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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 %
CAM
401
Cubic Asset Management
Massachusetts
$5.95M -$12.7K -136 -0.2%
SI
402
Stephens Inc
Arkansas
$5.94M +$223K +2,391 +4%
Creative Planning
403
Creative Planning
Kansas
$5.93M -$233K -2,494 -4%
GHCM
404
Glen Harbor Capital Management
California
$5.79M +$1.79M +19,184 +45%
CB
405
Chemical Bank
Michigan
$5.79M -$54.1K -580 -0.9%
GAG
406
GM Advisory Group
New York
$5.72M -$483K -5,175 -8%
BC
407
Bartlett & Co
Ohio
$5.68M -$56K -600 -1%
BCWM
408
Bartlett & Co Wealth Management
Ohio
$5.68M +$5.68M +60,889 New
IIC
409
Ironwood Investment Counsel
Arizona
$5.63M -$275K -2,943 -5%
CGH
410
Crossmark Global Holdings
Texas
$5.59M -$430K -4,614 -7%
1SB
411
1ST Source Bank
Indiana
$5.59M +$18.8K +201 +0.3%
PWLP
412
Prio Wealth Limited Partnership
Massachusetts
$5.58M -$4.66K -50 -0.1%
OCM
413
Olstein Capital Management
New York
$5.5M +$1.03M +11,000 +23%
MYAM
414
Meiji Yasuda Asset Management
Japan
$5.49M +$827K +8,861 +18%
Envestnet Asset Management
415
Envestnet Asset Management
Illinois
$5.46M -$14.4M -154,160 -73%
SMI
416
Shelter Mutual Insurance
Missouri
$5.4M – – –
First Trust Advisors
417
First Trust Advisors
Illinois
$5.34M -$238K -2,548 -4%
GAM
418
Gotham Asset Management
New York
$5.34M +$4.21M +45,169 +373%
AF
419
Alerus Financial
North Dakota
$5.28M +$1.1M +11,740 +26%
WAM
420
Winslow Asset Management
Ohio
$5.25M -$112K -1,197 -2%
FSA
421
Franklin Street Advisors
North Carolina
$5.2M -$28.4K -305 -0.5%
SIRP
422
Shelter Insurance Retirement Plan
Missouri
$5.16M – – –
Wolverine Trading
423
Wolverine Trading
Illinois
$5.11M +$5.11M +54,772 New
IMOV
424
Investment Management of Virginia
Virginia
$5.1M -$39.4K -422 -0.8%
AL
425
AJO LP
Pennsylvania
$5.1M -$436K -4,670 -8%
15 16
17
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