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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 %
GC
651
Guardian Capital
Ontario, Canada
$1.71M +$59.8K +641 +4%
MVA
652
Mount Vernon Associates
Maryland
$1.71M – – –
ACM
653
Azimuth Capital Management
Michigan
$1.7M +$93.8K +1,005 +6%
Aristotle Capital Management
654
Aristotle Capital Management
California
$1.68M – – –
CCFCSB
655
Cape Cod Five Cents Savings Bank
Massachusetts
$1.68M -$211K -2,261 -11%
CA
656
Clearstead Advisors
Ohio
$1.68M -$288K -3,089 -15%
PTC
657
Philadelphia Trust Company
Pennsylvania
$1.68M -$199K -2,130 -11%
BDWM
658
Brewin Dolphin Wealth Management
Ireland
$1.67M – – –
GG
659
Greenwood Gearhart
Arkansas
$1.66M -$23.3K -250 -1%
BBWA
660
Bell & Brown Wealth Advisors
California
$1.66M -$23.7K -241 -1%
BFIM
661
Beese Fulmer Investment Management
Ohio
$1.66M +$4.67K +50 +0.3%
BAS
662
Brown Advisory Securities
Maryland
$1.65M -$13.9K -149 -0.8%
HP
663
Hikari Power
Japan
$1.64M – – –
HCM
664
Howland Capital Management
Massachusetts
$1.64M -$72.1K -773 -4%
IRF
665
IBM Retirement Fund
New York
$1.63M -$26.7K -286 -2%
ASN
666
Advisory Services Network
Georgia
$1.63M +$173K +1,853 +12%
MML Investors Services
667
MML Investors Services
Massachusetts
$1.63M -$111K -1,187 -6%
AIM
668
Arcadia Investment Management
Michigan
$1.62M -$2.43K -26 -0.1%
ST
669
Smithfield Trust
Pennsylvania
$1.61M -$87.7K -940 -5%
WOC
670
West Oak Capital
California
$1.61M -$46.6K -500 -3%
Mariner
671
Mariner
Kansas
$1.6M +$296K +3,170 +23%
JCM
672
Jacobi Capital Management
Pennsylvania
$1.58M +$637 +7 +0%
NFG
673
Next Financial Group
Texas
$1.58M +$56.7K +608 +4%
SF
674
Synovus Financial
Georgia
$1.57M -$437K -4,683 -22%
FAAS
675
First Allied Advisory Services
California
$1.57M +$95.4K +1,022 +6%
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