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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 %
WIA
526
Wealthstreet Investment Advisors
Texas
$3M +$559K +5,994 +23%
OAM
527
Oppenheimer Asset Management
New York
$3M -$53.2K -570 -2%
SW
528
SVB Wealth
Massachusetts
$2.98M +$104K +1,116 +4%
TRCT
529
Tower Research Capital (TRC)
New York
$2.97M +$2.02M +21,630 +212%
CAM
530
Columbia Asset Management
Michigan
$2.96M -$107K -1,149 -3%
OMC
531
Overbrook Management Corp
New York
$2.96M -$102K -1,090 -3%
SSB
532
Sandy Spring Bank
Maryland
$2.96M +$425K +4,562 +17%
HCM
533
Hutner Capital Management
Vermont
$2.95M -$226K -2,420 -7%
Cambridge Investment Research Advisors
534
Cambridge Investment Research Advisors
Iowa
$2.93M -$96.2K -1,031 -3%
W
535
Wealthfront
California
$2.93M +$131K +1,409 +5%
LTI
536
Laffer Tengler Investments
Tennessee
$2.92M +$2.92M +31,338 New
PA
537
Profund Advisors
Maryland
$2.92M -$72.2K -774 -2%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$2.9M -$1.27M -13,581 -30%
RW
539
Rand Wealth
Maryland
$2.88M -$93.3K -1,000 -3%
NCM
540
Narwhal Capital Management
Georgia
$2.88M -$772K -8,280 -21%
Pacer Advisors
541
Pacer Advisors
Pennsylvania
$2.85M +$548K +5,876 +24%
ACC
542
Accident Compensation Corp
New Zealand
$2.84M -$383K -4,109 -12%
TH
543
Timber Hill
Connecticut
$2.83M -$168K -1,801 -6%
RJT
544
Raymond James Trust
Florida
$2.83M +$213K +2,287 +8%
VIA
545
Vantis Investment Advisers
Florida
$2.83M +$2.83M +30,300 New
MIA
546
MainStreet Investment Advisors
Illinois
$2.82M -$335K -3,593 -11%
PGIM
547
Pacific Global Investment Management
California
$2.81M -$14.6K -157 -0.5%
FG
548
Fiduciary Group
Georgia
$2.8M -$166K -1,783 -6%
SBIA
549
Sheaff Brock Investment Advisors
Indiana
$2.78M +$155K +1,663 +6%
SAM
550
Southernsun Asset Management
Tennessee
$2.78M +$209K +2,236 +8%
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