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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 %
SCM
651
SOL Capital Management
Maryland
$1.41M -$63.6K -842 -4%
CAN
652
Cetera Advisor Networks
California
$1.41M -$57.2K -758 -4%
CC
653
ClearArc Capital
Ohio
$1.41M -$409K -5,410 -23%
FAM
654
Fortaleza Asset Management
Illinois
$1.4M – – –
TF
655
Tompkins Financial
New York
$1.4M -$230K -3,051 -14%
SWM
656
Segment Wealth Management
Texas
$1.4M +$78K +1,033 +6%
RAM
657
RWC Asset Management
United Kingdom
$1.39M -$7.61M -100,797 -85%
FCT
658
Family Capital Trust
Massachusetts
$1.39M – – –
WIL
659
Winifred I. Li
$1.38M +$19.6K +260 +1%
WS
660
Wedbush Securities
California
$1.38M +$20K +265 +1%
DIA
661
Denver Investment Advisors
Colorado
$1.38M – – –
BMC
662
Benin Management Corp
Connecticut
$1.38M -$174K -2,300 -11%
SI
663
Stephens Inc
Arkansas
$1.37M +$36.3K +481 +3%
ICRM
664
Insight Capital Research & Management
California
$1.37M +$54.5K +666 +4%
BO
665
BRR OpCo
Ohio
$1.36M -$129K -1,704 -9%
WTIM
666
Wilmington Trust Investment Management
Delaware
$1.35M – – –
LPC
667
Loeb Partners Corp
New York
$1.34M -$151K -2,000 -10%
MA
668
Marshwinds Advisory
Georgia
$1.34M +$76 +1 +0%
MPA
669
Marvin & Palmer Associates
Delaware
$1.32M -$408K -5,400 -24%
ISB
670
Iowa State Bank
Iowa
$1.32M -$94.8K -1,255 -7%
TBA
671
Tower Bridge Advisors
Pennsylvania
$1.32M – – –
Fuller & Thaler Asset Management
672
Fuller & Thaler Asset Management
California
$1.32M +$196K +2,600 +18%
IT
673
Investors Trust
Texas
$1.31M -$3.88M -51,317 -75%
BFIM
674
Beese Fulmer Investment Management
Ohio
$1.3M – – –
PAM
675
Private Asset Management
California
$1.3M -$113K -1,500 -8%
25 26
27
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