AXP icon

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 %
HAM
501
Highstreet Asset Management
Ontario, Canada
$3.38M +$161K +1,728 +5%
HSA
502
Hussman Strategic Advisors
Maryland
$3.36M -$1.43M -15,300 -30%
FM
503
Family Management
New York
$3.36M -$116K -1,243 -3%
CT
504
Chicago Trust
Illinois
$3.35M +$542K +5,815 +19%
SLI
505
Sumitomo Life Insurance
Japan
$3.34M +$124K +1,332 +4%
HF
506
HRT Financial
New York
$3.34M +$3.34M +35,817 New
ACM
507
Adalta Capital Management
New York
$3.33M -$149K -1,600 -4%
PPSG
508
Princeton Portfolio Strategies Group
New Jersey
$3.32M -$581K -6,225 -15%
PA
509
Perennial Advisors
New York
$3.29M +$270K +2,891 +9%
BCM
510
Birmingham Capital Management
Alabama
$3.28M -$203K -2,180 -6%
TAM
511
Taurus Asset Management
New York
$3.26M -$110K -1,175 -3%
Mirae Asset Global Investments
512
Mirae Asset Global Investments
South Korea
$3.21M -$1.07M -11,462 -25%
LIA
513
LS Investment Advisors
Michigan
$3.21M +$13.2K +142 +0.4%
HI
514
HBK Investments
Texas
$3.19M +$3.19M +34,200 New
SC
515
Searle & Co
Connecticut
$3.15M – – –
PSUF
516
People's United Financial
Connecticut
$3.15M +$34.2K +367 +1%
WIS
517
Wright Investors Service
Connecticut
$3.13M +$5.32K +57 +0.2%
MCA
518
Mercer Capital Advisers
New Jersey
$3.11M +$25.7K +276 +0.8%
SSA
519
Schonfeld Strategic Advisors
New York
$3.11M +$2.08M +22,256 +201%
BFO
520
Biltmore Family Office
North Carolina
$3.08M – – –
DADC
521
D.A. Davidson & Co
Montana
$3.04M +$644K +6,906 +27%
SC
522
Scotia Capital
Ontario, Canada
$3.04M -$1.99M -21,352 -40%
CI
523
Conning Inc
Connecticut
$3.03M -$20.5K -220 -0.7%
ZCA
524
Zeke Capital Advisors
Pennsylvania
$3.02M +$8.39K +90 +0.3%
Fiera Capital (Canada)
525
Fiera Capital (Canada)
Quebec, Canada
$3.01M -$210K -2,247 -7%
19 20
21
22 23