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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 %
BC
701
Barnett & Company
Tennessee
$1.44M -$22.7K -250 -2%
TBNY
702
Trustco Bank (New York)
New York
$1.43M +$9.07K +100 +0.6%
FWCM
703
Ferguson Wellman Capital Management
Oregon
$1.42M -$9.07K -100 -0.6%
LWCFA
704
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$10.4K -115 -0.7%
FMBTD
705
First Midwest Bank Trust Division
Illinois
$1.41M
FIM
706
Fruth Investment Management
Texas
$1.4M -$18.1K -200 -1%
RBA
707
Richard Bernstein Advisors
New York
$1.4M +$223K +2,454 +19%
ALA
708
Atherton Lane Advisers
California
$1.37M
SACTSONJ
709
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M
CBB
710
Citizens Business Bank
California
$1.37M +$635 +7 +0%
RC
711
RBF Capital
California
$1.36M
PI
712
Pettee Investors
Connecticut
$1.36M +$1.36M +15,000 New
ECML
713
Eagle Capital Management (Louisiana)
Louisiana
$1.36M +$1.36M +15,005 New
GJIC
714
Gamble Jones Investment Counsel
California
$1.36M -$133K -1,470 -9%
NCM
715
Nelson Capital Management
California
$1.34M
BC
716
Banced Corp
Illinois
$1.34M +$109K +1,200 +9%
Mackenzie Financial
717
Mackenzie Financial
Ontario, Canada
$1.34M -$31.7K -349 -2%
MVA
718
Mount Vernon Associates
Maryland
$1.33M -$20.4K -225 -2%
SM
719
Stratton Management
Pennsylvania
$1.33M
HCC
720
Hirtle Callaghan & Co
Pennsylvania
$1.32M
AP
721
Advisor Partners
California
$1.32M +$39.5K +436 +3%
NAM
722
North American Management
Massachusetts
$1.32M +$1.32M +14,500 New
SSWM
723
Smith Salley Wealth Management
North Carolina
$1.31M +$3.72K +41 +0.3%
ACP
724
Aviance Capital Partners
Florida
$1.3M
RB
725
Rodgers Brothers
Pennsylvania
$1.29M