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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 %
FHA
1001
First Horizon Advisors
Tennessee
$230K +$230K +3,050 New
BIM
1002
Baldwin Investment Management
Pennsylvania
$229K – – –
UBWV
1003
United Bank (West Virginia)
West Virginia
$229K +$10.5K +140 +5%
MWAC
1004
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K -$56.6K -750 -20%
VCM
1005
Violich Capital Management
California
$227K – – –
MIP
1006
Marietta Investment Partners
Wisconsin
$227K – – –
BOS
1007
Bingham Osborn & Scarborough
California
$225K – – –
PCM
1008
Parsons Capital Management
Rhode Island
$225K +$11.3K +150 +5%
SGAM
1009
Steinberg Global Asset Management
Florida
$224K – – –
SFM
1010
Signature Financial Management
Virginia
$223K +$223K +2,943 New
GC
1011
Guardian Capital
Ontario, Canada
$221K +$9.81K +130 +5%
AP
1012
Appleton Partners
Massachusetts
$220K +$220K +2,909 New
BA
1013
Boston Advisors
Massachusetts
$219K -$108K -1,425 -33%
EP
1014
Elkhorn Partners
Nebraska
$219K – – –
MAA
1015
Mraz Amerine & Associates
California
$218K – – –
TSWM
1016
Triangle Securities Wealth Management
North Carolina
$217K – – –
LSV Asset Management
1017
LSV Asset Management
Illinois
$215K +$215K +2,860 New
BAAM
1018
Baker Avenue Asset Management
California
$213K +$213K +2,820 New
AIS
1019
APG Investment Services
Netherlands
$211K – – –
GKIM
1020
GW&K Investment Management
Massachusetts
$211K – – –
BRWA
1021
B. Riley Wealth Advisors
Florida
$211K +$3.77K +50 +2%
AW
1022
Alpha Windward
Massachusetts
$210K +$2.72K +36 +1%
KTC
1023
Kistler-Tiffany Companies
Pennsylvania
$210K +$19K +251 +10%
RC
1024
RegentAtlantic Capital
New Jersey
$208K -$23.6K -312 -10%
BCM
1025
Buckhead Capital Management
Georgia
$208K – – –
39 40
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