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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 %
GIM
601
Guardian Investment Management
California
$1.82M – – –
NCMG
602
NCM Capital Management Group
North Carolina
$1.81M +$37.8K +500 +2%
DADC
603
D.A. Davidson & Co
Montana
$1.81M -$93.6K -1,242 -5%
PGFC
604
Peapack-Gladstone Financial Corp
New Jersey
$1.81M +$782K +10,350 +76%
BA
605
Birinyi Associates
Connecticut
$1.8M +$75.5K +1,000 +4%
FT
606
Fiduciary Trust
Massachusetts
$1.8M -$18.9K -250 -1%
ATC
607
Argent Trust Company
Louisiana
$1.8M – – –
PAM
608
PartnerRe Asset Management
Connecticut
$1.79M -$297K -3,932 -14%
DCM
609
Dialectic Capital Management
Connecticut
$1.78M -$85.1K -1,127 -5%
BWP
610
Baldwin Wealth Partners
Massachusetts
$1.76M -$73K -967 -4%
ACM
611
Alpha Capital Management
Texas
$1.75M -$57.9K -767 -3%
SCM
612
SKBA Capital Management
California
$1.75M -$838K -11,100 -32%
HFS
613
HL Financial Services
Kentucky
$1.73M +$8.08K +107 +0.5%
HAM
614
Highstreet Asset Management
Ontario, Canada
$1.73M -$121K -1,600 -7%
WSCM
615
Wellington Shields Capital Management
New York
$1.72M +$98.2K +1,300 +6%
SIG
616
Schooner Investment Group
Pennsylvania
$1.71M +$1.71M +22,500 New
M&T Bank
617
M&T Bank
New York
$1.7M +$21.6K +286 +1%
WOC
618
West Oak Capital
California
$1.69M +$15.1K +200 +0.9%
NAMA
619
Nikko Asset Management Americas
New York
$1.69M -$106K -1,400 -6%
TAS
620
TIFF Advisory Services
Pennsylvania
$1.65M – – –
OWD
621
Osborn Williams & Donohoe
Ohio
$1.65M +$13.2K +175 +0.8%
ECM
622
Everence Capital Management
Indiana
$1.65M – – –
LTFS
623
Ladenburg Thalmann Financial Services
Florida
$1.65M -$48.8K -644 -3%
GF
624
Gerstein Fisher
New York
$1.65M +$11.6K +153 +0.7%
AO
625
Allen Operations
New York
$1.63M – – –
23 24
25
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