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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 %
CWM
201
CIBC World Markets
New York
$26.2M -$14.7M -157,351 -36%
ACM
202
Aquamarine Capital Management
New York
$25.4M – – –
WM
203
WS Management
Florida
$25.4M – – –
VDI
204
Vaughan David Investments
Illinois
$24.6M +$261K +2,795 +1%
DWA
205
Douglass Winthrop Advisors
New York
$24.2M -$16.3M -175,045 -40%
KBC Group
206
KBC Group
Belgium
$23.7M -$683K -7,322 -3%
HIMC
207
Heritage Investors Management Corp
Maryland
$23.6M -$509K -5,455 -2%
ESBC
208
E.S. Barr & Co
Kentucky
$23.3M -$747K -8,004 -3%
Man Group
209
Man Group
United Kingdom
$23.2M +$23.2M +248,632 New
Bank of Nova Scotia
210
Bank of Nova Scotia
Ontario, Canada
$23.2M +$12.6M +135,158 +119%
MAM
211
Martingale Asset Management
Massachusetts
$22.9M +$13M +139,256 +131%
CCMG
212
Clark Capital Management Group
Pennsylvania
$22.5M +$873K +9,354 +4%
IP
213
Interval Partners
New York
$22M +$3.19M +34,237 +17%
SOADOR
214
State of Alaska Department of Revenue
Alaska
$21.6M +$3.95M +42,380 +22%
GIBU
215
Gulf International Bank (UK)
United Kingdom
$21.5M -$1.01M -10,817 -4%
MIFH
216
Migdal Insurance & Financial Holdings
Israel
$21.3M +$10.6M +113,959 +100%
Comerica Bank
217
Comerica Bank
Texas
$20.8M -$220K -2,148 -1%
NG
218
NatWest Group
United Kingdom
$20.8M +$609K +6,529 +3%
ASRS
219
Arizona State Retirement System
Arizona
$20.6M -$1.49M -16,000 -7%
Nuveen Asset Management
220
Nuveen Asset Management
Illinois
$20.6M -$468K -5,012 -2%
DZ Bank
221
DZ Bank
Germany
$20.4M +$4.13M +52,805 +25%
UCFA
222
United Capital Financial Advisors
Texas
$20.3M +$280K +2,998 +1%
MIM
223
MetLife Investment Management
New Jersey
$20.2M -$569K -6,102 -3%
Citadel Advisors
224
Citadel Advisors
Florida
$20.1M +$16.7M +179,245 +496%
RFC
225
Regions Financial Corp
Alabama
$20M -$2.73M -29,235 -12%
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