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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 %
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$81.3M -$560K -6,008 -0.7%
Baillie Gifford & Co
102
Baillie Gifford & Co
United Kingdom
$80.5M +$8.65M +92,764 +12%
CIP
103
Cornerstone Investment Partners
Georgia
$79.3M +$903K +9,683 +1%
SO
104
STRS Ohio
Ohio
$78.1M +$6.31M +67,674 +9%
GLA
105
Great Lakes Advisors
Illinois
$76.7M +$20.3M +242,648 +36%
Two Sigma Advisers
106
Two Sigma Advisers
New York
$75.4M +$40M +428,400 +113%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$72.7M -$463K -4,968 -0.6%
Citigroup
108
Citigroup
New York
$70.9M +$18M +193,103 +34%
Stifel Financial
109
Stifel Financial
Missouri
$69.7M +$2.4M +25,741 +4%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$66.4M -$2.08M -22,344 -3%
Korea Investment Corp
111
Korea Investment Corp
South Korea
$66.2M -$2.26M -24,261 -3%
DAM
112
Davis Asset Management
California
$65.3M – – –
RJA
113
Raymond James & Associates
Florida
$64.9M +$10.8M +115,424 +20%
CIC
114
Crawford Investment Counsel
Georgia
$64.7M +$481K +5,152 +0.7%
AAMU
115
Amundi Asset Management US
Massachusetts
$62.4M -$5.01M -53,665 -7%
HP
116
Hosking Partners
United Kingdom
$62.2M +$2.77M +29,698 +5%
PAM
117
Panagora Asset Management
Massachusetts
$60.4M -$43.7M -468,998 -42%
JIC
118
Johnson Investment Counsel
Ohio
$59.4M +$3.21M +34,411 +6%
National Pension Service
119
National Pension Service
South Korea
$59.1M -$213K -2,286 -0.4%
PI
120
PGGM Investments
Netherlands
$59M – – –
Canada Life
121
Canada Life
Manitoba, Canada
$58.8M -$10.4M -110,571 -15%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$58M -$1.15M -12,307 -2%
SM
123
Seminole Management
New York
$57.1M +$2.81M +30,118 +5%
DLA
124
Douglas Lane & Associates
New York
$56.9M -$1.37M -14,666 -2%
CCM
125
Check Capital Management
California
$55.7M +$8.5M +91,157 +18%
3 4
5
6 7