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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 %
ONB
701
Old National Bancorp
Indiana
$1.41M +$539K +5,782 +62%
WKWM
702
Walter & Keenan Wealth Management
Indiana
$1.41M – – –
ISL
703
Ingalls & Snyder LLC
New York
$1.41M -$1.87K -20 -0.1%
AIP
704
Ameritas Investment Partners
Nebraska
$1.41M -$85.3K -914 -6%
ECM
705
Everence Capital Management
Indiana
$1.4M – – –
PI
706
Pettee Investors
Connecticut
$1.4M – – –
RC
707
RBF Capital
California
$1.4M – – –
AF
708
Ally Financial
Michigan
$1.4M +$1.4M +15,000 New
ADL
709
Asset Dedication LLC
California
$1.39M +$22.1K +235 +2%
FIM
710
Freedom Investment Management
Connecticut
$1.39M -$583K -6,251 -30%
NG
711
Northstar Group
New York
$1.38M +$1.31K +14 +0.1%
LCM
712
Leisure Capital Management
California
$1.38M -$385K -4,129 -22%
BL
713
BFSG LLC
California
$1.38M +$10.5K +113 +0.8%
GA
714
GFS Advisors
Texas
$1.37M – – –
NIMI
715
Natixis Investment Managers International
France
$1.37M +$1.37M +14,724 New
BEAM
716
Baker Ellis Asset Management
Washington
$1.37M – – –
HFS
717
HL Financial Services
Kentucky
$1.36M -$402K -4,310 -23%
SAM
718
Selway Asset Management
$1.36M -$37.3K -400 -3%
SAM
719
Seelaus Asset Management
New Jersey
$1.35M -$79.3K -850 -6%
CCG
720
Ceeto Capital Group
Florida
$1.34M – – –
SWP
721
Strategic Wealth Partners
Ohio
$1.34M +$91.5K +981 +7%
ACP
722
Ashfield Capital Partners
California
$1.33M -$9.33K -100 -0.7%
HCM
723
Hilton Capital Management
New York
$1.33M – – –
LBC
724
Lowe Brockenbrough & Co
Virginia
$1.32M +$28.3K +303 +2%
DVM
725
Dreman Value Management
Florida
$1.32M – – –
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