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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 %
FPCM
801
Financial Partners Capital Management
New York
$680K – – –
PGCM
802
Prescott Group Capital Management
Oklahoma
$680K – – –
CIM
803
Calvert Investment Management
Maryland
$674K -$58.8K -778 -8%
BIC
804
Beach Investment Counsel
Pennsylvania
$670K -$21.1K -279 -3%
MMLI
805
Massachusetts Mutual Life Insurance
Massachusetts
$670K +$245K +3,250 +58%
VFS
806
VSR Financial Services
Kansas
$668K +$1.28K +17 +0.2%
IB
807
Intrust Bank
Kansas
$665K +$59.1K +782 +10%
PAM
808
Palisade Asset Management
Minnesota
$663K -$75.6K -1,000 -10%
WSC
809
Wellington Shields & Co
New York
$657K – – –
BOTW
810
Bank of the West
California
$652K -$44.6K -591 -6%
FBT
811
First Bankers Trust
Kentucky
$650K – – –
CWM
812
Calamos Wealth Management
Illinois
$649K +$23.8K +315 +4%
DWT
813
Dorsey & Whitney Trust
South Dakota
$643K +$55.6K +736 +9%
PFBT
814
Parkside Financial Bank & Trust
Missouri
$642K -$58.7K -777 -8%
LDB
815
Lee, Danner & Bass
Tennessee
$642K – – –
WAM
816
Wolverine Asset Management
Illinois
$641K +$535K +7,100 +507%
SCM
817
Shelton Capital Management
Colorado
$639K – – –
GCP
818
GSA Capital Partners
United Kingdom
$629K +$629K +8,324 New
FHB
819
First Hawaiian Bank
Hawaii
$627K +$128K +1,700 +26%
AAM
820
Auxier Asset Management
Oregon
$624K – – –
ATC
821
Adirondack Trust Company
New York
$623K +$2.79K +37 +0.5%
AP
822
Atwood & Palmer
Missouri
$622K – – –
IIM
823
Ipswich Investment Management
Massachusetts
$617K – – –
ABC
824
Associated Banc-Corp
Wisconsin
$611K – – –
CNBT
825
Canandaigua National Bank & Trust
New York
$608K -$65.6K -869 -10%
31 32
33
34 35