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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 %
ASN
1026
Advisory Services Network
Georgia
$289K +$289K +3,186 New
SI
1027
SII Investments
Wisconsin
$288K +$288K +3,177 New
UBWV
1028
United Bank (West Virginia)
West Virginia
$286K +$10.4K +115 +4%
MAM
1029
Marquette Asset Management
Minnesota
$285K -$12K -132 -4%
OA
1030
Oxbow Advisors
Texas
$285K
SIC
1031
Salem Investment Counselors
North Carolina
$285K
PAG
1032
Pinnacle Advisory Group
Maryland
$284K +$4.07K +45 +1%
FHA
1033
First Horizon Advisors
Tennessee
$281K +$4.53K +50 +2%
RIL
1034
Rothschild Investment LLC
Illinois
$278K
BCM
1035
BTR Capital Management
California
$277K
IPC
1036
Independent Portfolio Consultants
Florida
$277K +$277K +3,050 New
TCM
1037
TD Capital Management
Tennessee
$276K +$276K +3,038 New
BIM
1038
Baldwin Investment Management
Pennsylvania
$275K
VCM
1039
Violich Capital Management
California
$272K
MIP
1040
Marietta Investment Partners
Wisconsin
$272K
HH
1041
Hilltop Holdings
Texas
$269K -$35.8K -395 -12%
SGAM
1042
Steinberg Global Asset Management
Florida
$269K
HIS
1043
Horizon Investment Services
Indiana
$267K -$17.7K -195 -6%
AP
1044
Appleton Partners
Massachusetts
$264K
PCM
1045
Parsons Capital Management
Rhode Island
$263K -$6.8K -75 -3%
EP
1046
Elkhorn Partners
Nebraska
$263K
BA
1047
Boston Advisors
Massachusetts
$263K
GCA
1048
Gideon Capital Advisors
New York
$263K +$263K +2,901 New
MAA
1049
Mraz Amerine & Associates
California
$262K
BCMO
1050
Buckingham Capital Management (Ohio)
Ohio
$262K +$262K +2,885 New