AXP icon

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 %
TU
201
TDAM USA
Ontario, Canada
$32.9M -$392K -4,134 -1%
Public Sector Pension Investment Board (PSP Investments)
202
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.5M +$775K +8,168 +2%
FQ
203
First Quadrant
California
$32.5M -$522K -5,500 -2%
BFS
204
Bradley Foster & Sargent
Connecticut
$32.2M +$326K +3,436 +1%
Cohen & Steers
205
Cohen & Steers
New York
$32.2M +$2.72M +28,700 +9%
Natixis Advisors
206
Natixis Advisors
Massachusetts
$31.9M +$1.73M +18,201 +6%
SG Americas Securities
207
SG Americas Securities
New York
$31.8M -$29.4M -309,377 -48%
BPC
208
Banque Pictet & Cie
Switzerland
$31.6M +$23.8M +250,381 +301%
JPMPWA
209
J.P. Morgan Private Wealth Advisors
California
$31.4M +$1.66M +17,479 +6%
IAM
210
Impax Asset Management
New Hampshire
$31.4M -$958K -10,103 -3%
CTB
211
Country Trust Bank
Illinois
$31.3M +$31.3M +329,707 New
ESBC
212
E.S. Barr & Co
Kentucky
$31.2M -$129K -1,363 -0.4%
Comerica Bank
213
Comerica Bank
Texas
$31.2M -$7.95M -83,817 -20%
DWA
214
Douglass Winthrop Advisors
New York
$30.8M +$28.5K +300 +0.1%
EWM
215
Evercore Wealth Management
New York
$30.8M +$1.42M +15,016 +5%
TSU
216
TD Securities (USA)
New York
$30.2M +$1.74M +18,383 +6%
BMO
217
Beck Mack & Oliver
New York
$29.2M -$592K -6,243 -2%
BCM
218
Barometer Capital Management
Ontario, Canada
$28.8M +$28.8M +303,400 New
RCM
219
Riverhead Capital Management
Delaware
$28.4M -$23.2K -245 -0.1%
Luther King Capital Management (LKCM)
220
Luther King Capital Management (LKCM)
Texas
$28.3M +$1.16M +12,235 +4%
PFU
221
Parus Finance (UK)
United Kingdom
$28.1M +$7.95M +83,754 +39%
TBC
222
Tweedy, Browne Co
Connecticut
$27.5M -$74.2K -782 -0.3%
CAM
223
Cacti Asset Management
Georgia
$27.3M – – –
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$27.1M +$2.35M +24,805 +10%
MA
225
MUFG Americas
New York
$27.1M -$1.67M -17,589 -6%
7 8
9
10 11