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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 %
HIC
801
Hartline Investment Corp
Illinois
$999K – – –
CWM
802
Concentric Wealth Management
California
$991K – – –
PP
803
Paloma Partners
Connecticut
$989K +$737K +7,895 +292%
HSA
804
HBK Sorce Advisory
Pennsylvania
$982K -$6.25K -67 -0.6%
MC
805
Middleton & Co
Massachusetts
$978K +$12.1K +130 +1%
ODCM
806
Old Dominion Capital Management
Virginia
$978K +$16.1K +173 +2%
SSP
807
Sapphire Star Partners
Washington
$974K -$4.47K -48 -0.5%
BFA
808
Benedict Financial Advisors
Georgia
$974K -$187 -2 -0%
GJIC
809
Gamble Jones Investment Counsel
California
$973K -$9.32K -100 -0.9%
BAM
810
Berkshire Asset Management
Pennsylvania
$971K -$38.7K -415 -4%
FDCC
811
Foster Dykema Cabot & Co
Massachusetts
$969K -$94.2K -1,010 -9%
ANRIA
812
American National Registered Investment Advisor
Texas
$969K -$28K -300 -3%
Lido Advisors
813
Lido Advisors
California
$969K +$21.3K +228 +2%
MNBTD
814
Moody National Bank Trust Division
Texas
$965K -$28K -300 -3%
MMPW
815
Mitchell McLeod Pugh & Williams
Alabama
$962K – – –
LKIM
816
Lawson Kroeker Investment Management
Nebraska
$946K +$4.66K +50 +0.5%
SB
817
Simmons Bank
Arkansas
$938K -$19.8K -212 -2%
SOAMC
818
Spirit of America Management Corp
New York
$933K – – –
BC
819
Burney Company
Virginia
$928K -$70.1K -752 -7%
ECM
820
Evergreen Capital Management
Washington
$926K +$310K +3,324 +50%
CFG
821
Citizens Financial Group
Rhode Island
$919K -$78.8K -845 -8%
BWM
822
Biltmore Wealth Management
Arizona
$918K -$13.5K -145 -1%
TC
823
Toews Corporation
New Jersey
$914K +$914K +9,800 New
TH
824
TCTC Holdings
Texas
$913K -$46.6K -500 -5%
CRC
825
Curi RMB Capital
Illinois
$900K -$570K -6,110 -39%
31 32
33
34 35