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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 %
GG
176
Gofen & Glossberg
Illinois
$40.1M -$671K -7,398 -2%
HTC
177
Haverford Trust Company
Pennsylvania
$39.8M +$3.06M +33,703 +8%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$39.7M -$681K -7,509 -2%
OI
179
Oakbrook Investments
Illinois
$39M -$2.06M -22,760 -5%
TPSF
180
Texas Permanent School Fund
Texas
$38.7M -$3.18M -35,034 -8%
Nuveen Asset Management
181
Nuveen Asset Management
Illinois
$38.4M -$1.95M -21,458 -5%
Acadian Asset Management
182
Acadian Asset Management
Massachusetts
$38.1M +$37.6M +414,748 +7,299%
KBC Group
183
KBC Group
Belgium
$38.1M -$4.11M -45,283 -10%
RG
184
Renaissance Group
Kentucky
$37.9M -$2.41M -26,604 -6%
ProShare Advisors
185
ProShare Advisors
Maryland
$37.9M +$10.4M +114,966 +38%
AIG
186
American International Group
New York
$37.7M +$138K +1,526 +0.4%
CCMH
187
Cornerstone Capital Management Holdings
New York
$37M -$2.69M -29,613 -7%
BTW
188
Boston Trust Walden
Massachusetts
$36.8M +$2.58M +28,466 +8%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$36.7M +$1.52M +16,711 +4%
ACI
190
AMP Capital Investors
Australia
$36.4M +$7.1M +79,279 +24%
MAMU
191
Marathon Asset Management (UK)
United Kingdom
$36.2M -$14M -154,434 -28%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$36.1M -$43.6M -480,895 -55%
CB
193
Commerce Bank
Missouri
$35.5M +$1.14M +12,542 +3%
Fiera Capital (Canada)
194
Fiera Capital (Canada)
Quebec, Canada
$35.5M +$26.3M +289,621 +286%
TU
195
TDAM USA
Ontario, Canada
$35.3M +$5.35M +59,005 +18%
Nomura Asset Management
196
Nomura Asset Management
Japan
$35.3M -$1.35M -14,920 -4%
FIM
197
Foresters Investment Management
New York
$34.6M +$154K +1,700 +0.4%
Comerica Bank
198
Comerica Bank
Texas
$34.4M -$9M -99,206 -21%
IRF
199
IBM Retirement Fund
New York
$34.4M -$1.26M -13,895 -4%
SOMRS
200
State of Michigan Retirement System
Michigan
$34M -$263K -2,900 -0.8%
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