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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
Deutsche Bank
Germany
$375M
2
UBS AM
UBS AM
Illinois
$527M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B
4
Millennium Management
Millennium Management
New York
$147M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$247M

Top Sellers

1
DSA
Davis Selected Advisers
Arizona
$774M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$312M
4
O
OppenheimerFunds
New York
$199M
5
Citadel Advisors
Citadel Advisors
Florida
$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHB
1426
Bank Hapoalim BM
Israel
$597 -$32 -325 -5%
LGWM
1427
Litman Gregory Wealth Management
California
$20 – – –
LP
1428
Longview Partners
Guernsey
– -$93.1M -1,028,945 Closed
NFA
1429
Nationwide Fund Advisors
Ohio
– -$38.8M -429,428 Closed
SAM
1430
Sentinel Asset Management
Vermont
– -$24.2M -267,400 Closed
Marshall Wace
1431
Marshall Wace
United Kingdom
– -$18M -199,720 Closed
GC
1432
Gillson Capital
Illinois
– -$15.4M -169,783 Closed
QIM
1433
Quantitative Investment Management
Virginia
– -$11.7M -128,800 Closed
CA
1434
Claar Advisors
New York
– -$9.05M -100,000 Closed
UOC
1435
UBS O'Connor
Illinois
– -$6.78M -75,000 Closed
Wolverine Trading
1436
Wolverine Trading
Illinois
– -$6.64M -73,421 Closed
SCC
1437
Steel Canyon Capital
Arizona
– -$5.28M -58,377 Closed
PVH
1438
Psagot Value Holdings
Israel
– -$4.67M -51,582 Closed
PAA
1439
Peregrine Asset Advisers
Oregon
– -$4.06M -44,928 Closed
BVDMP
1440
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
– -$3.2M -35,330 Closed
DF
1441
Donoghue Forlines
Massachusetts
– -$2.46M -27,167 Closed
NLI
1442
Nippon Life Insurance
Japan
– -$2.39M -26,453 Closed
T
1443
Thomaspartners
Massachusetts
– -$2.32M -25,652 Closed
BB
1444
Busey Bank
Illinois
– -$1.62M -17,926 Closed
CWP
1445
Capital Wealth Planning
Florida
– -$1.35M -14,870 Closed
FP
1446
FDO Partners
Massachusetts
– -$1.21M -13,357 Closed
FIM
1447
Farmhouse Investment Management
California
– -$1.04M -11,450 Closed
NIMI
1448
Natixis Investment Managers International
France
– -$977K -10,803 Closed
RIM
1449
Rampart Investment Management
Connecticut
– -$838K -9,267 Closed
NPC
1450
National Planning Corporation
California
– -$821K -9,071 Closed
56 57
58
59 60