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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 %
HFM
876
Hartford Financial Management
Connecticut
$453K – – –
KFS
877
Kurt F. Somerville
$453K – – –
LCM
878
Liberty Capital Management
Michigan
$453K +$22.7K +300 +5%
CAG
879
Crestwood Advisors Group
Massachusetts
$451K -$52.8K -700 -10%
SC
880
Savant Capital
Illinois
$450K -$8.31K -110 -2%
FBP
881
Flippin Bruce & Porter
Virginia
$450K +$26.7K +353 +6%
VF
882
Virtu Financial
New York
$446K +$446K +5,910 New
OCM
883
Osterweis Capital Management
California
$440K -$81.5K -995 -16%
FCCM
884
First City Capital Management
Georgia
$439K +$6.04K +80 +1%
FM
885
Forward Management
California
$438K -$12.8K -170 -3%
BDF
886
Balasa Dinverno & Foltz
$438K +$9.81K +130 +2%
SYBT
887
Stock Yards Bank & Trust
Kentucky
$437K -$9.53K -126 -2%
IHL
888
Investment House LLC
California
$434K +$98.7K +2,275 +29%
IH
889
IFC Holdings
Florida
$431K +$21.7K +288 +5%
Acadian Asset Management
890
Acadian Asset Management
Massachusetts
$429K -$448K -5,940 -51%
CCM
891
Chilton Capital Management
Texas
$427K -$1.51K -20 -0.4%
VCAM
892
Van Cleef Asset Management
Ohio
$425K -$960K -12,705 -69%
SPC
893
Stewart & Patten Company
California
$423K -$30.2K -400 -7%
CS
894
Cannell & Spears
New York
$421K -$5.66K -75 -1%
FHC
895
First Heartland Consultants
Missouri
$420K -$1.9K -25 -0.4%
TL
896
Tirschwell & Loewy
New York
$419K – – –
AIC
897
Atlantic Investment Company
Georgia
$417K – – –
BIC
898
Bridges Investment Counsel
Nebraska
$416K -$7.56K -100 -2%
MGIA
899
Moneta Group Investment Advisors
Missouri
$415K – – –
FAAS
900
First Allied Advisory Services
California
$411K -$26.4K -342 -6%
34 35
36
37 38