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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 %
SIG
676
Sky Investment Group
Connecticut
$1.27M +$1.27M +16,789 New
CP
677
Cumberland Partners
Ontario, Canada
$1.26M -$68K -900 -5%
WFG
678
Windsor Financial Group
Minnesota
$1.26M – – –
KS
679
Karpas Strategies
Connecticut
$1.25M – – –
III
680
Independent Investors Inc
New York
$1.25M -$30.2K -400 -2%
BC
681
Burney Company
Virginia
$1.24M +$16.6K +220 +1%
GJIC
682
Gamble Jones Investment Counsel
California
$1.24M -$46.8K -620 -4%
OIA
683
Optimum Investment Advisors
Illinois
$1.23M +$1.23M +16,323 New
WA
684
WFG Advisors
Texas
$1.22M -$113K -1,498 -8%
CIM
685
CIM Investment Management
Pennsylvania
$1.22M – – –
BC
686
Barnett & Company
Tennessee
$1.22M +$17.4K +230 +1%
OFS
687
Orrstown Financial Services
Pennsylvania
$1.22M +$46.8K +620 +4%
CI
688
Constellation Investments
Ohio
$1.19M +$37.8K +500 +3%
FWCM
689
Ferguson Wellman Capital Management
Oregon
$1.19M +$204K +2,700 +21%
FIM
690
Fruth Investment Management
Texas
$1.18M +$47.9K +635 +4%
PIA
691
Piedmont Investment Advisors
North Carolina
$1.18M – – –
TBNY
692
Trustco Bank (New York)
New York
$1.18M +$144K +1,900 +14%
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.18M +$8.38K +111 +0.7%
FMBTD
694
First Midwest Bank Trust Division
Illinois
$1.17M -$4.91K -65 -0.4%
VAM
695
Visium Asset Management
New York
$1.14M -$339K -4,486 -23%
Mackenzie Financial
696
Mackenzie Financial
Ontario, Canada
$1.14M -$65.7K -870 -5%
SACTSONJ
697
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.14M – – –
ALA
698
Atherton Lane Advisers
California
$1.14M +$3.1K +41 +0.3%
CBB
699
Citizens Business Bank
California
$1.14M -$151K -2,000 -12%
RC
700
RBF Capital
California
$1.13M – – –
26 27
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