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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 %
RJA
101
Raymond James & Associates
Florida
$71.9M +$1M +10,510 +1%
ATN
102
AMF Tjänstepension
Sweden
$71M -$9.83M -103,150 -12%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$68.2M -$2.46M -25,769 -3%
DAM
104
Davis Asset Management
California
$66.7M – – –
CIC
105
Crawford Investment Counsel
Georgia
$64.2M -$771K -8,092 -1%
PAM
106
Panagora Asset Management
Massachusetts
$63.4M +$5.81M +60,954 +10%
JIC
107
Johnson Investment Counsel
Ohio
$62.6M +$329K +3,451 +0.5%
Stifel Financial
108
Stifel Financial
Missouri
$59.8M -$12.5M -130,944 -17%
GLA
109
Great Lakes Advisors
Illinois
$59.8M -$23.5M -246,892 -28%
Lazard Asset Management
110
Lazard Asset Management
New York
$59.3M +$1.69M +17,685 +3%
DLA
111
Douglas Lane & Associates
New York
$56.6M +$782K +8,201 +1%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$56M -$469K -4,925 -0.8%
PI
113
PGGM Investments
Netherlands
$55.8M -$4.42M -46,383 -7%
State of Tennessee, Department of Treasury
114
State of Tennessee, Department of Treasury
Tennessee
$55.8M +$9.57M +100,376 +21%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$55.6M -$92.9M -974,671 -63%
CAM
116
Cacti Asset Management
Georgia
$55M – – –
RCAMU
117
Rothschild & Co Asset Management US
Connecticut
$54.4M -$338K -3,550 -0.6%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$53.4M -$42.6M -446,706 -44%
CCM
119
Check Capital Management
California
$53.3M -$1.74M -18,240 -3%
AG
120
Aperio Group
California
$53.3M +$937K +9,827 +2%
Canada Life
121
Canada Life
Manitoba, Canada
$53.2M +$1.25M +13,606 +2%
BTW
122
Boston Trust Walden
Massachusetts
$51.1M -$721K -7,560 -1%
BCM
123
Bridgeway Capital Management
Texas
$51.1M -$453K -4,750 -0.9%
TD Asset Management
124
TD Asset Management
Ontario, Canada
$50.4M -$1.25M -13,102 -2%
HP
125
Hosking Partners
United Kingdom
$49.8M -$9.27M -97,303 -16%
3 4
5
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