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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
+$515M
2
Boston Partners
Boston Partners
Massachusetts
+$367M
3
EVM
Eaton Vance Management
Massachusetts
+$119M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$113M
5
VAM
Veritas Asset Management
United Kingdom
+$92.6M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$198M
2
State Street
State Street
Massachusetts
-$195M
3
O
OppenheimerFunds
New York
-$182M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$148M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
276
Xact Kapitalforvaltning
Sweden
$13.4M +$520K +5,579 +4%
CB
277
Commerce Bank
Missouri
$13.2M -$514K -5,506 -4%
JPMPWA
278
J.P. Morgan Private Wealth Advisors
California
$13.2M -$66.8K -716 -0.5%
MSL
279
Mackay Shields LLC
New York
$13.1M +$13.1M +140,064 New
MIM
280
Martin Investment Management
Florida
$13M +$1.31M +14,027 +11%
Janney Montgomery Scott
281
Janney Montgomery Scott
Pennsylvania
$13M -$459K -4,925 -3%
OTPPB
282
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.8M +$340K +3,642 +3%
FT
283
Fiduciary Trust
Massachusetts
$12.8M +$1.48M +15,897 +13%
WJA
284
Williams Jones & Associates
New York
$12.6M -$27.4K -294 -0.2%
MIM
285
Manitou Investment Management
Ontario, Canada
$12.6M -$666K -7,140 -5%
URS
286
Utah Retirement Systems
Utah
$12.5M +$28K +300 +0.2%
Mitsubishi UFJ Asset Management
287
Mitsubishi UFJ Asset Management
Japan
$12.4M -$291K -3,118 -2%
Public Employees Retirement Association of Colorado
288
Public Employees Retirement Association of Colorado
Colorado
$12.3M -$881K -9,443 -7%
AHB
289
Abner Herrman & Brock
New Jersey
$12.3M +$1.3M +13,936 +12%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$12.2M -$2.95M -31,593 -19%
11A
291
10-15 Associates
New York
$12.2M +$812K +8,700 +7%
ANI
292
American National Insurance
Texas
$12.2M – – –
GQG Partners
293
GQG Partners
Florida
$11.8M +$11.8M +126,182 New
ZIM
294
Zacks Investment Management
Illinois
$11.8M -$1.85M -19,801 -14%
ARTA
295
A.R.T. Advisors
New York
$11.8M +$11.8M +126,100 New
LPL Financial
296
LPL Financial
California
$11.7M +$2.41M +25,846 +26%
MWNA
297
Marshall Wace North America
New York
$11.4M +$11M +118,425 +3,078%
PIA
298
Piedmont Investment Advisors
North Carolina
$11.3M -$6.63M -71,085 -37%
SAM
299
Silvercrest Asset Management
New York
$11.2M -$323K -3,466 -3%
HPC
300
HM Payson & Co
Maine
$11.1M -$638K -6,841 -5%
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