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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 %
SAG
851
Sterne Agee Group
Alabama
$526K +$69.6K +921 +15%
KB
852
Kimelman & Baird
New York
$523K -$37.8K -500 -7%
MIC
853
MU Investments Company
Japan
$521K -$159K -2,100 -23%
OSNBOA
854
Old Second National Bank of Aurora
Illinois
$508K – – –
BKBG
855
BHF Kleinwort Benson Group
Belgium
$505K +$85.3K +1,130 +20%
QT
856
Quantbot Technologies
New York
$502K +$502K +6,660 New
SFG
857
Sather Financial Group
Texas
$492K – – –
SCI
858
S&CO Inc
Massachusetts
$487K – – –
TH
859
TCTC Holdings
Texas
$487K +$8.3K +110 +2%
BHBT
860
Burke & Herbert Bank & Trust
Virginia
$486K – – –
MRCM
861
M&R Capital Management
New Jersey
$483K +$64.7K +856 +15%
HBT
862
Hills Bank & Trust
Iowa
$479K – – –
MBT
863
Monroe Bank & Trust
Michigan
$476K +$5.21K +69 +1%
WT
864
Washington Trust
Rhode Island
$476K +$7.71K +102 +2%
SA
865
Strategic Advisors
New York
$475K – – –
FMWA
866
Forvis Mazars Wealth Advisors
Missouri
$473K +$267K +3,539 +130%
CCM
867
Compton Capital Management
Rhode Island
$472K -$15.1K -200 -3%
SHA
868
Smith Hayes Advisers
Nebraska
$471K +$17.2K +228 +4%
WMC
869
Westwood Management Corporation
Illinois
$468K -$853K -11,300 -65%
IUAM
870
Itau USA Asset Management
New York
$468K -$98.1K -1,300 -17%
ICAS
871
Investors Capital Advisory Services
Massachusetts
$467K -$25.2K -334 -5%
WCM
872
Weik Capital Management
Pennsylvania
$466K -$1.13K -15 -0.2%
EWM
873
Endurance Wealth Management
Rhode Island
$459K +$45.2K +600 +11%
HT
874
HighTower Trust
Texas
$457K – – –
EHC
875
Everett Harris & Co
California
$456K – – –
33 34
35
36 37