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American Express
AXP

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

82.72% more ownership

Funds ownership: 0% → 82.72% (+83%)

16% less call options, than puts

Call options by funds: $428M | Put options by funds: $507M

Holders
1,093
Holders Change
+1,093
Holders Change %
–
% of All Funds
35.67%
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 		Change in
Stake
CPA
1076
Cowen Prime Advisors
New York
$17K +$16.4K +230 New
ZTNA
1077
Zions Trust National Association
Utah
$16K +$15.4K +217 New
PSI
1078
Pinnacle Summer Investments
Virginia
$16K +$15.5K +218 New
ICOM
1079
Investment Counselors of Maryland
Maryland
$15K +$14.2K +200 New
RFA
1080
Reilly Financial Advisors
California
$15K +$14.3K +201 New
AC
1081
Alexandria Capital
Virginia
$12K +$11K +154 New
NC
1082
NewSquare Capital
Pennsylvania
$12K +$11K +155 New
TIM
1083
Tortoise Investment Management
New York
$12K +$11.9K +167 New
NIM
1084
NuWave Investment Management
New Jersey
$11K +$10.5K +147 New
PSC
1085
Prentiss Smith & Co
Vermont
$11K +$10.7K +150 New
EU
1086
Emory University
Georgia
$11K +$10.9K +153 New
AWMS
1087
Advocacy Wealth Management Services
Georgia
$8K +$7.47K +105 New
CAW
1088
Cornerstone Advisors (Washington)
Washington
$8K +$7.47K +105 New
UB
1089
UMB Bank
Missouri
$7.17K +$6.82M +95,931 New
JFA
1090
JNBA Financial Advisors
Minnesota
$7K +$7.11K +100 New
HCM
1091
Horrell Capital Management
Arkansas
$3K +$3.13K +44 New
Thrivent Financial for Lutherans
1092
Thrivent Financial for Lutherans
Minnesota
$2.47K +$2.35M +33,000 New
WSC
1093
Wellington Shields & Co
New York
$650 +$619K +8,700 New
FPCG
1094
Fort Pitt Capital Group
Pennsylvania
$386 +$356 +5 New
FNBOO
1095
First National Bank of Omaha
Nebraska
$281 +$267K +3,748 New
40 41 42 43
44

AXP Hedge Fund Activity: Q2 2013 in Review

1,093 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2013, worth a combined $67.9B.

Buyers outnumbered sellers: 1,093 funds opened new AXP positions and 0 closed out — a net gain of 1,093 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,093 institutional investors held American Express (AXP) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $67.9B of American Express stock for Q2 2013.
  • 1,093 funds opened new American Express positions in Q2 2013 and 0 closed out, a net change of +1,093 holders.

Based on aggregated 13F filings for Q2 2013.