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American Express
AXP

Overview Fund Activity

1,260 hedge funds and large institutions have $62.5B invested in American Express in 2017 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 394 increasing their positions, 543 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,260
Holders Change
+9
Holders Change %
+0.72%
% of All Funds
31.46%
Holding in Top 10
52
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20.93%
% of All Funds
1.3%
New
90
Increased
394
Reduced
543
Closed
71
Calls
$668M
Puts
$922M
Net Calls
-$254M
Net Calls Change
-$109M

Top Buyers

1
VAM
1
Veritas Asset Management
United Kingdom
$868M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$102M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$94.5M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$90.7M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$75.9M

Top Sellers

1
FMI
1
Fiduciary Management Inc
Wisconsin
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$308M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$590M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.38M
5
State Street
5
State Street
Massachusetts
$3.33B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAMU
101
Pictet Asset Management (UK)
United Kingdom
$76.4M +$24.3M +315,878 +47%
Arrowstreet Capital
102
Arrowstreet Capital
Massachusetts
$75.9M +$75.3M +893,400 +11,603%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$75.7M -$2.5M -29,655 -3%
Baillie Gifford & Co
104
Baillie Gifford & Co
United Kingdom
$75.7M -$330K -3,917 -0.4%
SOMRS
105
State of Michigan Retirement System
Michigan
$75.4M -$5.52M -65,495 -7%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$73.7M -$26.2M -311,246 -26%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$72.8M +$1.07M +12,696 +1%
AI
108
Ariel Investments
Illinois
$72.5M +$2.52M +29,928 +4%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$72.1M -$11.8M -140,203 -14%
Boston Partners
110
Boston Partners
Massachusetts
$69.5M +$69.5M +824,464 New
Brown Advisory
111
Brown Advisory
Maryland
$67.9M +$48.1M +570,696 +243%
Retirement Systems of Alabama
112
Retirement Systems of Alabama
Alabama
$67.3M +$36.5M +433,465 +118%
Kovitz Investment Group Partners
113
Kovitz Investment Group Partners
Illinois
$66.9M +$282K +3,352 +0.4%
ATN
114
AMF Tjänstepension
Sweden
$66.1M – – –
H
115
Hexavest
Quebec, Canada
$66.1M -$54.4M -645,721 -45%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$66M +$24.1M +285,746 +57%
Capital International Investors
117
Capital International Investors
California
$65.6M – – –
LCS
118
Levin Capital Strategies
New York
$64.1M +$11.6M +137,373 +22%
QI
119
QV Investors
Alberta, Canada
$62M -$991K -11,760 -2%
AAM
120
Aberdeen Asset Management
United Kingdom
$62M +$2.13M +25,256 +4%
Canada Life
121
Canada Life
Manitoba, Canada
$61.8M -$14.4M -171,010 -19%
DLA
122
Douglas Lane & Associates
New York
$61.7M +$378K +4,485 +0.6%
Stifel Financial
123
Stifel Financial
Missouri
$60.4M +$5.77M +68,515 +11%
DAM
124
Davis Asset Management
California
$59M – – –
SM
125
Seminole Management
New York
$59M +$13.2M +156,216 +29%
3 4
5
6 7