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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
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 %
CBU
751
CIBC Bank USA
Illinois
$896K -$1.88M -24,920 -68%
TC
752
Taylor Cottrill
New Hampshire
$890K -$7.55K -100 -0.8%
CCM
753
Cai Capital Management
New York
$885K -$724K -9,596 -45%
B
754
BancorpSouth
Mississippi
$876K -$64.4K -853 -7%
TCOTO
755
Trust Company of the Ozarks
Missouri
$873K – – –
GLI
756
Guardian Life Insurance
New York
$864K -$9.36K -124 -1%
TCOV
757
Trust Company of Vermont
Vermont
$857K +$51.9K +688 +6%
LA
758
Lau Associates
Delaware
$853K -$45.3K -600 -5%
RIM
759
Regent Investment Management
Kentucky
$845K +$425K +5,625 +101%
NAM
760
NorthCoast Asset Management
Connecticut
$843K +$843K +11,160 New
KCM
761
Kornitzer Capital Management
Kansas
$836K +$3.4K +45 +0.4%
ACI
762
Advance Capital I
Michigan
$831K -$113K -1,500 -12%
OMCS
763
Old Mutual Customised Solutions
South Africa
$831K – – –
WA
764
WBH Advisory
Maryland
$831K +$8.98K +119 +1%
GIP
765
Granite Investment Partners
California
$816K – – –
WP
766
WMS Partners
Maryland
$808K – – –
CCC
767
Chelsea Counsel Company
California
$808K +$13.4K +177 +2%
WJA
768
Williams Jones & Associates
New York
$807K +$132K +1,750 +20%
FA
769
FDx Advisors
Illinois
$802K -$76.9K -1,018 -9%
BCM
770
Bluefin Capital Management
New York
$800K +$191K +2,522 +31%
FBC
771
Fairfield, Bush & Co
Connecticut
$792K -$425K -5,635 -35%
Jane Street
772
Jane Street
New York
$790K -$642K -8,512 -45%
CM
773
Castleark Management
Illinois
$785K -$263K -3,000 -25%
FSC
774
Fiduciary Services Corp
Georgia
$784K – – –
PTC
775
Private Trust Company
Ohio
$783K +$18.6K +247 +2%
29 30
31
32 33