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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 %
PIM
776
Penobscot Investment Management
Massachusetts
$777K -$7.55K -100 -1%
AIM
777
Aspen Investment Management
Michigan
$777K – – –
CM
778
Churchill Management
California
$771K +$107K +1,414 +16%
JIC
779
Joel Isaacson & Co
New York
$766K +$50.3K +666 +7%
KFS
780
KMS Financial Services
Washington
$757K +$20.1K +266 +3%
SOAMC
781
Spirit of America Management Corp
New York
$755K – – –
JWM
782
Jacobus Wealth Management
Wisconsin
$752K -$377 -5 -0.1%
GC
783
Grimes & Company
Massachusetts
$742K +$34.4K +455 +5%
PMG
784
ProVise Management Group
Florida
$740K +$49.9K +660 +7%
DMC
785
Drexel Morgan & Co
Pennsylvania
$735K +$407K +5,383 +124%
FCH
786
Freestone Capital Holdings
Washington
$725K -$25.6K -339 -3%
LIM
787
Leavell Investment Management
Alabama
$723K – – –
ECM
788
Endex Capital Management
Kansas
$719K – – –
RG
789
Rathbones Group
United Kingdom
$717K – – –
HTI
790
Hikari Tsushin Inc
Japan
$717K – – –
YL
791
YCG LLC
Texas
$717K – – –
CCMG
792
Clark Capital Management Group
Pennsylvania
$705K +$35.6K +471 +5%
BTNA
793
Bremer Trust National Association
Minnesota
$704K +$68.6K +908 +11%
FBT
794
Founders Bank & Trust
Michigan
$697K -$1.36K -18 -0.2%
ONB
795
Old National Bancorp
Indiana
$695K -$30.2K -400 -4%
AFC
796
AFT Forsyth & Company
Florida
$693K – – –
MCM
797
Manchester Capital Management
Vermont
$690K -$18.7K -247 -3%
JFGIW
798
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$682K -$67.6K -895 -9%
BCM
799
Bares Capital Management
Texas
$682K – – –
BSW
800
Buckingham Strategic Wealth
Missouri
$681K +$10.1K +134 +2%
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