AXP icon

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 %
FB
626
Fulton Bank
Pennsylvania
$1.63M +$48.2K +638 +3%
Creative Planning
627
Creative Planning
Kansas
$1.63M +$183K +2,420 +13%
CCT
628
Chemung Canal Trust
New York
$1.62M +$19.2K +254 +1%
BBA
629
BLB&B Advisors
Pennsylvania
$1.62M -$7.55K -100 -0.5%
FNT
630
First National Trust
Pennsylvania
$1.61M +$25.1K +333 +2%
MCM
631
Munder Capital Management
Michigan
$1.6M -$90.6K -1,200 -5%
IMOV
632
Investment Management of Virginia
Virginia
$1.59M -$18.5K -245 -1%
BC
633
Brinker Capital
Pennsylvania
$1.59M +$97.9K +1,297 +7%
BOS
634
Bank of Stockton
California
$1.57M +$174K +2,305 +13%
NA
635
Navellier & Associates
Nevada
$1.56M +$113K +1,500 +8%
RMCM
636
Reynders McVeigh Capital Management
Massachusetts
$1.56M +$20.5K +272 +1%
SBWM
637
Sunflower Bank Wealth Management
Arizona
$1.56M – – –
CWM
638
Concert Wealth Management
California
$1.55M +$380K +5,065 +32%
Northwestern Mutual Wealth Management
639
Northwestern Mutual Wealth Management
Wisconsin
$1.55M -$143K -1,889 -8%
FA
640
FMA Advisory
Pennsylvania
$1.54M +$23.1K +306 +2%
PCM
641
Princeton Capital Management
New Jersey
$1.51M -$36.8K -487 -2%
CT
642
Coastline Trust
Rhode Island
$1.49M -$57.8K -765 -4%
FNB
643
First Niagara Bank
New York
$1.49M +$230K +3,049 +18%
HCM
644
Howland Capital Management
Massachusetts
$1.49M +$1.49M +19,677 New
QBFM
645
QS Batterymarch Financial Management
New York
$1.48M -$87.8K -1,162 -6%
LNWWM
646
Laird Norton Wetherby Wealth Management
California
$1.48M +$58.2K +770 +4%
PFS
647
Penseco Financial Services
Pennsylvania
$1.48M -$21.8K -289 -1%
CCM
648
Condor Capital Management
New Jersey
$1.45M -$52.6K -696 -3%
LC
649
Lourd Capital
California
$1.44M – – –
DekaBank Deutsche Girozentrale
650
DekaBank Deutsche Girozentrale
Germany
$1.41M -$479K -6,390 -25%
24 25
26
27 28