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

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$774M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$1.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$312M
4
O
4
OppenheimerFunds
New York
$199M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fayez Sarofim & Co
51
Fayez Sarofim & Co
Texas
$209M -$15.5M -156,448 -7%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$206M +$65M +654,563 +46%
Nordea Investment Management
53
Nordea Investment Management
Sweden
$205M -$4.75M -47,807 -2%
KP
54
Kiltearn Partners
United Kingdom
$201M -$45M -453,320 -18%
O
55
OppenheimerFunds
New York
$199M -$172M -1,734,165 -46%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$198M -$1.72M -17,322 -0.9%
Axa
57
Axa
France
$198M +$20M +201,182 +11%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$196M -$13M -131,296 -6%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$188M -$2.56M -25,729 -1%
TPI
60
Tesco Pension Investment
United Kingdom
$183M +$1.27M +12,772 +0.7%
Neuberger Berman Group
61
Neuberger Berman Group
New York
$171M -$19.3M -194,519 -10%
CS
62
Credit Suisse
Switzerland
$160M +$22.4M +225,584 +16%
TAM
63
Troy Asset Management
United Kingdom
$156M -$2.36M -23,724 -1%
FI
64
Focused Investors
California
$153M -$4.21M -42,400 -3%
GF
65
Gabelli Funds
New York
$153M -$24.8M -249,284 -14%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$153M +$26.6M +267,243 +21%
Prudential Financial
67
Prudential Financial
New Jersey
$149M +$17.9M +180,697 +14%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$148M -$2.7M -27,212 -2%
Millennium Management
69
Millennium Management
New York
$147M +$131M +1,324,105 +848%
UBS Group
70
UBS Group
Switzerland
$147M +$42.1M +423,603 +40%
USAA
71
United Services Automobile Association
Texas
$145M +$1.15M +11,600 +0.8%
Barclays
72
Barclays
United Kingdom
$136M +$65.9M +663,622 +94%
RhumbLine Advisers
73
RhumbLine Advisers
Massachusetts
$133M +$1.29M +12,982 +1%
EVM
74
Eaton Vance Management
Massachusetts
$131M +$1.43M +14,433 +1%
AllianceBernstein
75
AllianceBernstein
Tennessee
$130M -$4.35M -43,824 -3%
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