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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 %
MWNA
951
Marshall Wace North America
New York
$297K +$64.6K +856 +28%
HAIM
952
Hunter Associates Investment Management
Pennsylvania
$296K – – –
IAS
953
IMA Advisory Services
Colorado
$295K – – –
JAMONY
954
Jacob Asset Management of New York
California
$294K – – –
FNBOO
955
First National Bank of Omaha
Nebraska
$291K +$7.56K +100 +3%
AI
956
Accredited Investors
Minnesota
$287K -$29.4K -389 -9%
GIM
957
Greylin Investment Management
Virginia
$285K – – –
MWR
958
McAdams Wright Ragen
Washington
$280K +$1.66K +22 +0.6%
DCM
959
Dynamic Capital Management
Jersey
$279K +$279K +3,700 New
BO
960
Bank OZK
Arkansas
$279K +$279K +3,709 New
DT
961
Diversified Trust
Tennessee
$278K +$278K +3,676 New
DD
962
Dominick & Dominick
New York
$276K -$339K -4,479 -55%
1GA
963
1st Global Advisors
Texas
$276K -$41.3K -547 -13%
CYG
964
Clean Yield Group
Vermont
$273K – – –
HIM
965
Hillsdale Investment Management
Ontario, Canada
$272K +$272K +3,600 New
ICOA
966
Investment Centers of America
North Dakota
$271K +$271K +3,588 New
SNT
967
Security National Trust
West Virginia
$270K +$8.32K +110 +3%
HCM
968
Hodges Capital Management
Texas
$265K -$529 -7 -0.2%
GCIA
969
Gabelli & Co Investment Advisers
New York
$264K – – –
FIM
970
Freedom Investment Management
Connecticut
$264K +$54.2K +718 +26%
WPC
971
Waters Parkerson & Co
Louisiana
$263K – – –
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$262K +$16.8K +222 +7%
ST
973
Spinnaker Trust
Maine
$261K -$37.8K -500 -13%
QC
974
QCM Cayman
Texas
$259K +$259K +3,429 New
MBT
975
Montecito Bank & Trust
California
$258K -$20.9K -277 -8%
37 38
39
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