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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 %
AI
726
Atria Investments
North Carolina
$1.32M +$73.5K +788 +6%
AW
727
ACG Wealth
Georgia
$1.32M +$45.4K +487 +4%
CAN
728
Cetera Advisor Networks
California
$1.32M +$309K +3,298 +31%
NHC
729
Nicholas Hoffman & Company
Georgia
$1.32M -$22.4K -240 -2%
BO
730
BRR OpCo
Ohio
$1.32M -$6.43K -69 -0.5%
PAG
731
Private Advisor Group
New Jersey
$1.31M -$1.48M -15,810 -53%
HW
732
Hancock Whitney
Mississippi
$1.31M -$59.8K -641 -4%
CIM
733
Cambria Investment Management
California
$1.31M +$33.8K +362 +3%
RMAM
734
Raab & Moskowitz Asset Management
New Jersey
$1.3M -$120K -1,282 -8%
GWCM
735
Godshalk Welsh Capital Management
Pennsylvania
$1.28M +$6.07K +65 +0.5%
LWCFA
736
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.27M – – –
CANY
737
Caxton Associates (New York)
New York
$1.27M +$1.27M +13,599 New
WSFS
738
Wilmington Savings Fund Society
Delaware
$1.27M – – –
HCM
739
Hodges Capital Management
Texas
$1.26M -$229K -2,459 -15%
AS
740
Altshuler Shaham
Israel
$1.26M +$1.26M +13,524 New
PWMAG
741
Pinnacle Wealth Management Advisory Group
New Jersey
$1.26M -$74.6K -800 -6%
KCM
742
Kanawha Capital Management
Virginia
$1.26M -$7K -75 -0.6%
IA
743
IFG Advisory
Georgia
$1.25M -$145K -1,550 -10%
RCG
744
Ruane, Cunniff & Goldfarb
New York
$1.25M -$23.1K -251 -2%
IC
745
Investment Counsel
Michigan
$1.24M +$42.9K +460 +4%
SSWM
746
Smith Salley Wealth Management
North Carolina
$1.24M -$20.5K -220 -2%
Bessemer Group
747
Bessemer Group
New Jersey
$1.23M -$55K -589 -4%
EDRH
748
Edmond de Rothschild Holding
Switzerland
$1.23M -$769K -8,245 -39%
GT
749
Glenview Trust
Kentucky
$1.22M -$9.33K -100 -0.8%
TBA
750
Tower Bridge Advisors
Pennsylvania
$1.22M – – –
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