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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 %
TDC
1176
Thompson Davis & Co
Virginia
$23K +$23K +250 New
PIM
1177
Parasol Investment Management
Illinois
$22K +$22K +243 New
CPA
1178
Cowen Prime Advisors
New York
$21K – – –
LWM
1179
LBA Wealth Management
Florida
$21K +$21K +230 New
ZTNA
1180
Zions Trust National Association
Utah
$20K – – –
ICOM
1181
Investment Counselors of Maryland
Maryland
$18K – – –
ECM
1182
ETrade Capital Management
Virginia
$17K -$10.1K -112 -37%
FIG
1183
Fusion Investment Group
Pennsylvania
$17K +$17K +188 New
TIM
1184
Tortoise Investment Management
New York
$15K – – –
NC
1185
NewSquare Capital
Pennsylvania
$14K – – –
PSC
1186
Prentiss Smith & Co
Vermont
$14K – – –
EU
1187
Emory University
Georgia
$13K – – –
AC
1188
Alexandria Capital
Virginia
$12K – – –
TWM
1189
Torch Wealth Management
Ohio
$12K +$12K +130 New
PSI
1190
Pinnacle Summer Investments
Virginia
$11K – – –
UB
1191
UMB Bank
Missouri
$10K +$367 +4,040 +4%
CAW
1192
Cornerstone Advisors (Washington)
Washington
$10K – – –
ST
1193
SpiderRock Trading
Illinois
$9K – – –
MIM
1194
Marco Investment Management
Georgia
$8.35K -$191 -2,100 -2%
GI
1195
Gradient Investments
Minnesota
$7K +$7K +82 New
NIM
1196
NuWave Investment Management
New Jersey
$4K -$1.16M -13,019 -100%
MA
1197
MCF Advisors
Kentucky
$4K -$36.4K -400 -90%
HCM
1198
Horrell Capital Management
Arkansas
$4K – – –
LWA
1199
Lenox Wealth Advisors
New York
$4K – – –
BCMIO
1200
Beacon Capital Management Inc (Ohio)
Ohio
$2K +$2K +17 New
46 47
48
49 50