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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 %
KT
826
Kanaly Trust
Texas
$607K +$607K +8,050 New
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$604K -$117K -1,547 -16%
BAM
828
Boyar Asset Management
New York
$595K – – –
BBI
829
Baxter Bros Inc
Connecticut
$595K +$147K +1,948 +33%
NL
830
NWAM LLC
Washington
$591K -$5.97K -79 -1%
MBTD
831
Mechanics Bank - Trust Department
California
$591K +$41K +542 +7%
AI
832
Atria Investments
North Carolina
$589K -$46.4K -615 -7%
MHIC
833
Marble Harbor Investment Counsel
Massachusetts
$588K -$7.55K -100 -1%
FMLI
834
Fukoku Mutual Life Insurance
Japan
$582K -$60.5K -800 -9%
WSA
835
Willow Street Advisors
Florida
$582K +$112K +1,485 +24%
G
836
GlobalBridge
Minnesota
$580K -$194K -2,566 -25%
SBH
837
Segall Bryant & Hamill
Illinois
$579K -$2.34K -31 -0.4%
GIS
838
Guardian Investor Services
New York
$578K -$11.2K -149 -2%
Mariner
839
Mariner
Kansas
$578K +$212K +2,807 +58%
ISL
840
Ingalls & Snyder LLC
New York
$576K – – –
SCP
841
Sandhill Capital Partners
New York
$575K +$139K +1,836 +32%
RBC
842
Ronald Blue & Co
Georgia
$572K +$477K +6,316 +503%
PWM
843
ParenteBeard Wealth Management
Pennsylvania
$566K – – –
TCM
844
Tradition Capital Management
New Jersey
$562K – – –
CC
845
Cannell & Co
New York
$559K – – –
MFW
846
Meristem Family Wealth
Minnesota
$554K – – –
BFG
847
Beacon Financial Group
Texas
$548K +$548K +7,222 New
ANB
848
Amarillo National Bank
Texas
$544K -$192K -2,542 -26%
PFM
849
PacWest Financial Management
Arizona
$529K -$3.78K -50 -0.7%
FFC
850
First Financial Corp
Indiana
$528K +$37.7K +500 +8%
32 33
34
35 36