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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 %
GIM
451
Goelzer Investment Management
Indiana
$4.32M -$212K -2,276 -5%
SJL
452
Shayne & Jacobs LLC
Tennessee
$4.28M -$38.4K -412 -0.9%
AIC
453
Argus Investors Counsel
New York
$4.24M +$60K +663 +1%
WAM
454
World Asset Management
Michigan
$4.22M -$1.54M -16,557 -27%
NA
455
Neuburgh Advisers
California
$4.21M +$1.3M +13,952 +45%
RIM
456
Rampart Investment Management
Connecticut
$4.18M +$4.18M +44,823 New
OMCS
457
Old Mutual Customised Solutions
South Africa
$4.15M – – –
JC
458
Jacobs & Co
California
$4.15M -$39.4K -423 -0.9%
DC
459
Davenport & Co
Virginia
$4.14M -$241K -2,586 -6%
LPC
460
Loeb Partners Corp
New York
$4.13M -$1.45M -15,500 -26%
JG
461
Jefferies Group
New York
$4.12M -$2.04M -21,861 -33%
CCP
462
Clifford Capital Partners
Utah
$4.12M +$23.5K +252 +0.6%
CSS
463
Cubist Systematic Strategies
Connecticut
$4.12M +$1.9M +20,409 +86%
LSERS
464
Louisiana State Employees Retirement System
Louisiana
$4.1M +$37.3K +400 +0.9%
LTFS
465
Ladenburg Thalmann Financial Services
Florida
$4.09M +$74.9K +803 +2%
V
466
ValueWorks
New York
$4.09M -$923K -9,896 -18%
SC
467
SouthState Corp
Florida
$4.09M -$460K -4,933 -10%
DILIC
468
Dai-ichi Life Insurance Company
Japan
$4.05M – – –
PFP
469
Pinnacle Financial Partners
Tennessee
$4.05M -$68.3K -732 -2%
RB
470
Rodgers Brothers
Pennsylvania
$4.03M -$39.6K -425 -1%
V
471
Veritable
Delaware
$4.01M +$128K +1,369 +3%
QCG
472
Quadrant Capital Group
Ohio
$4.01M +$38.5K +414 +1%
BCM
473
Becker Capital Management
Oregon
$3.99M -$35.9M -385,071 -90%
Jacobs Levy Equity Management
474
Jacobs Levy Equity Management
New Jersey
$3.95M +$2.22M +23,830 +129%
PVH
475
Psagot Value Holdings
Israel
$3.93M +$3.93M +42,148 New
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