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American Express

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
Name Holding Trade Value Shares
Change
Shares
Change %
RC
601
Roundview Capital
New Jersey
$2.29M -$20K -220 -0.9%
GIP
602
Greatmark Investment Partners
Georgia
$2.28M
GIM
603
Grassi Investment Management
California
$2.26M
PL
604
Perpetual Ltd
Australia
$2.25M -$24.9K -275 -1%
FWIA
605
Fort Washington Investment Advisors
Ohio
$2.24M -$165K -1,818 -7%
WRM
606
Westport Resources Management
Connecticut
$2.24M +$35.8K +395 +2%
Northwestern Mutual Wealth Management
607
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$379K +4,178 +20%
SIG
608
Schooner Investment Group
Pennsylvania
$2.24M +$224K +2,500 +11%
AB
609
Amalgamated Bank
New York
$2.23M -$21.4K -236 -0.9%
TCM
610
Twin Capital Management
Pennsylvania
$2.23M -$45.4K -500 -2%
WCA
611
Waratah Capital Advisors
Ontario, Canada
$2.2M +$2.2M +24,200 New
BWP
612
Baldwin Wealth Partners
Massachusetts
$2.19M +$71.4K +787 +3%
BAS
613
Brown Advisory Securities
Maryland
$2.18M -$14.4K -159 -0.7%
MIM
614
Midwest Investment Management
Ohio
$2.18M -$72.6K -800 -3%
ACM
615
Alpha Capital Management
Texas
$2.17M +$65.3K +720 +3%
Creative Planning
616
Creative Planning
Kansas
$2.17M +$211K +2,329 +11%
BA
617
Birinyi Associates
Connecticut
$2.16M
GIM
618
Guardian Investment Management
California
$2.16M
ATC
619
Argent Trust Company
Louisiana
$2.16M
FT
620
Fiduciary Trust
Massachusetts
$2.15M -$11.3K -125 -0.5%
DSI
621
Daiwa SB Investments
Japan
$2.13M -$62.6K -690 -3%
HFS
622
HL Financial Services
Kentucky
$2.12M +$32.4K +357 +2%
GA
623
GFS Advisors
Texas
$2.11M -$1.81M -20,000 -46%
UCFA
624
United Capital Financial Advisors
Texas
$2.09M -$646K -7,123 -24%
FB
625
Fulton Bank
Pennsylvania
$2.09M +$128K +1,415 +7%