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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 %
DAM
1126
Delta Asset Management
Tennessee
$112K +$17.4K +192 +18%
MCM
1127
McKinley Capital Management
Alaska
$111K +$111K +1,221 New
SFSIG
1128
San Francisco Sentry Investment Group
California
$109K -$455 -5 -0.4%
CA
1129
CapWealth Advisors
Tennessee
$109K
KLWA
1130
Kelly Lawrence W & Associates
California
$109K +$109K +1,200 New
HCM
1131
Highlander Capital Management
New Jersey
$109K
CGT
1132
Capital Guardian Trust
California
$101K
CFS
1133
Community Financial System
New York
$100K
HCP
1134
Holt Capital Partners
Texas
$95K +$95K +1,050 New
CHC
1135
City Holding Co
West Virginia
$89K +$89K +977 New
TCCM
1136
Timber Creek Capital Management
Massachusetts
$88K
CAL
1137
Capital Analysts LLC
Pennsylvania
$85.8K +$11.3K +125 +15%
SFPIA
1138
Stevens First Principles Investment Advisors
California
$82K +$82K +900 New
PAS
1139
Partnervest Advisory Services
California
$75K -$35.5K -393 -32%
TFO
1140
Tarbox Family Office
California
$72K +$72K +791 New
TFA
1141
Transamerica Financial Advisors
Florida
$70K -$64.8K -708 -48%
FMII
1142
Farmers & Merchants Investments Inc
Nebraska
$70K
MWP
1143
MYCIO Wealth Partners
Pennsylvania
$70K
IMS
1144
Index Management Solutions
Pennsylvania
$68K -$6.38K -70 -9%
DOA
1145
D'Orazio & Associates
Virginia
$65K +$65K +719 New
WA
1146
WealthTrust-Arizona
Arizona
$63K -$1.74K -19 -3%
FA
1147
Financial Advantage
Maryland
$62K
JIR
1148
James Investment Research
Ohio
$61K
HPBT
1149
High Point Bank & Trust
North Carolina
$61K
WCM
1150
Wealthcare Capital Management
Virginia
$60K