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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
Parnassus Investments
California
$721M
2
Boston Partners
Boston Partners
Massachusetts
$448M
3
EVM
Eaton Vance Management
Massachusetts
$242M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$133M
5
VAM
Veritas Asset Management
United Kingdom
$1.12B

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$910M
2
State Street
State Street
Massachusetts
$3.52B
3
O
OppenheimerFunds
New York
$4.58M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$83.3M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$165M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
126
Hexavest
Quebec, Canada
$55.7M -$25.5M -273,835 -31%
CAM
127
Cacti Asset Management
Georgia
$53.7M +$321K +3,440 +0.6%
QI
128
QV Investors
Alberta, Canada
$53.4M -$4.21M -45,140 -7%
Ninety One (UK)
129
Ninety One (UK)
United Kingdom
$53.3M -$2.6M -27,869 -5%
Aberdeen Group
130
Aberdeen Group
United Kingdom
$53.1M -$10.3M -110,276 -16%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$53M -$1.91M -20,485 -3%
RCAMU
132
Rothschild & Co Asset Management US
Connecticut
$52.3M -$2.51M -26,906 -5%
GIA
133
Gateway Investment Advisers
Ohio
$52.2M -$3.89M -41,688 -7%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$52M +$277K +2,968 +0.5%
BCM
135
Bridgeway Capital Management
Texas
$50.7M +$56K +600 +0.1%
BTW
136
Boston Trust Walden
Massachusetts
$50.2M -$62.7K -672 -0.1%
AQR Capital Management
137
AQR Capital Management
Connecticut
$49.2M +$8.19M +87,842 +20%
Primecap Management
138
Primecap Management
California
$48.2M -$728K -7,800 -1%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$48.1M -$24.9M -267,011 -34%
GC
140
Guggenheim Capital
Illinois
$48M -$1.01M -10,800 -2%
AG
141
Aperio Group
California
$47.9M +$976K +10,458 +2%
Adage Capital Partners
142
Adage Capital Partners
Massachusetts
$47.8M -$47.4M -508,300 -50%
FIM
143
Foresters Investment Management
New York
$47.6M +$2.57M +27,507 +6%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$47.4M +$35.3M +378,574 +292%
Kovitz Investment Group Partners
145
Kovitz Investment Group Partners
Illinois
$45.6M -$9.63M -103,223 -17%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.5M -$7.82M -83,822 -15%
Lazard Asset Management
147
Lazard Asset Management
New York
$45.4M +$327K +3,501 +0.7%
US Bancorp
148
US Bancorp
Minnesota
$45.4M -$500K -5,364 -1%
GT
149
Glenmede Trust
Pennsylvania
$45.3M – – –
CIM
150
Confluence Investment Management
Missouri
$44.8M -$1.41M -15,116 -3%
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