AXP icon

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 %
IA
1226
Icon Advisers
Colorado
– -$982K -13,000 Closed
AL
1227
Airain Ltd
Guernsey
– -$941K -12,457 Closed
CCM
1228
Cai Capital Management
New York
– -$885K -11,724 Closed
BCM
1229
Bluefin Capital Management
New York
– -$800K -10,590 Closed
SOAMC
1230
Spirit of America Management Corp
New York
– -$755K -10,000 Closed
RG
1231
Rathbones Group
United Kingdom
– -$717K -9,500 Closed
MMLI
1232
Massachusetts Mutual Life Insurance
Massachusetts
– -$670K -8,871 Closed
GCP
1233
GSA Capital Partners
United Kingdom
– -$629K -8,324 Closed
QT
1234
Quantbot Technologies
New York
– -$502K -6,660 Closed
VF
1235
Virtu Financial
New York
– -$446K -5,910 Closed
HAI
1236
Hennessy Advisors Inc
California
– -$378K -5,000 Closed
CWP
1237
Capital Wealth Planning
Florida
– -$340K -4,500 Closed
CAS
1238
CTC Alternative Strategies
Illinois
– -$320K -4,241 Closed
MWNA
1239
Marshall Wace North America
New York
– -$297K -3,934 Closed
BO
1240
Bank OZK
Arkansas
– -$279K -3,709 Closed
DCM
1241
Dynamic Capital Management
Jersey
– -$279K -3,700 Closed
ICOA
1242
Investment Centers of America
North Dakota
– -$271K -3,588 Closed
QC
1243
QCM Cayman
Texas
– -$259K -3,429 Closed
SFM
1244
Signature Financial Management
Virginia
– -$223K -2,943 Closed
GC
1245
Guardian Capital
Ontario, Canada
– -$221K -2,930 Closed
LSV Asset Management
1246
LSV Asset Management
Illinois
– -$215K -2,860 Closed
SAM
1247
Shamrock Asset Management
Texas
– -$204K -2,704 Closed
TC
1248
TradeLink Capital
Illinois
– -$159K -2,100 Closed
WA
1249
WestEnd Advisors
North Carolina
– -$151K -2,000 Closed
LCM
1250
Laurion Capital Management
New York
– -$109K -1,445 Closed
47 48 49
50
51