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American Express
AXP

Overview Fund Activity

1,093 hedge funds and large institutions have $67.9B invested in American Express in 2013 Q2 according to their latest regulatory filings, with 1,093 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+1,093
Holders Change %
–
% of All Funds
35.68%
Holding in Top 10
72
Holding in Top 10 Change
+72
Holding in Top 10 Change %
%
% of All Funds
2.35%
New
1,093
Increased
–
Reduced
–
Closed
–
Calls
$428M
Puts
$507M
Net Calls
-$79.1M
Net Calls Change
-$79.1M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
1001
Alpha Windward
Massachusetts
$205K +$205K +2,745 New
FMWA
1002
Forvis Mazars Wealth Advisors
Missouri
$204K +$204K +2,726 New
NYLT
1003
New York Life Trust
New York
$192K +$192K +2,563 New
KTC
1004
Kistler-Tiffany Companies
Pennsylvania
$189K +$189K +2,529 New
WG
1005
Welch Group
Alabama
$188K +$188K +2,519 New
NYLIM
1006
New York Life Investment Management
New York
$164K +$164K +2,200 New
OWP
1007
Obermeyer Wealth Partners
Colorado
$150K +$150K +2,000 New
Group One Trading
1008
Group One Trading
Illinois
$142K +$142K +1,903 New
HRIA
1009
Haberer Registered Investment Advisor
Ohio
$139K +$139K +1,854 New
HF
1010
Hoxton Financial
West Virginia
$136K +$136K +1,814 New
EWM
1011
Edge Wealth Management
New York
$131K +$131K +1,743 New
RI
1012
Redwood Investments
Massachusetts
$127K +$127K +1,700 New
Loomis, Sayles & Company
1013
Loomis, Sayles & Company
Massachusetts
$123K +$123K +1,650,140 New
SFSIG
1014
San Francisco Sentry Investment Group
California
$120K +$120K +1,599 New
ST
1015
Spot Trading
Illinois
$116K +$116K +1,546 New
LNB
1016
Ledyard National Bank
$116K +$116K +1,551 New
VIM
1017
Veritas Investment Management
United Kingdom
$112K +$112K +1,500 New
PAS
1018
Partnervest Advisory Services
California
$106K +$106K +1,421 New
WAM
1019
Wolverine Asset Management
Illinois
$104K +$104K +1,400 New
FIG
1020
Fortress Investment Group
New York
$100K +$100K +1,331 New
S
1021
SignatureFD
Georgia
$97K +$97K +1,304 New
RBC
1022
Ronald Blue & Co
Georgia
$94K +$94K +1,255 New
KLWA
1023
Kelly Lawrence W & Associates
California
$90K +$90K +1,200 New
CA
1024
CapWealth Advisors
Tennessee
$90K +$90K +1,200 New
HCM
1025
Highlander Capital Management
New Jersey
$89.7K +$89.7K +1,200 New
39 40
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