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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 %
PMG
776
ProVise Management Group
Florida
$1.03M +$145K +1,600 +16%
WA
777
WBH Advisory
Maryland
$1.03M +$34K +375 +3%
B
778
BancorpSouth
Mississippi
$1.03M -$24K -264 -2%
LRPA
779
L. Roy Papp & Associates
Arizona
$1.03M -$117K -1,291 -10%
LA
780
Lau Associates
Delaware
$1.03M
NAM
781
NorthCoast Asset Management
Connecticut
$1.01M
RIM
782
Regent Investment Management
Kentucky
$999K -$16.3K -180 -2%
OMCS
783
Old Mutual Customised Solutions
South Africa
$998K
KFS
784
KMS Financial Services
Washington
$994K +$84.8K +935 +9%
GIP
785
Granite Investment Partners
California
$980K
TCOTO
786
Trust Company of the Ozarks
Missouri
$972K -$77.1K -850 -7%
LIA
787
LS Investment Advisors
Michigan
$952K +$473K +5,218 +99%
KCM
788
Kornitzer Capital Management
Kansas
$941K -$63.5K -700 -6%
GC
789
Grimes & Company
Massachusetts
$939K +$47K +518 +5%
AIM
790
Aspen Investment Management
Michigan
$934K +$454 +5 +0%
FSC
791
Fiduciary Services Corp
Georgia
$933K -$9.07K -100 -1%
PIM
792
Penobscot Investment Management
Massachusetts
$925K -$9.07K -100 -1%
JIC
793
Joel Isaacson & Co
New York
$925K +$4.08K +45 +0.4%
DMC
794
Drexel Morgan & Co
Pennsylvania
$923K +$39.9K +440 +5%
PTC
795
Private Trust Company
Ohio
$918K -$23.4K -258 -2%
BSW
796
Buckingham Strategic Wealth
Missouri
$918K +$99.3K +1,094 +12%
LDB
797
Lee, Danner & Bass
Tennessee
$898K +$127K +1,400 +16%
PAG
798
Private Advisor Group
New Jersey
$898K +$898K +9,896 New
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$893K +$893K +9,847 New
AI
800
Analytic Investors
California
$881K -$7.52M -82,833 -90%