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American Express

1,205 hedge funds and large institutions have $80.9B invested in American Express in 2013 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 356 increasing their positions, 517 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,205
Holders Change
+90
Holders Change %
+8.07%
% of All Funds
35%
Holding in Top 10
86
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+56.36%
% of All Funds
2.5%
New
151
Increased
356
Reduced
517
Closed
50
Calls
$701M
Puts
$833M
Net Calls
-$132M
Net Calls Change
-$40.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WPP
926
Whalerock Point Partners
Rhode Island
$501K +$501K +5,522 New
BIC
927
Bridges Investment Counsel
Nebraska
$499K
EWM
928
Endurance Wealth Management
Rhode Island
$498K -$54.4K -600 -10%
WAM
929
Wolverine Asset Management
Illinois
$489K -$281K -3,100 -36%
MBT
930
Montecito Bank & Trust
California
$489K +$179K +1,974 +58%
OCM
931
Osterweis Capital Management
California
$488K
MJRIC
932
Mogy Joel R Investment Counsel
California
$485K
EIM
933
Essex Investment Management
Massachusetts
$484K
CT
934
Cambridge Trust
Massachusetts
$477K -$13.6K -150 -3%
GLI
935
Guardian Life Insurance
New York
$475K -$563K -6,206 -54%
TWA
936
TCI Wealth Advisors
Arizona
$475K +$113K +1,241 +31%
BJL
937
Brighton Jones LLC
Washington
$474K +$185K +2,036 +64%
SMC
938
Smith, Moore & Co
Missouri
$473K +$473K +5,216 New
SC
939
Schulhoff & Co
Ohio
$472K
FFBTD
940
First Financial Bank - Trust Division
Ohio
$465K -$18.1K -200 -4%
CWA
941
Constellation Wealth Advisors
New York
$465K -$18.1K -200 -4%
WIS
942
Wright Investors Service
Connecticut
$464K -$453 -5 -0.1%
BST
943
Bath Savings Trust
Maine
$459K -$4.54K -50 -1%
CAM
944
Cypress Asset Management
Texas
$457K +$35.5K +392 +8%
EVM
945
Evelyn V. Moreno
$454K +$454K +5,000 New
HCM
946
Harvest Capital Management
New Hampshire
$444K
MCM
947
Maryland Capital Management
Maryland
$442K -$2.72K -30 -0.6%
TIA
948
Tiemann Investment Advisors
California
$440K +$440K +4,849 New
HIC
949
Harvey Investment Company
Kentucky
$437K
EA
950
Emerald Advisers
Pennsylvania
$436K -$20.8K -229 -5%