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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 %
CT
901
Cambridge Trust
Massachusetts
$408K +$151 +2 +0%
MJRIC
902
Mogy Joel R Investment Counsel
California
$404K – – –
EIM
903
Essex Investment Management
Massachusetts
$403K – – –
LW
904
Linscomb Wealth
Texas
$403K +$10K +133 +3%
CWA
905
Constellation Wealth Advisors
New York
$403K +$37.8K +500 +10%
FFBTD
906
First Financial Bank - Trust Division
Ohio
$402K – – –
LIA
907
LS Investment Advisors
Michigan
$398K +$53.4K +708 +16%
Twin Tree Management
908
Twin Tree Management
Texas
$398K +$398K +5,269 New
SC
909
Schulhoff & Co
Ohio
$393K -$75.5K -1,000 -16%
WIS
910
Wright Investors Service
Connecticut
$387K -$219K -2,892 -36%
WC
911
Whitnell & Co
Illinois
$385K -$9.43K -125 -2%
BST
912
Bath Savings Trust
Maine
$385K +$18.8K +250 +5%
EA
913
Emerald Advisers
Pennsylvania
$380K +$14.3K +189 +4%
HAI
914
Hennessy Advisors Inc
California
$378K -$1.51M -20,000 -80%
EIM
915
Emerson Investment Management
Massachusetts
$373K +$81.1K +1,075 +28%
CIM
916
CenturyLink Investment Management
Colorado
$372K +$372K +4,927 New
VDBMI
917
Van Den Berg Management I
Texas
$370K -$21.5K -285 -5%
MCM
918
Maryland Capital Management
Maryland
$370K +$2.27K +30 +0.6%
HCM
919
Harvest Capital Management
New Hampshire
$370K +$370K +4,894 New
HIC
920
Harvey Investment Company
Kentucky
$364K – – –
RCM
921
Reynolds Capital Management
Nevada
$362K -$211K -2,800 -37%
RT
922
Reliance Trust
Georgia
$362K -$167K -2,206 -32%
RIG
923
Roosevelt Investment Group
New York
$362K -$4.3K -57 -1%
CD
924
Carl Domino
Florida
$362K – – –
SAMC
925
Shinko Asset Management Company
Japan
$355K -$83.1K -1,100 -19%
35 36
37
38 39