$83M
5
CA
Commerzbank Aktiengesellschaft
Germany
+$63.6M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$733M
2
Norges Bank
Norges Bank
Norway
-$679M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$637M
4
Wells Fargo
Wells Fargo
California
-$238M
5
MAM
Magellan Asset Management
Australia
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
126
Kames Capital Management
United Kingdom
$66.5M +$187K +2,132 +0.3%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$66M – – –
1IC
128
1919 Investment Counsel
Maryland
$65.9M -$1.61M -18,401 -2%
AAMU
129
Amundi Asset Management US
Massachusetts
$64.9M -$575K -6,571 -0.9%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$64.8M -$36.6M -417,832 -36%
Primecap Management
131
Primecap Management
California
$64.7M – – –
WIM
132
Waverton Investment Management
United Kingdom
$64.1M +$480K +5,488 +0.8%
CB
133
Cooke & Bieler
Pennsylvania
$63.8M -$412K -4,704 -0.6%
BGIM
134
Brandywine Global Investment Management
Pennsylvania
$63.4M +$11.1M +126,630 +21%
BCIM
135
British Columbia Investment Management
British Columbia, Canada
$63.2M -$2.6M -29,750 -4%
GT
136
Glenmede Trust
Pennsylvania
$62.5M +$3.59M +41,058 +6%
NFA
137
Nationwide Fund Advisors
Ohio
$60.9M -$2.49M -28,401 -4%
Chevy Chase Trust
138
Chevy Chase Trust
Maryland
$60.8M +$3.23M +36,936 +6%
RFC
139
Regions Financial Corp
Alabama
$60.7M -$1.87M -21,336 -3%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$60M -$2.93M -33,494 -5%
CAM
141
Congress Asset Management
Massachusetts
$59.5M -$2.36M -26,961 -4%
PI
142
Putnam Investments
Massachusetts
$58.4M +$20M +228,915 +52%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$57.1M -$920K -10,510 -2%
WM
144
WS Management
Florida
$56.4M – – –
Royal Bank of Canada
145
Royal Bank of Canada
Ontario, Canada
$55.8M -$49.4M -563,839 -47%
SO
146
STRS Ohio
Ohio
$55M – – –
HTC
147
Haverford Trust Company
Pennsylvania
$54.4M +$15.9M +181,074 +41%
WRF
148
Waddell & Reed Financial
Kansas
$53.5M +$706K +8,063 +1%
SG Americas Securities
149
SG Americas Securities
New York
$53.4M +$24M +274,248 +82%
JPMPWA
150
J.P. Morgan Private Wealth Advisors
California
$50.6M +$21.6M +247,257 +75%
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