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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 %
WIM
601
Waverton Investment Management
United Kingdom
$2.18M +$34.3K +368 +2%
FMWA
602
Forvis Mazars Wealth Advisors
Missouri
$2.16M +$57.2K +613 +3%
BCM
603
Boltwood Capital Management
California
$2.15M -$46.9K -503 -2%
II
604
IFM Investors
Australia
$2.15M +$181K +1,939 +9%
HTC
605
Haverford Trust Company
Pennsylvania
$2.13M -$74.5K -799 -3%
BBA
606
BLB&B Advisors
Pennsylvania
$2.13M -$211K -2,265 -9%
CIM
607
CenturyLink Investment Management
Colorado
$2.11M – – –
DT
608
Diversified Trust
Tennessee
$2.11M +$420K +4,506 +25%
WF
609
WoodTrust Financial
Wisconsin
$2.1M -$11.8K -126 -0.6%
WSTAM
610
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M -$208K -2,229 -9%
RIA
611
Regal Investment Advisors
Michigan
$2.08M -$26.2K -281 -1%
WSCM
612
Wellington Shields Capital Management
New York
$2.06M – – –
TCM
613
Tradition Capital Management
New Jersey
$2.06M -$13.1K -140 -0.6%
AWM
614
Avior Wealth Management
Nebraska
$2.05M -$211K -2,264 -9%
SAIG
615
Semper Augustus Investments Group
Colorado
$2.04M -$19.6K -210 -1%
OWD
616
Osborn Williams & Donohoe
Ohio
$2.04M – – –
UB
617
UMB Bank
Missouri
$2.03M -$111K -1,190 -5%
MCM
618
Murphy Capital Management
New Jersey
$2.02M -$45.7K -490 -2%
BW
619
Bison Wealth
Georgia
$2.02M -$178K -1,904 -8%
TM
620
Tiger Management
New York
$2M +$2M +21,400 New
FNFDCM
621
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.99M +$1.4K +15 +0.1%
EOJOAM
622
E. Ohman J:or Asset Management
Sweden
$1.98M -$121K -1,300 -6%
FA
623
FDx Advisors
Illinois
$1.95M +$124K +1,330 +7%
LP
624
LMR Partners
United Kingdom
$1.92M – – –
Federated Hermes
625
Federated Hermes
Pennsylvania
$1.92M -$289K -3,096 -13%
23 24
25
26 27