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American Express
AXP

Overview Fund Activity

1,115 hedge funds and large institutions have $67.2B invested in American Express in 2013 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 367 increasing their positions, 487 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+22
Holders Change %
+2.01%
% of All Funds
36.17%
Holding in Top 10
55
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-23.61%
% of All Funds
1.78%
New
80
Increased
367
Reduced
487
Closed
47
Calls
$501M
Puts
$593M
Net Calls
-$91.7M
Net Calls Change
-$12.6M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$334M
2
LPC
Lone Pine Capital
Connecticut
+$191M
3
Citadel Advisors
Citadel Advisors
Florida
+$94.1M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$81.1M
5
JHIU
Janus Henderson Investors US
Colorado
+$81M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$326M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$275M
3
TCIM
TIAA CREF Investment Management
New York
-$244M
4
Norges Bank
Norges Bank
Norway
-$207M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
251
Luther King Capital Management (LKCM)
Texas
$16.9M +$3.1M +41,037 +22%
TAM
252
Tocqueville Asset Management
New York
$16.8M -$4.13M -54,664 -20%
Nomura Holdings
253
Nomura Holdings
Japan
$16.7M +$8.09M +107,080 +94%
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$16.6M -$298K -3,948 -2%
WBC
255
Westpac Banking Corp
Australia
$16.5M -$91.2K -1,208 -0.5%
DCLA
256
Douglas C. Lane & Associates
New York
$16.4M +$66.1K +875 +0.4%
CAM
257
Capstone Asset Management
Texas
$16.2M -$246K -3,254 -1%
VDI
258
Vaughan David Investments
Illinois
$16M -$847K -11,218 -5%
HI
259
Honeywell International
North Carolina
$15.9M – – –
CC
260
Curian Capital
Colorado
$15.8M +$620K +8,210 +4%
PFU
261
Parus Finance (UK)
United Kingdom
$15.8M +$4.59M +60,730 +41%
RHBC
262
R.H. Bluestein & Co
Michigan
$15.7M +$1.67M +22,098 +12%
EB
263
Eastern Bank
Massachusetts
$15M -$551K -7,295 -4%
MIM
264
Martin Investment Management
Florida
$14.9M +$99.3K +1,315 +0.7%
RCM
265
Riverhead Capital Management
Delaware
$14.8M – – –
AT
266
Arvest Trust
Oklahoma
$14.8M -$99.5K -1,317 -0.7%
COPPSERS
267
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$14.3M -$388K -5,135 -3%
PI
268
Putnam Investments
Massachusetts
$14.3M +$12.3K +163 +0.1%
Fidelity International
269
Fidelity International
Bermuda
$14.3M -$235K -3,112 -2%
HNB
270
Huntington National Bank
Ohio
$14.2M -$36.3K -480 -0.3%
WT
271
Whittier Trust
California
$14M -$1.42M -18,787 -9%
RGA
272
Red Granite Advisors
Wisconsin
$13.9M -$201K -2,660 -1%
CIM
273
Confluence Investment Management
Missouri
$13.7M +$2.74M +36,334 +25%
RJA
274
Raymond James & Associates
Florida
$13.6M -$239K -3,171 -2%
LHC
275
Levy Harkins & Co
New York
$13.5M -$471K -6,240 -3%
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