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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$375M
2
UBS AM
UBS AM
Illinois
$527M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B
4
Millennium Management
Millennium Management
New York
$147M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$247M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$774M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$312M
4
O
OppenheimerFunds
New York
$199M
5
Citadel Advisors
Citadel Advisors
Florida
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHB
301
Abner Herrman & Brock
New Jersey
$11.7M +$1.74M +17,525 +17%
DJSG
302
D.J. St. Germain
Massachusetts
$11.6M -$338K -3,407 -3%
EIM
303
ExxonMobil Investment Management
Texas
$11.4M -$1.93M -19,432 -15%
ZIG
304
Zurich Insurance Group
Switzerland
$11.4M -$1,000K -10,068 -8%
MIM
305
Martin Investment Management
Florida
$11.3M – – –
MIFH
306
Migdal Insurance & Financial Holdings
Israel
$11.3M +$85.9K +865 +0.8%
Bank of Nova Scotia
307
Bank of Nova Scotia
Ontario, Canada
$11.3M -$1.42M -14,342 -11%
BWFM
308
Bridgewater Wealth & Financial Management
Maryland
$11.2M -$273K -2,750 -2%
CCM
309
Chilton Capital Management
Texas
$11.2M -$1.01M -10,171 -8%
NCM
310
Noesis Capital Mangement
Florida
$11.1M -$207K -2,085 -2%
MLICM
311
Metropolitan Life Insurance Company (MetLife)
New York
$11M -$23.5M -236,919 -68%
AMI
312
Amica Mutual Insurance
Rhode Island
$10.8M -$1.96M -19,741 -15%
AIA
313
Affinity Investment Advisors
California
$10.8M -$873K -8,793 -8%
OC
314
Oppenheimer & Co
New York
$10.7M -$440K -4,428 -4%
MAM
315
Martingale Asset Management
Massachusetts
$10.6M +$3.6M +36,268 +52%
DekaBank Deutsche Girozentrale
316
DekaBank Deutsche Girozentrale
Germany
$10.5M – – –
RIM
317
Redpoint Investment Management
Australia
$10.5M +$10.5M +105,222 New
CPIM
318
Columbia Partners Investment Management
Virginia
$10.4M +$796K +8,016 +8%
RJFSA
319
Raymond James Financial Services Advisors
Florida
$10.3M +$441K +4,443 +4%
CK
320
Cohen Klingenstein
New York
$10.3M – – –
Truist Financial
321
Truist Financial
North Carolina
$10.3M +$4.75M +47,877 +86%
CM
322
CS McKee
Pennsylvania
$10.1M +$414K +4,170 +4%
Fifth Third Bancorp
323
Fifth Third Bancorp
Ohio
$10.1M +$225K +2,267 +2%
MSA
324
Mason Street Advisors
Wisconsin
$9.97M -$149K -1,501 -1%
LPL Financial
325
LPL Financial
California
$9.88M +$275K +2,769 +3%
11 12
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