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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 %
KIG
201
Kovitz Investment Group
Illinois
$31.7M -$6.5M -88,372 -17%
TU
202
TDAM USA
Ontario, Canada
$31.6M -$3.48M -38,675 -10%
MG
203
Markel Group
Virginia
$31.4M -$315K -3,500 -1%
FQ
204
First Quadrant
California
$31.3M -$324K -3,601 -1%
DAM
205
Davis Asset Management
California
$31M +$2.52M +28,000 +9%
IAM
206
Impax Asset Management
New Hampshire
$30.7M +$40.9K +454 +0.1%
BFS
207
Bradley Foster & Sargent
Connecticut
$30.2M -$712K -7,909 -2%
Public Sector Pension Investment Board (PSP Investments)
208
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.1M -$720K -8,000 -2%
SCM
209
Stevens Capital Management
Pennsylvania
$30M +$30M +332,999 New
ESBC
210
E.S. Barr & Co
Kentucky
$29.8M -$459K -5,100 -2%
DWA
211
Douglass Winthrop Advisors
New York
$29.2M +$686K +7,625 +2%
Natixis Advisors
212
Natixis Advisors
Massachusetts
$28.6M -$1.57M -17,429 -5%
BMO
213
Beck Mack & Oliver
New York
$28.3M -$378K -4,200 -1%
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$28.2M +$3.15M +35,005 +13%
Cohen & Steers
215
Cohen & Steers
New York
$27.9M -$1.66M -18,400 -6%
EWM
216
Evercore Wealth Management
New York
$27.9M -$1.12M -12,469 -4%
Korea Investment Corp
217
Korea Investment Corp
South Korea
$27.5M -$22.2M -247,000 -45%
MA
218
MUFG Americas
New York
$27.3M +$1.02M +11,314 +4%
TSU
219
TD Securities (USA)
New York
$27M -$2.27M -25,169 -8%
Fiera Capital (Canada)
220
Fiera Capital (Canada)
Quebec, Canada
$27M -$8.19M -91,013 -23%
RCM
221
Riverhead Capital Management
Delaware
$27M +$11.4M +126,137 +73%
TBC
222
Tweedy, Browne Co
Connecticut
$26.2M -$49.5K -550 -0.2%
CAM
223
Cacti Asset Management
Georgia
$25.9M +$1.78M +19,755 +7%
Luther King Capital Management (LKCM)
224
Luther King Capital Management (LKCM)
Texas
$25.7M +$3.1M +34,447 +14%
FAF
225
Fjarde Ap-fonden
Sweden
$25.4M +$825K +9,160 +3%
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