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American Express
AXP

Overview Fund Activity

1,522 hedge funds and large institutions have $68.3B invested in American Express in 2018 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 566 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,522
Holders Change
+73
Holders Change %
+5.04%
% of All Funds
33.97%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
1.29%
New
185
Increased
464
Reduced
566
Closed
100
Calls
$462M
Puts
$738M
Net Calls
-$276M
Net Calls Change
+$17.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.34B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$755M
3
CAM
3
Close Asset Management
United Kingdom
$131M
4
SC
4
Samlyn Capital
New York
$123M
5
Citadel Advisors
5
Citadel Advisors
Florida
$146M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.29B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.79B
3
TP
3
Third Point
New York
$276M
4
FPP
4
Findlay Park Partners
United Kingdom
$257M
5
FPA
5
First Pacific Advisors
California
$543K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$115M +$1.38M +14,493 +1%
Asset Management One
77
Asset Management One
Japan
$114M +$331K +3,476 +0.3%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$112M +$9.41M +98,752 +9%
AllianceBernstein
79
AllianceBernstein
Tennessee
$111M -$4.7M -49,343 -4%
SCM
80
Smead Capital Management
Arizona
$109M -$5.3M -55,611 -5%
USAA
81
United Services Automobile Association
Texas
$107M -$1.79M -18,733 -2%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$99M -$6.06M -63,602 -6%
First Manhattan
83
First Manhattan
New York
$98.6M -$1.52M -15,926 -2%
Principal Financial Group
84
Principal Financial Group
Iowa
$98.4M -$2.38M -24,989 -2%
MAMU
85
Marathon Asset Management (UK)
United Kingdom
$97M +$6.06M +63,525 +7%
EIC
86
Equity Investment Corp
Georgia
$96.3M -$2.96M -31,066 -3%
AC
87
AKO Capital
United Kingdom
$96M +$29.5M +309,238 +44%
TPI
88
Tesco Pension Investment
United Kingdom
$94.4M -$51.6M -541,316 -35%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$93.9M -$274K -2,875 -0.3%
Swedbank
90
Swedbank
Sweden
$93.6M +$535K +5,663 +0.6%
Franklin Resources
91
Franklin Resources
California
$89.6M -$1.93M -20,291 -2%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$82M -$3.06M -32,061 -4%
Ameriprise
93
Ameriprise
Minnesota
$80.1M -$5.51M -57,861 -6%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$77.8M +$4.09M +42,991 +6%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$77.8M +$4.95M +51,900 +7%
National Pension Service
96
National Pension Service
South Korea
$76.6M +$4.33M +40,569 +6%
SO
97
STRS Ohio
Ohio
$75.8M +$748K +7,849 +1%
CIP
98
Cornerstone Investment Partners
Georgia
$75.7M -$2.74M -28,773 -3%
BGIM
99
Brandywine Global Investment Management
Pennsylvania
$75M -$20.8M -218,146 -22%
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$72.5M – – –
2 3
4
5 6