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American Express
AXP

Overview Fund Activity

1,440 hedge funds and large institutions have $67.5B invested in American Express in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 459 increasing their positions, 592 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,440
Holders Change
+13
Holders Change %
+0.91%
% of All Funds
33.05%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.99%
New
107
Increased
459
Reduced
592
Closed
83
Calls
$469M
Puts
$671M
Net Calls
-$202M
Net Calls Change
+$127M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$721M
2
Boston Partners
2
Boston Partners
Massachusetts
$448M
3
EVM
3
Eaton Vance Management
Massachusetts
$242M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$133M
5
VAM
5
Veritas Asset Management
United Kingdom
$1.12B

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$910M
2
State Street
2
State Street
Massachusetts
$3.52B
3
O
3
OppenheimerFunds
New York
$4.58M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$83.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPP
26
Findlay Park Partners
United Kingdom
$438M +$27.6M +295,820 +7%
Deutsche Bank
27
Deutsche Bank
Germany
$432M +$79.7M +854,054 +23%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$409M -$84.1M -901,662 -17%
Goldman Sachs
29
Goldman Sachs
New York
$379M -$13.5M -144,270 -3%
RCWMU
30
Rothschild & Co Wealth Management (UK)
United Kingdom
$377M +$14.9M +159,552 +4%
Allianz Asset Management
31
Allianz Asset Management
Germany
$374M +$27.3M +292,571 +8%
PP
32
Prudential plc
United Kingdom
$347M +$44.2M +473,757 +15%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$340M +$9.89M +106,055 +3%
Legal & General Group
34
Legal & General Group
United Kingdom
$318M -$28M -300,539 -8%
Janus Henderson Group
35
Janus Henderson Group
United Kingdom
$309M +$61.6M +659,382 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
36
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$305M +$21.9M +234,682 +8%
Dimensional Fund Advisors
37
Dimensional Fund Advisors
Texas
$289M +$1.19M +12,742 +0.4%
Charles Schwab
38
Charles Schwab
California
$258M +$6.7M +71,786 +3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$258M +$26.2M +280,969 +11%
Caisse de Depot et Placement du Quebec (CDPQ)
40
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$253M +$7.72M +82,731 +3%
Wells Fargo
41
Wells Fargo
California
$253M -$3.22M -34,469 -1%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$246M -$70.3M -753,809 -22%
APG Asset Management
43
APG Asset Management
Netherlands
$245M +$4.1M +54,000 +2%
EVM
44
Eaton Vance Management
Massachusetts
$242M +$119M +1,277,438 +97%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$221M +$3.05M +32,676 +1%
TCIM
46
TIAA CREF Investment Management
New York
$220M -$75.3M -807,557 -25%
PPA
47
Parametric Portfolio Associates
Washington
$209M +$3.6M +38,635 +2%
FPA
48
First Pacific Advisors
California
$204M -$42M -450,207 -17%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$199M +$6.61M +70,845 +3%
GI
50
GAMCO Investors
Connecticut
$197M -$12M -128,828 -6%
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