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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 %
TBA
976
Train Babcock Advisors
New York
$385K
I
977
IberiaBank
Louisiana
$381K -$6.71K -74 -2%
SL
978
Summitry LLC
California
$377K +$377K +4,150 New
HB
979
Homrich & Berg
Georgia
$375K +$375K +4,137 New
QI
980
Quotient Investors
New York
$373K -$27.2K -300 -7%
TTWM
981
TCV Trust & Wealth Management
Virginia
$373K
WA
982
Wheatland Advisors
Pennsylvania
$372K +$372K +4,100 New
MMG
983
Monetary Management Group
Missouri
$370K
MWR
984
McAdams Wright Ragen
Washington
$365K +$29K +320 +9%
WPC
985
Waters Parkerson & Co
Louisiana
$363K +$46.6K +513 +15%
LJAC
986
L.J. Altfest & Co
New York
$363K +$363K +4,000 New
SFG
987
SNS Financial Group
Minnesota
$362K +$75.2K +829 +26%
MG
988
MDE Group
New Jersey
$361K +$51.3K +566 +17%
CFA
989
Cahill Financial Advisors
Minnesota
$358K +$358K +3,935 New
FAAS
990
First Allied Advisory Services
California
$357K -$126K -1,388 -26%
HAIM
991
Hunter Associates Investment Management
Pennsylvania
$355K
IAS
992
IMA Advisory Services
Colorado
$355K
M
993
MOTCO
Texas
$347K -$27.2K -300 -7%
GVT
994
Genesee Valley Trust
New York
$347K +$57.8K +636 +20%
MIU
995
Man Investments (UK)
United Kingdom
$342K -$737K -8,112 -68%
FNBOO
996
First National Bank of Omaha
Nebraska
$340K -$9.07K -100 -3%
GA
997
Geneva Advisors
Illinois
$338K +$36.3K +400 +12%
FWM
998
Focused Wealth Management
New York
$336K +$161K +1,777 +92%
SWM
999
SVA Wealth Management
Wisconsin
$335K +$335K +3,692 New
GIM
1000
Greylin Investment Management
Virginia
$333K -$9.06K -100 -3%