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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.

New
Increased
Maintained
Reduced
Closed
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
Lansdowne Partners (UK)
United Kingdom
$608M
2
State Street
State Street
Massachusetts
$4.22B
3
Morgan Stanley
Morgan Stanley
New York
$698M
4
MCM
Marsico Capital Management
Colorado
$217M
5
CI
Cambiar Investors
Colorado
$112M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$513M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
3
American Century Companies
American Century Companies
Missouri
$97.3M
4
DSA
Davis Selected Advisers
Arizona
$2.07B
5
CCI
Columbus Circle Investors
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFA
176
Nationwide Fund Advisors
Ohio
$41M -$23.7M -255,185 -37%
Aviva
177
Aviva
United Kingdom
$40.9M +$42.7K +459 +0.1%
MAMU
178
Marathon Asset Management (UK)
United Kingdom
$40.8M -$186K -2,004 -0.5%
VOYA Investment Management
179
VOYA Investment Management
Georgia
$40.4M -$836K -8,981 -2%
SAM
180
Sentinel Asset Management
Vermont
$40.4M -$2.09M -22,500 -5%
GG
181
Gofen & Glossberg
Illinois
$40.2M +$122K +1,311 +0.3%
CS
182
Candriam SCA
Luxembourg
$39.8M +$39.8M +428,280 New
ACI
183
AMP Capital Investors
Australia
$39.7M -$9.3M -98,701 -19%
MI
184
Markston International
New York
$38.7M -$909K -9,765 -2%
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$38.6M -$1.11M -11,949 -3%
EA
186
Euclid Advisors
Connecticut
$38.5M +$2.29M +24,570 +6%
MSA
187
Mason Street Advisors
Wisconsin
$38.1M -$11.4M -122,420 -23%
CB
188
Commerce Bank
Missouri
$37.9M +$789K +8,476 +2%
KBC Group
189
KBC Group
Belgium
$37.2M +$35.4M +379,982 +1,867%
FIM
190
Foresters Investment Management
New York
$36.9M – – –
Nomura Asset Management
191
Nomura Asset Management
Japan
$36.3M +$2.15M +23,140 +6%
CM
192
CS McKee
Pennsylvania
$35.6M -$2.05M -22,070 -5%
HI
193
Honeywell International
North Carolina
$35M +$9.04M +97,200 +35%
Luther King Capital Management (LKCM)
194
Luther King Capital Management (LKCM)
Texas
$34.9M +$4.78M +51,423 +16%
AIG
195
American International Group
New York
$34.4M -$652K -7,008 -2%
FQ
196
First Quadrant
California
$34.3M – – –
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$34.2M +$549K +5,897 +2%
JAM
198
Jupiter Asset Management
United Kingdom
$34.2M -$2.28M -24,500 -6%
SOMRS
199
State of Michigan Retirement System
Michigan
$34.1M -$233K -2,500 -0.7%
Calamos Advisors
200
Calamos Advisors
Illinois
$33.9M +$91.6K +984 +0.3%
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