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 %
JGC
701
J. Goldman & Co
New York
$1.13M +$1.13M +15,000 New
MVA
702
Mount Vernon Associates
Maryland
$1.13M -$2.25M -29,800 -67%
FCI
703
Financial Counselors Inc
Kansas
$1.12M -$8.16K -108 -0.7%
NCM
704
Nelson Capital Management
California
$1.12M – – –
HI
705
HBK Investments
Texas
$1.12M +$1.12M +14,800 New
SM
706
Stratton Management
Pennsylvania
$1.11M +$102K +1,350 +10%
HCC
707
Hirtle Callaghan & Co
Pennsylvania
$1.1M +$1.1M +14,595 New
Envestnet Asset Management
708
Envestnet Asset Management
Illinois
$1.1M -$765K -10,125 -41%
PRA
709
Parametric Risk Advisors
Connecticut
$1.09M – – –
BHWM
710
Bar Harbor Wealth Management
New Hampshire
$1.09M -$509K -6,745 -32%
SSWM
711
Smith Salley Wealth Management
North Carolina
$1.08M -$113K -1,500 -9%
ACP
712
Aviance Capital Partners
Florida
$1.08M -$22.7K -300 -2%
RB
713
Rodgers Brothers
Pennsylvania
$1.08M -$7.55K -100 -0.7%
FBB
714
Fulton Breakefield Broenniman
Maryland
$1.08M +$60.5K +802 +6%
BVDMP
715
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.07M – – –
AP
716
Advisor Partners
California
$1.07M -$4.46K -59 -0.4%
ANRIA
717
American National Registered Investment Advisor
Texas
$1.06M -$50.6K -670 -5%
GIA
718
GHP Investment Advisors
Colorado
$1.06M +$76 +1 +0%
Capstone Investment Advisors
719
Capstone Investment Advisors
New York
$1.06M +$1.06M +14,035 New
BEAM
720
Baker Ellis Asset Management
Washington
$1.06M -$4.98K -66 -0.5%
CDH
721
Charles D. Hyman
$1.06M +$76 +1 +0%
WB
722
Webster Bank
Connecticut
$1.04M -$129K -1,710 -11%
AAC
723
Asset Advisors Corp
Georgia
$1.04M +$86.9K +1,150 +9%
PH
724
Pinnacle Holdings
Oklahoma
$1.04M -$48.9K -648 -5%
JIM
725
Jupiter Investment Management
United Kingdom
$1.03M -$3.86M -51,100 -79%
27 28
29
30 31