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American Express
AXP

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.66B
2
American Century Companies
2
American Century Companies
Missouri
$345M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$154M
4
UBS AM
4
UBS AM
Illinois
$475M
5
State Street
5
State Street
Massachusetts
$4.07B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$554M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$695M
3
LPC
3
Lone Pine Capital
Connecticut
$399M
4
DSA
4
Davis Selected Advisers
Arizona
$3.25B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Montag & Caldwell
Georgia
$260M -$14M -153,857 -5%
Invesco
52
Invesco
Georgia
$256M -$27.1M -298,540 -10%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$241M +$21.7M +239,489 +10%
Loomis, Sayles & Company
54
Loomis, Sayles & Company
Massachusetts
$239M +$5.28M +58,177 +2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$226M -$18.2M -202,935 -7%
TG
56
TCW Group
California
$222M -$5.42M -59,687 -2%
CS
57
Credit Suisse
Switzerland
$221M +$19.2M +211,669 +10%
RFC
58
Russell Frank Company
Washington
$203M -$5.45M -60,813 -3%
GF
59
Gabelli Funds
New York
$201M -$2.45M -27,000 -1%
Fayez Sarofim & Co
60
Fayez Sarofim & Co
Texas
$191M +$191M +2,103,856 New
BlackRock
61
BlackRock
New York
$185M +$7.34M +80,869 +4%
FI
62
Focused Investors
California
$184M -$81.7K -900 -0%
Charles Schwab
63
Charles Schwab
California
$177M +$298K +3,285 +0.2%
ClearBridge Investments
64
ClearBridge Investments
New York
$177M +$6.36M +70,093 +4%
Allianz Asset Management
65
Allianz Asset Management
Germany
$174M +$5.03M +55,396 +3%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$173M -$8.08M -89,072 -4%
HL
67
Harding Loevner
New Jersey
$172M +$4.88M +53,825 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
68
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$168M -$15.7M -172,600 -9%
LBG
69
Lloyds Banking Group
United Kingdom
$160M -$1.08M -11,907 -0.7%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$158M +$44.4M +489,000 +39%
Barclays
71
Barclays
United Kingdom
$157M +$51.8M +575,752 +49%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$156M +$1.07M +11,800 +0.7%
Alkeon Capital Management
73
Alkeon Capital Management
New York
$154M +$154M +1,700,000 New
FPP
74
Findlay Park Partners
United Kingdom
$152M – – –
TP
75
Theleme Partners
United Kingdom
$151M -$9.53M -105,000 -6%
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