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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 %
QI
126
QV Investors
Alberta, Canada
$61.4M -$7.56M -76,150 -11%
MWA
127
Marshall Wace Asia
Hong Kong
$61M +$35.4M +356,316 +138%
JIC
128
Johnson Investment Counsel
Ohio
$59.8M -$22.5K -227 -0%
GIA
129
Gateway Investment Advisers
Ohio
$59.7M +$4.54M +45,669 +8%
HCM
130
Highfields Capital Management
Massachusetts
$59.6M +$59.6M +600,000 New
Ninety One (UK)
131
Ninety One (UK)
United Kingdom
$59.5M -$542K -5,462 -0.9%
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$58.5M +$347K +3,494 +0.6%
RCAMU
133
Rothschild & Co Asset Management US
Connecticut
$58.3M -$1.98M -19,924 -3%
SM
134
Seminole Management
New York
$57.8M -$15.3M -153,926 -21%
RJA
135
Raymond James & Associates
Florida
$57.6M +$1.66M +16,700 +3%
Ohio Public Employees Retirement System (OPERS)
136
Ohio Public Employees Retirement System (OPERS)
Ohio
$56.8M +$5.55M +55,874 +11%
CAM
137
Cacti Asset Management
Georgia
$56.8M +$23.3K +235 +0%
Citigroup
138
Citigroup
New York
$56.3M +$2.59M +26,118 +5%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$55.3M -$3.59M -36,151 -6%
TD Asset Management
140
TD Asset Management
Ontario, Canada
$55.1M -$13.6M -136,446 -20%
BCM
141
Bridgeway Capital Management
Texas
$53.9M +$53.9M +542,579 New
BTW
142
Boston Trust Walden
Massachusetts
$53.5M +$22.3K +225 +0%
GC
143
Guggenheim Capital
Illinois
$52.2M +$5.15M +51,850 +11%
Primecap Management
144
Primecap Management
California
$52.1M – – –
HP
145
Holowesko Partners
Bahamas
$51.5M -$43.4M -437,000 -46%
CCM
146
Check Capital Management
California
$50.2M -$2.17M -21,881 -4%
AG
147
Aperio Group
California
$49.9M +$1.21M +12,196 +2%
CIM
148
Confluence Investment Management
Missouri
$49.2M -$3.48M -35,043 -7%
US Bancorp
149
US Bancorp
Minnesota
$48.8M +$444K +4,471 +0.9%
Lazard Asset Management
150
Lazard Asset Management
New York
$48M +$2.38M +23,985 +5%
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