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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 %
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$57.3M +$8.43M +93,661 +17%
WRF
152
Waddell & Reed Financial
Kansas
$53.7M +$53.7M +596,200 New
PHS
153
PFM Health Sciences
California
$52.5M +$52.5M +582,882 New
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$52.4M -$1.19M -13,258 -2%
SAC
155
Smith Affiliated Capital
New York
$51.8M -$52.2M – –
SGAM
156
Smith Group Asset Management
Texas
$51.7M -$1.24M -13,847 -2%
Retirement Systems of Alabama
157
Retirement Systems of Alabama
Alabama
$49.3M -$498K -5,533 -1%
BGIM
158
Brandywine Global Investment Management
Pennsylvania
$46.5M +$200K +2,220 +0.4%
SBCM
159
Schwerin Boyle Capital Management
Massachusetts
$45.6M -$635K -7,050 -1%
MSA
160
Mason Street Advisors
Wisconsin
$45.5M -$602K -6,690 -1%
GC
161
Guggenheim Capital
Illinois
$44.1M -$1.05M -11,676 -2%
Canada Life
162
Canada Life
Manitoba, Canada
$44M +$977K +10,908 +2%
ACI
163
AMP Capital Investors
Australia
$42.7M +$5.93M +65,557 +16%
TAM
164
Todd Asset Management
Kentucky
$42M -$2.9M -32,231 -6%
PAMU
165
Pictet Asset Management (UK)
United Kingdom
$41.6M -$8.97M -99,618 -18%
EA
166
Euclid Advisors
Connecticut
$41.3M +$11.2M +124,180 +37%
AAM
167
Aberdeen Asset Management
United Kingdom
$41.3M +$32.5M +360,440 +368%
SAM
168
Sentinel Asset Management
Vermont
$41.1M +$270K +3,000 +0.7%
VOYA Investment Management
169
VOYA Investment Management
Georgia
$40.7M +$293K +3,253 +0.7%
Aviva
170
Aviva
United Kingdom
$40.3M -$673K -7,479 -2%
CM
171
CS McKee
Pennsylvania
$40.1M -$50.5M -560,864 -56%
GG
172
Gofen & Glossberg
Illinois
$39.8M -$492K -5,394 -1%
MI
173
Markston International
New York
$39.4M -$594K -6,600 -1%
Nuveen Asset Management
174
Nuveen Asset Management
Illinois
$39.3M +$1.28M +14,231 +3%
ProShare Advisors
175
ProShare Advisors
Maryland
$39.2M +$1.61M +17,870 +4%
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