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American Express
AXP

Overview Fund Activity

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.

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

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.66B
2
American Century Companies
2
American Century Companies
Missouri
$345M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$154M
4
UBS AM
4
UBS AM
Illinois
$475M
5
State Street
5
State Street
Massachusetts
$4.07B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$554M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$695M
3
LPC
3
Lone Pine Capital
Connecticut
$399M
4
DSA
4
Davis Selected Advisers
Arizona
$3.25B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$151M +$24.9M +274,228 +20%
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$150M -$7.48M -82,409 -5%
JWBC
78
John W. Bristol & Co
New York
$150M -$5.23M -57,593 -3%
PPA
79
Parametric Portfolio Associates
Washington
$150M -$1.16M -12,828 -0.8%
GE
80
General Electric
Ohio
$145M -$494K -5,450 -0.3%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$145M -$2.27M -24,982 -2%
IGIM
82
I.G. Investment Management
Manitoba, Canada
$141M -$2.84M -31,318 -2%
First Manhattan
83
First Manhattan
New York
$138M -$4.61M -50,854 -3%
WP
84
Wedgewood Partners
Missouri
$136M +$10.2M +112,609 +8%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$135M -$1.47M -16,153 -1%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$135M -$1.66M -18,295 -1%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$133M -$1.33M -14,677 -1%
ACM
88
Atlanta Capital Management
Georgia
$131M -$4.98M -54,889 -4%
Canada Pension Plan Investment Board
89
Canada Pension Plan Investment Board
Ontario, Canada
$128M -$7.7M -84,813 -6%
RCG
90
Ruane, Cunniff & Goldfarb
New York
$128M -$94.9K -1,046 -0.1%
USAA
91
United Services Automobile Association
Texas
$122M -$11.2M -123,749 -8%
MCM
92
Marsico Capital Management
Colorado
$121M -$115M -1,268,113 -49%
SGA
93
Sustainable Growth Advisers
Connecticut
$121M -$10.9M -120,373 -8%
MTB
94
Mizuho Trust & Banking
Japan
$121M -$988K -11,091 -0.8%
Credit Agricole
95
Credit Agricole
France
$116M -$12.8M -141,458 -10%
Principal Financial Group
96
Principal Financial Group
Iowa
$110M +$975K +10,750 +0.9%
Prudential Financial
97
Prudential Financial
New Jersey
$107M -$6.24M -68,730 -6%
Axa
98
Axa
France
$104M -$1.23M -13,504 -1%
U
99
UBS
Switzerland
$103M +$22.2M +244,996 +28%
O
100
OppenheimerFunds
New York
$102M -$7.28M -80,220 -7%
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4
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