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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.

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

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$554M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$695M
3
LPC
3
Lone Pine Capital
Connecticut
$399M
4
DSA
4
Davis Selected Advisers
Arizona
$3.25B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$554M -$290M -3,198,124 -34%
TCIM
27
TIAA CREF Investment Management
New York
$510M -$90.3M -995,306 -15%
UBS AM
28
UBS AM
Illinois
$475M +$152M +1,678,377 +47%
Ameriprise
29
Ameriprise
Minnesota
$444M -$22.8M -251,846 -5%
Lazard Asset Management
30
Lazard Asset Management
New York
$440M +$7.11M +78,338 +2%
Winslow Capital Management
31
Winslow Capital Management
Minnesota
$432M -$12.4M -136,610 -3%
MAM
32
Magellan Asset Management
Australia
$423M +$17.1M +188,899 +4%
LPC
33
Lone Pine Capital
Connecticut
$399M -$168M -1,851,640 -30%
Artisan Partners
34
Artisan Partners
Wisconsin
$397M +$14.7M +161,924 +4%
IIS
35
Ignis Investment Services
United Kingdom
$396M +$396M +436,568 New
EVM
36
Eaton Vance Management
Massachusetts
$379M -$40.3M -444,508 -10%
Legal & General Group
37
Legal & General Group
United Kingdom
$376M -$5.02M -55,275 -1%
Morgan Stanley
38
Morgan Stanley
New York
$370M -$5.58M -61,462 -1%
American Century Companies
39
American Century Companies
Missouri
$345M +$213M +2,345,781 +161%
Goldman Sachs
40
Goldman Sachs
New York
$335M -$9.91M -109,190 -3%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$333M +$12.1M +132,962 +4%
GI
42
GAMCO Investors
Connecticut
$309M -$7.98M -87,972 -3%
MAA
43
Managed Account Advisors
New Jersey
$307M -$22.4M -247,058 -7%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$296M -$7.8M -85,952 -3%
Franklin Resources
45
Franklin Resources
California
$288M -$9.79M -107,969 -3%
BIM
46
BlackRock Investment Management
Delaware
$267M -$5.65M -62,267 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$267M +$32.6M +366,663 +14%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$266M -$118M -1,298,685 -31%
Deutsche Bank
49
Deutsche Bank
Germany
$264M -$69M -760,648 -21%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$261M -$16.3M -180,100 -6%
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