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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 %
SKK
626
Shepherd Kaplan Krochuk
Massachusetts
$1.91M – – –
CC
627
Courier Capital
New York
$1.9M -$1.21K -13 -0.1%
EHWM
628
Eads & Heald Wealth Management
Georgia
$1.89M -$60.4K -647 -3%
BOS
629
Bank of Stockton
California
$1.87M +$55.5K +595 +3%
HAI
630
Hennessy Advisors Inc
California
$1.87M +$280K +3,000 +18%
BFEC
631
Benjamin F. Edwards & Company
Missouri
$1.86M +$130K +1,394 +8%
BHWM
632
Bar Harbor Wealth Management
New Hampshire
$1.86M -$52K -558 -3%
BFO
633
Boston Family Office
Massachusetts
$1.83M -$82.8K -888 -4%
RC
634
Roundview Capital
New Jersey
$1.82M -$31.7K -340 -2%
PH
635
Pinnacle Holdings
Oklahoma
$1.81M +$271K +2,905 +18%
OPCM
636
Osborne Partners Capital Management
California
$1.81M -$14K -150 -0.8%
BF
637
BOK Financial
Oklahoma
$1.81M -$7.46K -80 -0.4%
DMC
638
Drexel Morgan & Co
Pennsylvania
$1.78M +$14.2K +152 +0.8%
MERSOM
639
Municipal Employees' Retirement System of Michigan
Michigan
$1.77M – – –
Balyasny Asset Management
640
Balyasny Asset Management
Illinois
$1.76M +$351K +3,763 +25%
AP
641
Advisor Partners
California
$1.75M -$19.7K -211 -1%
SCA
642
Stokes Capital Advisors
South Carolina
$1.75M +$200K +2,144 +13%
BA
643
Bennicas & Associates
California
$1.74M -$37.3K -400 -2%
AIM
644
Anchor Investment Management
South Carolina
$1.74M -$14K -150 -0.8%
BB
645
Busey Bank
Illinois
$1.74M +$1.74M +18,596 New
AC
646
Arjuna Capital
North Carolina
$1.73M +$1.13M +12,103 +188%
PGFC
647
Peapack-Gladstone Financial Corp
New Jersey
$1.73M +$204K +2,184 +13%
PCI
648
Pacifica Capital Investments
Texas
$1.72M – – –
LNWWM
649
Laird Norton Wetherby Wealth Management
California
$1.72M +$37.8K +405 +2%
CC
650
ClearArc Capital
Ohio
$1.72M +$7K +75 +0.4%
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