AXP icon

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 %
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$6.95M +$175K +1,765 +3%
N
377
Natixis
France
$6.85M +$6.85M +69,018 New
RCM
378
RNC Capital Management
California
$6.83M +$19.4K +195 +0.3%
CSIC
379
Clifford Swan Investment Counsel
California
$6.82M -$77.4K -779 -1%
LSA
380
L & S Advisors
California
$6.76M -$92.4K -930 -1%
CAM
381
Carret Asset Management
New York
$6.69M -$230K -2,314 -3%
CA
382
Cullinan Associates
Kentucky
$6.67M -$2.19M -22,100 -25%
MIM
383
Marco Investment Management
Georgia
$6.62M -$527K -5,309 -7%
GAG
384
GM Advisory Group
New York
$6.61M -$1.26M -12,702 -16%
MCIM
385
Meadow Creek Investment Management
Georgia
$6.59M +$4.23M +42,636 +180%
WF
386
Welch & Forbes
Massachusetts
$6.58M +$314K +3,158 +5%
JG
387
Jefferies Group
New York
$6.56M +$6.5M +65,409 +10,125%
Creative Planning
388
Creative Planning
Kansas
$6.56M +$879K +8,856 +15%
MC
389
Maverick Capital
Texas
$6.49M +$3.94M +39,720 +155%
CGH
390
Crossmark Global Holdings
Texas
$6.41M +$368K +3,703 +6%
COPPSERS
391
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.4M +$474K +4,772 +8%
CAM
392
Cubic Asset Management
Massachusetts
$6.35M -$152K -1,533 -2%
IIC
393
Ironwood Investment Counsel
Arizona
$6.29M +$12.6K +127 +0.2%
CB
394
Chemical Bank
Michigan
$6.22M -$48.7K -490 -0.8%
WAM
395
World Asset Management
Michigan
$6.13M -$603K -6,075 -9%
BC
396
Bartlett & Co
Ohio
$6.11M – – –
SI
397
Stephens Inc
Arkansas
$6.09M -$221K -2,221 -3%
DWT
398
Dorsey & Whitney Trust
South Dakota
$6.08M -$168K -1,695 -3%
FQ
399
First Quadrant
California
$6.06M +$68.2K +687 +1%
OAC
400
OMERS Administration Corp
Ontario, Canada
$6.06M +$2.43M +24,500 +67%
14 15
16
17 18