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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 %
Korea Investment Corp
201
Korea Investment Corp
South Korea
$33.9M -$1.21M -13,000 -3%
ERSOT
202
Employees Retirement System of Texas
Texas
$33.7M -$1.04M -11,200 -3%
RG
203
Renaissance Group
Kentucky
$33.4M -$1.48M -15,905 -4%
WBC
204
Westpac Banking Corp
Australia
$33.2M +$9.08M +97,635 +38%
CTB
205
Country Trust Bank
Illinois
$32.8M +$132K +1,424 +0.4%
KIG
206
Kovitz Investment Group
Illinois
$32.8M -$339K -3,639 -1%
EWM
207
Evercore Wealth Management
New York
$32.6M +$776K +8,338 +2%
ESBC
208
E.S. Barr & Co
Kentucky
$32.6M +$2.37M +25,522 +8%
MG
209
Markel Group
Virginia
$32.5M – – –
BFS
210
Bradley Foster & Sargent
Connecticut
$32.4M +$32.7K +351 +0.1%
OI
211
Oakbrook Investments
Illinois
$32.3M -$1.01M -10,815 -3%
TU
212
TDAM USA
Ontario, Canada
$31.7M -$261K -2,805 -0.8%
TPSF
213
Texas Permanent School Fund
Texas
$31.5M -$1.04M -11,201 -3%
TSU
214
TD Securities (USA)
New York
$31.4M +$2.15M +23,068 +7%
SIM
215
Sprucegrove Investment Management
Ontario, Canada
$31.4M -$996K -10,700 -3%
PWLP
216
Prio Wealth Limited Partnership
Massachusetts
$31.1M +$1.05M +11,240 +3%
DWA
217
Douglass Winthrop Advisors
New York
$30.8M +$386K +4,152 +1%
IAM
218
Impax Asset Management
New Hampshire
$30.7M +$372 +4 +0%
WG
219
Winton Group
United Kingdom
$30.2M -$7.62M -81,898 -20%
M&T Bank
220
M&T Bank
New York
$30.1M +$658K +7,077 +2%
OCAM
221
Onex Canada Asset Management
Ontario, Canada
$29.8M +$10.6M +114,055 +55%
CAM
222
Cacti Asset Management
Georgia
$29.5M +$2.19M +23,590 +8%
Jacobs Levy Equity Management
223
Jacobs Levy Equity Management
New Jersey
$29.2M -$10.7M -115,490 -27%
PFU
224
Parus Finance (UK)
United Kingdom
$29M +$285K +3,060 +1%
HC
225
Hosking & Co
Ireland
$28.8M +$28.8M +309,435 New
7 8
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