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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 %
OI
201
Oakbrook Investments
Illinois
$31.4M -$9.28M -106,010 -23%
KIG
202
Kovitz Investment Group
Illinois
$31.1M -$141K -1,614 -0.5%
CTB
203
Country Trust Bank
Illinois
$30.8M +$1.9M +21,651 +7%
TPSF
204
Texas Permanent School Fund
Texas
$30.6M -$2.62M -29,978 -8%
MG
205
Markel Group
Virginia
$30.6M – – –
SIM
206
Sprucegrove Investment Management
Ontario, Canada
$30.4M -$718K -8,200 -2%
BFS
207
Bradley Foster & Sargent
Connecticut
$30.4M +$741K +8,466 +2%
TU
208
TDAM USA
Ontario, Canada
$30M -$307K -3,507 -1%
EWM
209
Evercore Wealth Management
New York
$30M +$1.56M +17,851 +6%
Public Sector Pension Investment Board (PSP Investments)
210
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29M -$963K -11,000 -3%
IAM
211
Impax Asset Management
New Hampshire
$28.9M +$1.58K +18 +0%
DWA
212
Douglass Winthrop Advisors
New York
$28.6M +$228K +2,601 +0.8%
ESBC
213
E.S. Barr & Co
Kentucky
$28.4M -$393K -4,495 -1%
Luther King Capital Management (LKCM)
214
Luther King Capital Management (LKCM)
Texas
$28.4M +$2.28M +26,026 +9%
PWLP
215
Prio Wealth Limited Partnership
Massachusetts
$28.3M +$7.78M +88,889 +38%
M&T Bank
216
M&T Bank
New York
$27.7M +$24.7M +282,493 +829%
TSU
217
TD Securities (USA)
New York
$27.6M -$300K -3,431 -1%
National Pension Service
218
National Pension Service
South Korea
$27.3M +$27.3M +311,726 New
PFU
219
Parus Finance (UK)
United Kingdom
$27M +$1.06M +12,053 +4%
Comerica Bank
220
Comerica Bank
Texas
$27M -$1.83M -20,904 -6%
BMO
221
Beck Mack & Oliver
New York
$26.7M -$289K -3,300 -1%
TRSOTSOK
222
Teachers Retirement System of the State of Kentucky
Kentucky
$25.7M -$10.3M -118,000 -29%
CAM
223
Cacti Asset Management
Georgia
$25.6M +$438K +5,000 +2%
AG
224
Aperio Group
California
$25.6M +$1.95M +22,271 +8%
STC
225
SEI Trust Company
Pennsylvania
$25.4M +$3.26M +37,214 +15%
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