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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 %
CTA
326
Chesley Taft & Associates
Illinois
$9.7M -$104K -1,048 -1%
FBA
327
Front Barnett Associates
Illinois
$9.69M -$1.15M -11,530 -11%
KPCM
328
Kings Point Capital Management
New York
$9.67M +$14K +141 +0.1%
MSV
329
MN Services Vermogensbeheer
Netherlands
$9.67M -$695K -8,400 -7%
Luther King Capital Management (LKCM)
330
Luther King Capital Management (LKCM)
Texas
$9.59M +$319K +3,208 +3%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$9.56M +$79.1K +796 +0.8%
CCA
332
Cobblestone Capital Advisors
New York
$9.51M -$52.4K -528 -0.5%
IL
333
Investure LLC
Virginia
$9.49M +$4M +40,304 +73%
SCM
334
Stevens Capital Management
Pennsylvania
$9.24M +$9.24M +93,017 New
BCM
335
Buckhead Capital Management
Georgia
$9.16M -$686K -6,903 -7%
BFA
336
Bragg Financial Advisors
North Carolina
$9.12M +$148K +1,490 +2%
FIB
337
First Interstate Bank
Montana
$9.09M -$113K -1,142 -1%
AB
338
Amalgamated Bank
New York
$9.02M +$651K +6,554 +8%
SGI
339
Summit Global Investments
Utah
$9M -$5.81M -58,535 -39%
FTIOP
340
Fiduciary Trust International of Pennsylvania
Pennsylvania
$8.99M +$111K +1,113 +1%
BUB
341
BBVA USA Bancshares
Texas
$8.97M -$150K -1,515 -2%
MOACM
342
Mutual of America Capital Management
New York
$8.97M +$11.7K +118 +0.1%
B
343
BP
United Kingdom
$8.94M – – –
HA
344
Heartland Advisors
Wisconsin
$8.86M -$1.76M -17,708 -17%
NAM
345
Nissay Asset Management
Japan
$8.75M +$8.75M +88,157 New
MAA
346
Matrix Asset Advisors
New York
$8.58M -$1.95M -19,627 -19%
BHTS
347
Bar Harbor Trust Services
Maine
$8.54M -$3.77K -38 -0%
APFBOT
348
Amica Pension Fund Board of Trustees
Rhode Island
$8.47M – – –
TFA
349
Transamerica Financial Advisors
Florida
$8.45M -$134K -1,347 -2%
SCM
350
Sterling Capital Management
North Carolina
$8.36M +$754K +7,591 +10%
12 13
14
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