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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 %
CT
751
Coastline Trust
Rhode Island
$1.21M – – –
WHG
752
Westwood Holdings Group
Texas
$1.2M +$1.2M +12,896 New
MWM
753
Modera Wealth Management
New Jersey
$1.2M +$373 +4 +0%
Verition Fund Management
754
Verition Fund Management
Connecticut
$1.19M +$515K +5,522 +76%
MC
755
Moors & Cabot
Massachusetts
$1.19M -$39.6K -425 -3%
SRAM
756
Stone Ridge Asset Management
New York
$1.19M +$103K +1,100 +9%
FWM
757
Frontier Wealth Management
Missouri
$1.19M +$589K +6,310 +98%
IFWM
758
Institute for Wealth Management
Colorado
$1.18M +$129K +1,307 +12%
TIM
759
Thompson Investment Management
Wisconsin
$1.18M – – –
FIM
760
Fruth Investment Management
Texas
$1.18M – – –
CA
761
Cetera Advisors
Colorado
$1.18M -$10.7K -115 -0.9%
HK
762
Horizon Kinetics
New York
$1.18M – – –
MCM
763
McMillion Capital Management
North Carolina
$1.17M – – –
MAM
764
Morse Asset Management
Connecticut
$1.17M -$1.94M -20,800 -62%
BCAM
765
Boston Common Asset Management
Massachusetts
$1.16M +$1.16M +12,436 New
YWP
766
YorkBridge Wealth Partners
New York
$1.16M +$11K +118 +1%
SPC
767
Sigma Planning Corp
Michigan
$1.14M -$58.9K -631 -5%
PCG
768
Private Capital Group
Connecticut
$1.14M +$121K +1,300 +12%
SCA
769
Snowden Capital Advisors
New York
$1.14M +$249K +2,665 +28%
WC
770
Woodstock Corp
Massachusetts
$1.14M -$83.5K -895 -7%
ACP
771
Aviance Capital Partners
Florida
$1.13M – – –
TBNY
772
Trustco Bank (New York)
New York
$1.13M -$37.3K -400 -3%
PIM
773
Profit Investment Management
Maryland
$1.13M – – –
TA
774
Tiedemann Advisors
New York
$1.13M +$69.7K +747 +7%
ACP
775
Arcus Capital Partners
Georgia
$1.12M -$2.8K -30 -0.2%
29 30
31
32 33