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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 %
LMIM
426
Lockheed Martin Investment Management
Maryland
$5.07M – – –
FRAF
427
Första AP-fonden
Sweden
$5.03M +$1.49M +16,000 +42%
SIM
428
Sentry Investment Management
Wisconsin
$5M +$361K +3,866 +8%
AG
429
Advisor Group
Arizona
$4.97M -$720K -7,718 -13%
PL
430
Parthenon LLC
Kentucky
$4.95M +$135K +1,450 +3%
FCT
431
Family Capital Trust
Massachusetts
$4.94M -$74.7K -801 -1%
RGI
432
River Global Investors
United Kingdom
$4.94M -$197K -2,100 -4%
TSS
433
Two Sigma Securities
New York
$4.94M +$4.63M +49,667 +1,519%
SIG
434
Sky Investment Group
Connecticut
$4.9M +$73K +783 +2%
PA
435
Pastel & Associes
France
$4.9M – – –
EIP
436
Epoch Investment Partners
New York
$4.87M +$15.3K +164 +0.3%
LIC
437
Lodestar Investment Counsel
Illinois
$4.85M -$56K -600 -1%
WTC
438
WhitTier Trust Company
Nevada
$4.69M +$74.6K +800 +2%
NSEDCP
439
NJ State Employees Deferred Compensation Plan
New Jersey
$4.66M – – –
UOC
440
UBS O'Connor
Illinois
$4.66M +$4.66M +50,000 New
RCM
441
Riverhead Capital Management
Delaware
$4.63M +$1.5M +16,030 +48%
O
442
OppenheimerFunds
New York
$4.58M -$182M -1,954,938 -98%
SFG
443
Sather Financial Group
Texas
$4.57M -$2.49M -26,736 -35%
AUB
444
Atlantic Union Bankshares
Virginia
$4.53M -$42.5K -456 -0.9%
CM
445
Crestline Management
Texas
$4.53M +$4.53M +48,596 New
BAC
446
Boys Arnold & Co
North Carolina
$4.48M -$108K -1,075 -2%
CA
447
Cornerstone Advisors
North Carolina
$4.48M +$2.61M +28,000 +140%
SCM
448
Silvant Capital Management
Georgia
$4.45M +$4.45M +47,723 New
CFA
449
Carroll Financial Associates
North Carolina
$4.39M – – –
HL
450
HeadInvest LLC
Maine
$4.32M -$7K -75 -0.2%
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