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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
1
AllianceBernstein
Tennessee
$702M
2
LPC
2
Lone Pine Capital
Connecticut
$472M
3
Citadel Advisors
3
Citadel Advisors
Florida
$96.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$103M
5
JHIU
5
Janus Henderson Investors US
Colorado
$465M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$287M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.69B
3
TCIM
3
TIAA CREF Investment Management
New York
$500M
4
Norges Bank
4
Norges Bank
Norway
$527M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$199M +$2.26M +29,861 +1%
MCM
52
Marsico Capital Management
Colorado
$196M -$60.1M -795,911 -23%
Loomis, Sayles & Company
53
Loomis, Sayles & Company
Massachusetts
$194M +$69.8M +924,557 +56%
TG
54
TCW Group
California
$190M -$3.06M -40,544 -2%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$183M +$34.4M +455,139 +23%
RFC
56
Russell Frank Company
Washington
$176M -$10.3M -136,733 -6%
GF
57
Gabelli Funds
New York
$169M -$2.32M -30,700 -1%
CS
58
Credit Suisse
Switzerland
$168M -$68.1M -902,262 -29%
SF
59
Sarofim Fayez
Texas
$162M +$162M +2,144,402 New
Caisse de Depot et Placement du Quebec (CDPQ)
60
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$153M +$7.99M +105,800 +6%
FI
61
Focused Investors
California
$153M +$6.17M +81,700 +4%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$151M -$7.56M -100,079 -5%
Charles Schwab
63
Charles Schwab
California
$148M +$2.42M +31,847 +2%
BlackRock
64
BlackRock
New York
$148M +$4.02M +53,216 +3%
ClearBridge Investments
65
ClearBridge Investments
New York
$142M +$5.94M +78,717 +4%
Allianz Asset Management
66
Allianz Asset Management
Germany
$141M +$2.29M +30,263 +2%
HL
67
Harding Loevner
New Jersey
$139M +$11.9M +157,055 +9%
LBG
68
Lloyds Banking Group
United Kingdom
$134M -$22.9M -303,195 -15%
TP
69
Theleme Partners
United Kingdom
$134M -$26.6M -352,000 -17%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$131M -$4.07M -53,871 -3%
JWBC
71
John W. Bristol & Co
New York
$129M -$11.5M -152,444 -8%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$129M +$3.97M +52,621 +3%
FPP
73
Findlay Park Partners
United Kingdom
$127M – – –
PPA
74
Parametric Portfolio Associates
Washington
$126M -$4.26M -56,402 -3%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$122M -$4.69M -62,106 -4%
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