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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 %
Twin Tree Management
351
Twin Tree Management
Texas
$8.13M +$4.16M +44,559 +105%
FIB
352
First Interstate Bank
Montana
$8.11M -$423K -4,536 -5%
WG
353
Winton Group
United Kingdom
$8.1M -$3.26M -34,983 -29%
BHTS
354
Bar Harbor Trust Services
Maine
$7.97M -$51.5K -552 -0.6%
WT
355
Whittier Trust
California
$7.91M +$337K +3,609 +4%
GAM
356
Griffin Asset Management
New York
$7.88M +$70.6K +757 +0.9%
GIP
357
Greatmark Investment Partners
Georgia
$7.83M +$49.1K +526 +0.6%
RBA
358
Richard Bernstein Advisors
New York
$7.83M – – –
NAM
359
Nissay Asset Management
Japan
$7.83M -$398K -4,271 -5%
SCM
360
Sterling Capital Management
North Carolina
$7.81M -$38.5K -413 -0.5%
TIM
361
Tikehau Investment Management
France
$7.77M +$7.77M +83,295 New
B
362
BP
United Kingdom
$7.68M -$749K -8,000 -9%
MWA
363
Marshall Wace Asia
Hong Kong
$7.68M -$49.7M -532,328 -87%
EP
364
Elkfork Partners
Oregon
$7.37M +$2.28M +24,416 +45%
HA
365
Heartland Advisors
Wisconsin
$7.32M -$1M -10,762 -12%
NRS
366
Neville Rodie & Shaw
New York
$7.31M +$20.1K +215 +0.3%
AMI
367
Amica Mutual Insurance
Rhode Island
$7.29M -$2.86M -30,659 -28%
MAA
368
Matrix Asset Advisors
New York
$7.27M -$782K -8,385 -10%
KAM
369
Knightsbridge Asset Management
California
$7.26M -$132K -1,414 -2%
IGGA
370
Iron Gate Global Advisors
Utah
$7.18M +$629K +6,742 +10%
FCMC
371
Founders Capital Management (Connecticut)
Connecticut
$7.13M -$79.6K -875 -1%
TSW
372
Thompson Siegel & Walmsley
Virginia
$7.13M -$400K -4,285 -5%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.11M +$237K +2,543 +3%
BPC
374
Banque Pictet & Cie
Switzerland
$7M – – –
SCM
375
Stanley Capital Management
Texas
$6.99M +$420K +4,500 +6%
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