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American Express
AXP

Overview Fund Activity

1,205 hedge funds and large institutions have $80.9B invested in American Express in 2013 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 356 increasing their positions, 517 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,205
Holders Change
+90
Holders Change %
+8.07%
% of All Funds
35%
Holding in Top 10
86
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+56.36%
% of All Funds
2.5%
New
151
Increased
356
Reduced
517
Closed
50
Calls
$701M
Puts
$833M
Net Calls
-$132M
Net Calls Change
-$40.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.66B
2
American Century Companies
American Century Companies
Missouri
$345M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$154M
4
UBS AM
UBS AM
Illinois
$475M
5
State Street
State Street
Massachusetts
$4.07B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$554M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$695M
3
LPC
Lone Pine Capital
Connecticut
$399M
4
DSA
Davis Selected Advisers
Arizona
$3.25B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
276
Ontario Teachers' Pension Plan Board
Ontario, Canada
$16.4M -$4.1M -45,202 -20%
ID
277
Integral Derivatives
New York
$16.4M +$16.4M +180,651 New
TAM
278
Tocqueville Asset Management
New York
$16.3M -$3.92M -43,155 -19%
ARC
279
Absolute Return Capital
Massachusetts
$16.2M -$12.5M -137,853 -44%
COPPSERS
280
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16M -$1.24M -13,644 -7%
LHC
281
Levy Harkins & Co
New York
$15.9M -$369K -4,070 -2%
RCM
282
Riverhead Capital Management
Delaware
$15.7M -$2M -22,088 -11%
DILH
283
Dai-ichi Life Holdings
Japan
$15.6M +$1.37M +15,146 +10%
H
284
Hexavest
Quebec, Canada
$15.5M +$15.5M +170,558 +29,975%
WT
285
Wilmington Trust
Delaware
$15.5M +$249K +2,745 +2%
URS
286
Utah Retirement Systems
Utah
$15.3M – – –
SAM
287
Strategy Asset Managers
California
$14.7M +$10.2K +112 +0.1%
Macquarie Group
288
Macquarie Group
Australia
$14.2M +$1.07M +11,802 +8%
FBA
289
Front Barnett Associates
Illinois
$14.1M -$61.8K -681 -0.4%
FP
290
Foundry Partners
Minnesota
$13.9M +$13.9M +153,703 New
SBWIC
291
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.8M -$420K -4,625 -3%
ECA
292
Endeavour Capital Advisors
Connecticut
$13.8M – – –
ICM
293
ICC Capital Management
Florida
$13.4M +$10.4M +115,121 +356%
OPERF
294
Oregon Public Employees Retirement Fund
Oregon
$13M +$1.57M +17,300 +14%
WAM
295
World Asset Management
Michigan
$13M -$2.23M -24,574 -15%
OPCM
296
Osborne Partners Capital Management
California
$12.9M +$15K +165 +0.1%
WAM
297
Winslow Asset Management
Ohio
$12.7M -$684K -7,537 -5%
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$12.7M -$1.22M -13,489 -9%
HighTower Advisors
299
HighTower Advisors
Illinois
$12.5M +$1.89M +20,824 +18%
ANI
300
American National Insurance
Texas
$12.2M – – –
10 11
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