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American Express
AXP

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.66B
2
American Century Companies
American Century Companies
Missouri
$345M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$154M
4
UBS AM
UBS AM
Illinois
$475M
5
State Street
State Street
Massachusetts
$4.07B

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$554M
2
First Eagle Investment Management
First Eagle Investment Management
New York
$695M
3
LPC
Lone Pine Capital
Connecticut
$399M
4
DSA
Davis Selected Advisers
Arizona
$3.25B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$266M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
1151
Oakworth Capital
Alabama
$60K +$60K +661 New
TCM
1152
Tradewinds Capital Management
Washington
$58K +$58K +643 New
RA
1153
Rational Advisors
New York
$54K -$3.6K -40 -6%
SAM
1154
Solaris Asset Management
New York
$54K – – –
QAM
1155
QCI Asset Management
New York
$51K -$1.36K -15 -3%
WA
1156
Waverly Advisors
Alabama
$51K +$32.6K +362 +177%
WCM
1157
Windsor Capital Management
Arizona
$46K +$14.1K +154 +44%
ACM
1158
Antonetti Capital Management
Florida
$45K -$27K -300 -38%
WCMN
1159
Westchester Capital Management (Nebraska)
Nebraska
$45K – – –
VCM
1160
Vigilant Capital Management
Maine
$45K +$45K +500 New
IRS
1161
Invictus RG (Singapore)
Singapore
$44K +$18.1K +200 +70%
RFA
1162
Reilly Financial Advisors
California
$41K +$19.3K +215 +89%
AFIA
1163
America First Investment Advisors
Nebraska
$38K – – –
MUMSS
1164
Mitsubishi UFJ Morgan Stanley Securities
Japan
$37K -$2.71K -30 -7%
CFG
1165
CKW Financial Group
Hawaii
$35K +$35K +391 New
HR
1166
Howe & Rusling
New York
$34K -$1.35K -15 -4%
VIA
1167
Vantage Investment Advisors
Pennsylvania
$34K +$34K +374 New
GXMC
1168
Global X Management Company
New York
$30K – – –
MFBTD
1169
MB Financial Bank - Trust Department
Illinois
$27K – – –
SMG
1170
Spectrum Management Group
Indiana
$27K +$27K +300 New
FAM
1171
Formidable Asset Management
Ohio
$26K – – –
PWAG
1172
Polaris Wealth Advisory Group
California
$25K – – –
CCS
1173
Crosspoint Capital Strategies
California
$25K +$25K +269 New
BWFA
1174
Baltimore-Washington Financial Advisors
Maryland
$23K – – –
PTCG
1175
Pring Turner Capital Group
California
$23K +$23K +250 New
45 46
47
48 49