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 %
CCM
551
Coldstream Capital Management
Washington
$2.76M +$35.9K +385 +1%
TI
552
Trexquant Investment
Connecticut
$2.74M +$1.65M +17,667 +152%
TW
553
Transform Wealth
Colorado
$2.73M +$131K +1,400 +5%
LMGAM
554
Liberty Mutual Group Asset Management
Massachusetts
$2.73M – – –
MGI
555
MayTech Global Investments
New York
$2.7M -$688K -7,382 -20%
BWM
556
Buckley Wealth Management
Nevada
$2.7M -$117K -1,259 -4%
NC
557
Northpointe Capital
Michigan
$2.7M -$68.1K -730 -2%
SAM
558
Strategy Asset Managers
California
$2.69M +$2.69M +28,848 New
SEI Investments
559
SEI Investments
Pennsylvania
$2.64M -$25.9M -278,166 -91%
OCM
560
One Capital Management
California
$2.64M +$15K +161 +0.6%
MYLI
561
Meiji Yasuda Life Insurance
Japan
$2.63M -$63.4K -680 -2%
Walleye Trading
562
Walleye Trading
New York
$2.62M +$257K +2,750 +11%
SFM
563
Systematic Financial Management
New Jersey
$2.59M -$3.27K -35 -0.1%
CCM
564
Cadence Capital Management
Massachusetts
$2.59M -$25.3K -271 -1%
RWM
565
Rench Wealth Management
Texas
$2.56M -$60.1K -644 -2%
TU
566
TDAM USA
Ontario, Canada
$2.56M -$391K -4,195 -13%
BA
567
Bridgewater Associates
Connecticut
$2.56M +$2.56M +27,430 New
BFM
568
Boston Financial Management
Massachusetts
$2.53M -$69.6K -746 -3%
IA
569
Icon Advisers
Colorado
$2.51M +$1.35M +14,500 +117%
GIA
570
GHP Investment Advisors
Colorado
$2.49M +$294K +3,155 +13%
PFSC
571
Peoples Financial Services Corp
Pennsylvania
$2.48M -$16.3K -175 -0.7%
CAPTRUST Financial Advisors
572
CAPTRUST Financial Advisors
North Carolina
$2.48M -$71.9K -790 -3%
CI
573
Cigna Investments
Connecticut
$2.47M -$40.9K -438 -2%
BWAM
574
Boyd Watterson Asset Management
Ohio
$2.44M -$30.1K -323 -1%
NEI
575
Northwest & Ethical Investments
Ontario, Canada
$2.43M – – –
21 22
23
24 25