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American Express

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
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1076
Rational Advisors
New York
$48K
SAM
1077
Solaris Asset Management
New York
$45K
QAM
1078
QCI Asset Management
New York
$44K
H
1079
Hexavest
Quebec, Canada
$43K +$43K +569 New
MA
1080
MCF Advisors
Kentucky
$40K +$3.96K +44 +11%
WCMN
1081
Westchester Capital Management (Nebraska)
Nebraska
$38K
MUMSS
1082
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K -$1.5K -20 -4%
AFIA
1083
America First Investment Advisors
Nebraska
$32K
AWMS
1084
Advocacy Wealth Management Services
Georgia
$32K +$23.6K +297 +283%
HR
1085
Howe & Rusling
New York
$30K -$37.5K -492 -56%
WCM
1086
Windsor Capital Management
Arizona
$26K -$11.7K -157 -31%
GXMC
1087
Global X Management Company
New York
$25K -$12.3K -163 -33%
FANJ
1088
Financial Architects (New Jersey)
New Jersey
$23K -$8.97K -117 -28%
MFBTD
1089
MB Financial Bank - Trust Department
Illinois
$23K
ECM
1090
ETrade Capital Management
Virginia
$23K +$4.37K +57 +23%
IRS
1091
Invictus RG (Singapore)
Singapore
$22K +$4.4K +57 +25%
FAM
1092
Formidable Asset Management
Ohio
$22K +$22K +300 New
PWAG
1093
Polaris Wealth Advisory Group
California
$20.5K -$871K -11,534 -98%
BWFA
1094
Baltimore-Washington Financial Advisors
Maryland
$19K
RFA
1095
Reilly Financial Advisors
California
$18K +$2.99K +40 +20%
CPA
1096
Cowen Prime Advisors
New York
$17K
ZTNA
1097
Zions Trust National Association
Utah
$16K
ICOM
1098
Investment Counselors of Maryland
Maryland
$15K
WA
1099
Waverly Advisors
Alabama
$15K +$15K +205 New
TIM
1100
Tortoise Investment Management
New York
$13K