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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 %
CAM
926
Cubic Asset Management
Massachusetts
$354K +$26.4K +350 +8%
CAM
927
Cypress Asset Management
Texas
$351K +$49.1K +650 +16%
DSC
928
Duncker Streett & Co
Missouri
$350K – – –
SCIA
929
Sanibel Captiva Investment Advisers
Illinois
$345K -$14.3K -189 -4%
LJHT
930
Laurie J. Hall Trustee
$342K – – –
CWP
931
Capital Wealth Planning
Florida
$340K +$340K +4,500 New
CTA
932
Chesley Taft & Associates
Illinois
$338K – – –
QI
933
Quotient Investors
New York
$333K – – –
BP
934
Ballentine Partners
Massachusetts
$332K +$74.2K +983 +29%
SSG
935
Summit Securities Group
New York
$325K +$325K +4,300 New
I
936
IberiaBank
Louisiana
$323K -$17.9K -237 -5%
JC
937
Jacobs & Co
California
$323K – – –
TBA
938
Train Babcock Advisors
New York
$321K -$37.8K -500 -11%
CAS
939
CTC Alternative Strategies
Illinois
$320K -$578K -7,659 -64%
ACA
940
Anchor Capital Advisors
Massachusetts
$315K +$831 +11 +0.3%
WA
941
WESPAC Advisors
California
$314K +$314K +4,157 New
M
942
MOTCO
Texas
$312K -$15.1K -200 -5%
TTWM
943
TCV Trust & Wealth Management
Virginia
$311K – – –
Parallax Volatility Advisers
944
Parallax Volatility Advisers
California
$311K +$249K +3,300 +401%
MMG
945
Monetary Management Group
Missouri
$308K – – –
RCAG
946
Rehmann Capital Advisory Group
Michigan
$305K +$4.9K +65 +2%
MCC
947
Mid Continent Capital
Illinois
$303K – – –
TWA
948
TCI Wealth Advisors
Arizona
$302K – – –
Tudor Investment Corp
949
Tudor Investment Corp
Connecticut
$302K +$302K +4,000 New
MFS
950
MSI Financial Services
Massachusetts
$300K -$1.89K -25 -0.6%
36 37
38
39 40