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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 %
LPC
676
Loeb Partners Corp
New York
$1.62M
SCM
677
SKBA Capital Management
California
$1.61M -$490K -5,400 -23%
TBA
678
Tower Bridge Advisors
Pennsylvania
$1.59M
PAM
679
Private Asset Management
California
$1.58M +$18.1K +200 +1%
ISB
680
Iowa State Bank
Iowa
$1.57M -$15.4K -170 -1%
CIM
681
CIM Investment Management
Pennsylvania
$1.57M +$107K +1,180 +7%
BFIM
682
Beese Fulmer Investment Management
Ohio
$1.57M
FAM
683
Fortaleza Asset Management
Illinois
$1.57M -$121K -1,335 -7%
BO
684
BRR OpCo
Ohio
$1.56M -$64.9K -715 -4%
OFS
685
Orrstown Financial Services
Pennsylvania
$1.56M +$97.8K +1,078 +7%
MPA
686
Marvin & Palmer Associates
Delaware
$1.55M -$36.3K -400 -2%
MA
687
Marshwinds Advisory
Georgia
$1.54M -$68K -750 -4%
CAM
688
Columbia Asset Management
Michigan
$1.54M +$1.54M +16,919 New
CI
689
Constellation Investments
Ohio
$1.53M +$99.8K +1,100 +7%
OIA
690
Optimum Investment Advisors
Illinois
$1.53M +$47.4K +522 +3%
WTIM
691
Wilmington Trust Investment Management
Delaware
$1.53M -$90.7K -1,000 -6%
ICRM
692
Insight Capital Research & Management
California
$1.52M +$3.9K +43 +0.3%
WFG
693
Windsor Financial Group
Minnesota
$1.51M
KS
694
Karpas Strategies
Connecticut
$1.51M
CWM
695
Concert Wealth Management
California
$1.5M -$377K -4,150 -20%
KT
696
Kanaly Trust
Texas
$1.5M +$768K +8,468 +105%
III
697
Independent Investors Inc
New York
$1.5M
FCI
698
Financial Counselors Inc
Kansas
$1.49M +$142K +1,564 +11%
WA
699
WFG Advisors
Texas
$1.48M +$8.53K +94 +0.6%
BC
700
Burney Company
Virginia
$1.47M -$22.6K -249 -2%