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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 %
Bank of Nova Scotia
751
Bank of Nova Scotia
Ontario, Canada
$1.17M +$41.2K +454 +4%
BAM
752
Berkshire Asset Management
Pennsylvania
$1.16M +$1.16M +12,812 New
HCM
753
Hilton Capital Management
New York
$1.16M
NPC
754
National Planning Corporation
California
$1.16M +$21.4K +237 +2%
WP
755
WMS Partners
Maryland
$1.15M +$181K +2,000 +19%
TIM
756
Thompson Investment Management
Wisconsin
$1.15M -$8.17K -90 -0.7%
FBB
757
Fulton Breakefield Broenniman
Maryland
$1.15M -$143K -1,575 -11%
LIM
758
Leavell Investment Management
Alabama
$1.15M +$280K +3,080 +32%
CNAM
759
Campbell Newman Asset Management
Wisconsin
$1.14M -$3.63K -40 -0.3%
BFC
760
Blue Fin Capital
Rhode Island
$1.14M +$1.14M +12,538 New
TFF
761
Timothy F. Fidgeon
$1.13M
ST
762
Semper Trust
Pennsylvania
$1.13M
JIM
763
Jupiter Investment Management
United Kingdom
$1.13M -$118K -1,300 -9%
TCOV
764
Trust Company of Vermont
Vermont
$1.12M +$93.8K +1,034 +9%
KIA
765
Kopp Investment Advisors
Minnesota
$1.12M -$40.4K -445 -3%
KF
766
Kopp Funds
Wisconsin
$1.12M +$1.12M +12,362 New
FMWA
767
Forvis Mazars Wealth Advisors
Missouri
$1.12M +$552K +6,088 +97%
CLOS
768
Compagnie Lombard Odier SCmA
Switzerland
$1.1M +$1.1M +12,166 New
EHC
769
Everett Harris & Co
California
$1.09M +$545K +6,000 +99%
CM
770
Castleark Management
Illinois
$1.09M +$272K +3,000 +33%
JWM
771
Jacobus Wealth Management
Wisconsin
$1.08M +$180K +1,988 +20%
CCC
772
Chelsea Counsel Company
California
$1.06M +$90.9K +1,002 +9%
WJA
773
Williams Jones & Associates
New York
$1.06M +$90.8K +1,000 +9%
TC
774
Taylor Cottrill
New Hampshire
$1.05M -$22.7K -250 -2%
ELC
775
Edgar Lomax Company
Virginia
$1.04M -$23.5M -258,853 -96%