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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 %
DIA
1201
Denver Investment Advisors
Colorado
$1.5K -$156 -1,715 -9%
CG
1202
Colony Group
Massachusetts
$1K +$1K +13 New
SEC
1203
Seven Eight Capital
New York
$1K +$1K +15 New
PFM
1204
PacWest Financial Management
Arizona
$601 -$34 -375 -5%
MRCM
1205
M&R Capital Management
New Jersey
$569 -$11 -123 -2%
FPCG
1206
Fort Pitt Capital Group
Pennsylvania
$508 – – –
Capital Research Global Investors
1207
Capital Research Global Investors
California
– -$30.2M -400,000 Closed
SCA
1208
SAC Capital Advisors
Connecticut
– -$12.6M -166,735 Closed
MCM
1209
Maltese Capital Management
New York
– -$10.4M -137,200 Closed
CII
1210
CR Intrinsic Investors
Connecticut
– -$7.63M -101,001 Closed
Millennium Management
1211
Millennium Management
New York
– -$7.24M -95,916 Closed
FCBT
1212
First Citizens Bank & Trust
North Carolina
– -$6.78M -89,730 Closed
QIM
1213
Quantitative Investment Management
Virginia
– -$4.11M -54,400 Closed
GIM
1214
Gyrus Investment Management
Ontario, Canada
– -$4.18M -53,798 Closed
WRF
1215
Waddell & Reed Financial
Kansas
– -$3.78M -50,000 Closed
Two Sigma Advisers
1216
Two Sigma Advisers
New York
– -$3.56M -47,110 Closed
MSU
1217
Maple Securities USA
New Jersey
– -$3.48M -46,016 Closed
WCP
1218
Welch Capital Partners
New York
– -$2.89M -38,300 Closed
PG
1219
PEAK6 Group
Illinois
– -$1.01M -26,768 Closed
TAS
1220
TIFF Advisory Services
Pennsylvania
– -$1.65M -21,900 Closed
IT
1221
Investors Trust
Texas
– -$1.31M -17,386 Closed
VAM
1222
Visium Asset Management
New York
– -$1.14M -15,076 Closed
JGC
1223
J. Goldman & Co
New York
– -$1.13M -15,000 Closed
HI
1224
HBK Investments
Texas
– -$1.12M -14,800 Closed
Capstone Investment Advisors
1225
Capstone Investment Advisors
New York
– -$1.06M -14,035 Closed
47 48
49
50 51