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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 %
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$49.3M +$12.4M +129,701 +33%
CI
127
Cambiar Investors
Colorado
$49.1M -$2.49M -26,154 -5%
MAM
128
Martingale Asset Management
Massachusetts
$48.8M -$1.58M -16,600 -3%
CI Investments Inc
129
CI Investments Inc
Ontario, Canada
$47.6M +$7.19M +75,400 +18%
ASC
130
Atalanta Sosnoff Capital
New York
$46.4M +$46.4M +486,859 New
Brown Advisory
131
Brown Advisory
Maryland
$46.4M +$1.44M +15,150 +3%
AQR Capital Management
132
AQR Capital Management
Connecticut
$45.9M -$5.65M -59,298 -11%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$45.6M +$405K +4,245 +0.9%
Kovitz Investment Group Partners
134
Kovitz Investment Group Partners
Illinois
$44.9M -$596K -6,257 -1%
TRSOTSOK
135
Teachers Retirement System of the State of Kentucky
Kentucky
$44.2M +$8.26M +86,610 +23%
H
136
Hexavest
Quebec, Canada
$44M -$2.19M -22,975 -5%
US Bancorp
137
US Bancorp
Minnesota
$43.8M -$617K -6,476 -1%
FIM
138
Foresters Investment Management
New York
$43.8M -$5.24M -54,950 -11%
SBCM
139
Schwerin Boyle Capital Management
Massachusetts
$43.8M -$174K -1,825 -0.4%
ET
140
Equitable Trust
Tennessee
$43.5M -$942K -9,883 -2%
Royal London Asset Management
141
Royal London Asset Management
United Kingdom
$42.9M +$8.45M +89,527 +25%
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$42.8M -$5.08M -53,307 -11%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$42.2M +$534K +5,602 +1%
Aberdeen Group
144
Aberdeen Group
United Kingdom
$41.8M -$9.89M -104,410 -19%
Squarepoint
145
Squarepoint
New York
$41.4M +$18.5M +193,878 +81%
Citigroup
146
Citigroup
New York
$41.3M +$4.11M +43,122 +11%
CCMG
147
Clark Capital Management Group
Pennsylvania
$40.1M +$8.09M +84,918 +25%
GG
148
Gofen & Glossberg
Illinois
$39.3M -$241K -2,526 -0.6%
ACL
149
Azora Capital LP
Florida
$38.7M +$38.7M +405,595 New
BCF
150
BLS Capital Fondsmaeglerselskab
Denmark
$37.6M +$5.65M +59,300 +18%
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