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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
+$201M
2
UBS AM
UBS AM
Illinois
+$196M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$171M
4
Millennium Management
Millennium Management
New York
+$131M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$111M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
-$309M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$264M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$180M
4
O
OppenheimerFunds
New York
-$172M
5
Citadel Advisors
Citadel Advisors
Florida
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SDIC
526
South Dakota Investment Council
South Dakota
$3.1M -$1.23M -12,380 -28%
BNP Paribas Asset Management
527
BNP Paribas Asset Management
France
$3.07M -$12.4M -124,648 -80%
SW
528
SVB Wealth
Massachusetts
$3.07M -$19.6K -197 -0.6%
PGIM
529
Pacific Global Investment Management
California
$3M +$12.1K +122 +0.4%
BWM
530
Buckley Wealth Management
Nevada
$3M +$3M +30,183 New
CT
531
Chicago Trust
Illinois
$2.99M -$99 -1 -0%
PAG
532
Private Advisor Group
New Jersey
$2.98M -$975K -9,737 -25%
W
533
Wealthfront
California
$2.98M +$314K +3,165 +12%
OAM
534
Oppenheimer Asset Management
New York
$2.96M – – –
NC
535
Northpointe Capital
Michigan
$2.94M +$2.94M +29,634 New
Thrivent Financial for Lutherans
536
Thrivent Financial for Lutherans
Minnesota
$2.91M +$8.84K +89 +0.3%
LMGAM
537
Liberty Mutual Group Asset Management
Massachusetts
$2.9M -$299K -3,014 -9%
CCM
538
Coldstream Capital Management
Washington
$2.9M +$90.5K +911 +3%
MYLI
539
Meiji Yasuda Life Insurance
Japan
$2.86M -$131K -1,320 -4%
SBIA
540
Sheaff Brock Investment Advisors
Indiana
$2.8M +$31.8K +320 +1%
RWM
541
Rench Wealth Management
Texas
$2.79M +$256K +2,578 +10%
OCM
542
One Capital Management
California
$2.79M -$97K -977 -3%
CAPTRUST Financial Advisors
543
CAPTRUST Financial Advisors
North Carolina
$2.78M +$1.14M +11,434 +69%
RJT
544
Raymond James Trust
Florida
$2.78M -$76K -765 -3%
CCM
545
Cadence Capital Management
Massachusetts
$2.78M +$23.2K +234 +0.8%
BFM
546
Boston Financial Management
Massachusetts
$2.77M -$96.8K -975 -3%
TW
547
Transform Wealth
Colorado
$2.77M +$2.77M +27,855 New
SFM
548
Systematic Financial Management
New Jersey
$2.76M -$828K -8,332 -23%
SAM
549
Southernsun Asset Management
Tennessee
$2.74M -$256K -2,580 -9%
SSB
550
Sandy Spring Bank
Maryland
$2.7M -$149K -1,497 -5%
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