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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 %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$87.2M -$1.61M -16,202 -2%
Boston Partners
102
Boston Partners
Massachusetts
$87.2M +$1.92M +19,350 +2%
H
103
Hexavest
Quebec, Canada
$86.5M +$3.15M +31,707 +4%
Alyeska Investment Group
104
Alyeska Investment Group
Illinois
$86M +$82M +825,459 +2,062%
SOMRS
105
State of Michigan Retirement System
Michigan
$85.3M -$1.14M -11,500 -1%
CIP
106
Cornerstone Investment Partners
Georgia
$83.5M -$6.55M -65,921 -7%
State of Tennessee, Department of Treasury
107
State of Tennessee, Department of Treasury
Tennessee
$82.6M +$37.8M +380,567 +84%
Retirement Systems of Alabama
108
Retirement Systems of Alabama
Alabama
$77.9M -$678K -6,827 -0.9%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$77.7M -$33.1M -333,629 -30%
Baillie Gifford & Co
110
Baillie Gifford & Co
United Kingdom
$76.5M -$13.5M -135,855 -15%
SO
111
STRS Ohio
Ohio
$76.4M -$19.6M -197,206 -20%
Canada Life
112
Canada Life
Manitoba, Canada
$73.3M -$723K -7,293 -1%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$72.9M -$819K -8,251 -1%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$72.9M +$6.44M +64,800 +10%
AAMU
115
Amundi Asset Management US
Massachusetts
$71.7M +$30.6M +308,599 +75%
Stifel Financial
116
Stifel Financial
Missouri
$71.6M -$5.54M -55,802 -7%
DAM
117
Davis Asset Management
California
$69.5M – – –
CIC
118
Crawford Investment Counsel
Georgia
$68.4M -$1.17M -11,737 -2%
Aberdeen Group
119
Aberdeen Group
United Kingdom
$67.3M -$3.63M -36,573 -5%
GLA
120
Great Lakes Advisors
Illinois
$66.9M -$697K -7,017 -1%
HP
121
Hosking Partners
United Kingdom
$63.2M -$4.01M -40,397 -6%
National Pension Service
122
National Pension Service
South Korea
$63.2M -$603K -6,073 -0.9%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$62.9M -$1.56M -15,688 -2%
PI
124
PGGM Investments
Netherlands
$62.8M -$22.1M -222,917 -26%
DLA
125
Douglas Lane & Associates
New York
$62.1M -$4.83M -48,683 -7%
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5
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