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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 %
FIM
151
Foresters Investment Management
New York
$47.9M -$1.85M -18,678 -4%
SBCM
152
Schwerin Boyle Capital Management
Massachusetts
$46.6M -$551K -5,550 -1%
GT
153
Glenmede Trust
Pennsylvania
$45.3M +$77.6K +781 +0.2%
CI
154
Cambiar Investors
Colorado
$45M -$3.68M -37,017 -8%
William Blair & Company
155
William Blair & Company
Illinois
$44.5M +$432K +4,351 +1%
GG
156
Gofen & Glossberg
Illinois
$43.7M -$43.1K -434 -0.1%
AQR Capital Management
157
AQR Capital Management
Connecticut
$43.6M +$19.2M +193,269 +79%
CWM
158
CIBC World Markets
New York
$43.5M +$6.09M +61,303 +16%
DWA
159
Douglass Winthrop Advisors
New York
$43.1M -$129K -1,299 -0.3%
SI
160
Sentry Investments
Ontario, Canada
$43M -$15.6M -156,600 -27%
BCM
161
Becker Capital Management
Oregon
$42.5M -$2.85M -28,680 -6%
CTB
162
Country Trust Bank
Illinois
$42.2M -$1.01M -10,151 -2%
ACI
163
AMP Capital Investors
Australia
$41.9M +$1.33M +13,403 +3%
BCIM
164
British Columbia Investment Management
British Columbia, Canada
$41.8M +$2.04M +20,589 +5%
Aviva
165
Aviva
United Kingdom
$41.7M -$6.66M -67,042 -14%
ProShare Advisors
166
ProShare Advisors
Maryland
$41.3M +$15.4M +155,197 +60%
CS
167
Candriam SCA
Luxembourg
$40.3M -$384K -3,863 -0.9%
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$39.7M – – –
BCF
169
BLS Capital Fondsmaeglerselskab
Denmark
$38.9M -$6.88M -69,272 -15%
Natixis Advisors
170
Natixis Advisors
Massachusetts
$38.7M -$583K -5,872 -1%
MG
171
Markel Group
Virginia
$38.3M – – –
Two Sigma Advisers
172
Two Sigma Advisers
New York
$37.8M +$19.5M +195,900 +106%
ADEF
173
Adams Diversified Equity Fund
Maryland
$37.6M – – –
BTP
174
Bloom Tree Partners
New York
$37.4M +$37.4M +376,476 New
Macquarie Group
175
Macquarie Group
Australia
$36.5M +$17.1M +171,822 +88%
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