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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 %
MME
576
Meag Munich Ergo
Germany
$2.42M -$4.27M -46,526 -64%
Tudor Investment Corp
577
Tudor Investment Corp
Connecticut
$2.41M +$522K +5,592 +28%
VCA
578
Verdence Capital Advisors
Maryland
$2.4M +$1.95M +20,908 +430%
Point72 Asset Management
579
Point72 Asset Management
Connecticut
$2.37M +$2.37M +25,395 New
CB
580
Cadence Bank
Mississippi
$2.36M +$91K +975 +4%
CPA
581
Capital Planning Advisors
California
$2.36M +$84.1K +902 +4%
FCH
582
Freestone Capital Holdings
Washington
$2.34M +$71.7K +769 +3%
CT
583
Cambridge Trust
Massachusetts
$2.33M +$89.7K +962 +4%
KCMRT
584
Kemper Corp Master Retirement Trust
Illinois
$2.33M -$93.3K -1,000 -4%
AT
585
Arden Trust
Delaware
$2.33M -$119K -1,281 -5%
Qube Research & Technologies (QRT)
586
Qube Research & Technologies (QRT)
United Kingdom
$2.28M +$2.28M +24,460 New
VRS
587
Virginia Retirement Systems
Virginia
$2.28M – – –
CIBC World Market
588
CIBC World Market
Ontario, Canada
$2.26M -$2.89M -30,936 -56%
RVM
589
Robinson Value Management
Texas
$2.26M -$43.4K -465 -2%
SWP
590
Stratos Wealth Partners
Ohio
$2.25M -$255K -2,729 -10%
GD
591
Grandfield & Dodd
New York
$2.24M -$89.6K -960 -4%
PT
592
Plimoth Trust
Massachusetts
$2.24M +$845K +9,055 +61%
SAM
593
Sawgrass Asset Management
Florida
$2.23M +$491K +5,265 +28%
AR
594
Advisory Research
Illinois
$2.23M -$104K -1,111 -4%
CCM
595
Covington Capital Management
California
$2.22M – – –
SDIC
596
South Dakota Investment Council
South Dakota
$2.21M -$700K -7,500 -24%
GCA
597
Guardian Capital Advisors
Ontario, Canada
$2.2M +$72.7K +781 +3%
GIM
598
Grassi Investment Management
California
$2.19M – – –
MBA
599
McQueen Ball & Associates
Pennsylvania
$2.19M +$36.8K +394 +2%
NEAM
600
New England Asset Management
Connecticut
$2.18M -$112K -1,200 -5%
22 23
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