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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 %
FBC
776
Fairfield, Bush & Co
Connecticut
$1.12M +$63.4K +680 +6%
WS
777
Wedbush Securities
California
$1.12M -$124K -1,328 -10%
FNBT
778
FineMark National Bank & Trust
Florida
$1.12M -$19.1K -205 -2%
PC
779
Port Capital
Illinois
$1.11M +$12.1K +130 +1%
CDH
780
Charles D. Hyman
$1.11M – – –
SJIM
781
St. Johns Investment Management
Florida
$1.09M +$46K +493 +4%
GC
782
Grimes & Company
Massachusetts
$1.09M +$231K +2,477 +27%
VFA
783
Voya Financial Advisors
Connecticut
$1.09M +$156K +1,688 +17%
B
784
Bailard
California
$1.08M -$90.9K -975 -8%
OAM
785
Oxford Asset Management
United Kingdom
$1.08M +$1.08M +11,558 New
LSCM
786
LaSalle Street Capital Management
Illinois
$1.08M – – –
CBB
787
Citizens Business Bank
California
$1.07M – – –
OFS
788
Orrstown Financial Services
Pennsylvania
$1.07M -$35K -375 -3%
YIA
789
YHB Investment Advisors
Connecticut
$1.06M -$10.3K -110 -1%
LS
790
Livforsakringsbolaget Skandia
Sweden
$1.06M – – –
MSAM
791
Moloney Securities Asset Management
Missouri
$1.06M -$98.7K -1,059 -9%
Victory Capital Management
792
Victory Capital Management
Texas
$1.05M -$3.23M -34,646 -75%
GXMC
793
Global X Management Company
New York
$1.03M +$23K +247 +2%
ARMT
794
Amica Retiree Medical Trust
Rhode Island
$1.03M -$182K -1,951 -15%
GFA
795
Gifford Fong Associates
California
$1.03M +$1.03M +11,000 New
AL
796
Arnhold LLC
New York
$1.02M +$1.02M +10,953 New
LSAG
797
Lake Street Advisors Group
New Hampshire
$1.02M +$1.02M +10,949 New
AA
798
ALPS Advisors
Colorado
$1.02M +$564K +6,048 +124%
TCM
799
Teza Capital Management
Illinois
$1.01M +$1.01M +10,830 New
LC
800
Lincoln Capital
Nebraska
$1.01M -$7K -75 -0.7%
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