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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 %
SCM
76
Smead Capital Management
Arizona
$117M -$134K -1,438 -0.1%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$117M -$3.68M -39,408 -3%
UBS Group
78
UBS Group
Switzerland
$117M -$21.1M -226,505 -15%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$115M -$27.6M -296,976 -19%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$114M -$1.21M -12,994 -1%
Asset Management One
81
Asset Management One
Japan
$111M -$1.12M -11,978 -1%
SOMRS
82
State of Michigan Retirement System
Michigan
$110M +$29.9M +320,900 +37%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$109M -$4.06M -43,500 -4%
EIC
84
Equity Investment Corp
Georgia
$108M -$8.88M -95,187 -8%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$103M -$7.23M -77,476 -7%
First Manhattan
86
First Manhattan
New York
$102M -$2.22M -23,825 -2%
BGIM
87
Brandywine Global Investment Management
Pennsylvania
$101M +$4.19M +44,889 +4%
Prudential Financial
88
Prudential Financial
New Jersey
$97.8M -$42.4M -454,149 -30%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$97.2M -$4.43M -47,540 -4%
ATN
90
AMF Tjänstepension
Sweden
$96.2M -$12.2M -130,490 -11%
Principal Financial Group
91
Principal Financial Group
Iowa
$95.7M -$1.63M -17,425 -2%
Swedbank
92
Swedbank
Sweden
$94.3M +$1.51M +16,221 +2%
Ameriprise
93
Ameriprise
Minnesota
$94.2M -$19.4M -208,202 -17%
MAMU
94
Marathon Asset Management (UK)
United Kingdom
$90.8M +$3.02M +32,382 +3%
Franklin Resources
95
Franklin Resources
California
$90.7M -$142K -1,524 -0.2%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$83.6M -$800K -8,580 -0.9%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$83.3M -$148M -1,589,107 -64%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$82.5M -$30M -321,960 -27%
AI
99
Ariel Investments
Illinois
$82.5M -$2.9M -31,078 -3%
IVA
100
International Value Advisers
$82.1M -$1.17M -12,491 -1%
2 3
4
5 6