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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 %
MIS
176
Morningstar Investment Services
Illinois
$36.4M +$1.26M +12,693 +4%
WFMPM
177
Woodley Farra Manion Portfolio Management
Indiana
$36.2M +$139K +1,397 +0.4%
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$36.2M +$825K +8,311 +2%
CA
179
Commerzbank Aktiengesellschaft
Germany
$36M +$3.72M +37,423 +12%
RG
180
Renaissance Group
Kentucky
$35.7M -$2.35M -23,628 -6%
HighTower Advisors
181
HighTower Advisors
Illinois
$35.1M -$1.16M -11,654 -3%
Connor, Clark & Lunn Investment Management (CC&L)
182
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35M +$9.94M +100,050 +40%
Toronto Dominion Bank
183
Toronto Dominion Bank
Ontario, Canada
$34.2M +$2.71M +27,291 +9%
BMO
184
Beck Mack & Oliver
New York
$34.1M -$1.23M -12,366 -3%
KFC
185
Klingenstein Fields & Co
New York
$33.8M -$1.26M -12,698 -4%
CCP
186
Clarkston Capital Partners
Michigan
$33.7M -$3.09M -31,159 -8%
PP
187
PDT Partners
New York
$32.1M +$5.3M +53,400 +20%
Zurich Cantonal Bank
188
Zurich Cantonal Bank
Switzerland
$32M +$3.66M +36,875 +13%
CFB
189
Cullen/Frost Bankers
Texas
$31.9M -$189K -1,899 -0.6%
BHC
190
Bowen Hanes & Co
Florida
$31.2M -$90.4K -910 -0.3%
Calamos Advisors
191
Calamos Advisors
Illinois
$31.2M -$1.28M -12,868 -4%
SEI Investments
192
SEI Investments
Pennsylvania
$31M +$898K +8,867 +3%
TBC
193
Tweedy, Browne Co
Connecticut
$31M -$3.82M -38,435 -11%
HI
194
Honeywell International
North Carolina
$30.8M +$19.9K +200 +0.1%
TRSOTSOK
195
Teachers Retirement System of the State of Kentucky
Kentucky
$30.4M -$3.11M -31,300 -9%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$30M -$2.76M -27,763 -8%
Brown Advisory
197
Brown Advisory
Maryland
$29.8M +$7.24M +72,859 +32%
PMG
198
Private Management Group
California
$29.7M -$1.49M -14,957 -5%
SC
199
Samlyn Capital
New York
$29.5M -$47M -473,482 -61%
AIG
200
American International Group
New York
$29.3M +$369K +3,713 +1%
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