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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 %
FMBTD
826
First Midwest Bank Trust Division
Illinois
$889K -$13.1K -140 -1%
AAM
827
Auxier Asset Management
Oregon
$876K +$145K +1,550 +20%
OA
828
Outfitter Advisors
Virginia
$865K – – –
ECM
829
Estabrook Capital Management
New York
$850K -$46.6K -500 -5%
TWI
830
Thomas White International
Illinois
$842K -$50.7K -543 -6%
SBL
831
Sargent Bickham Lagudis
Colorado
$841K -$8.11K -87 -1%
FIG
832
FundX Investment Group
California
$840K – – –
PA
833
Parallel Advisors
California
$833K -$4.29K -46 -0.5%
TCOT
834
Trust Company of Toledo
Ohio
$831K -$10.4K -112 -1%
EFS
835
Essex Financial Services
Connecticut
$825K +$53.9K +578 +7%
IA
836
IFP Advisors
Florida
$824K – – –
CG
837
Caprock Group
Idaho
$823K -$14.5K -155 -2%
WAM
838
Wealthspire Advisors (Maryland)
Maryland
$822K -$54.8K -587 -6%
MSU
839
Mizuho Securities USA
New York
$821K -$905K -9,701 -52%
NAM
840
NTV Asset Management
West Virginia
$821K -$18.7K -200 -2%
PIM
841
Penobscot Investment Management
Massachusetts
$820K -$28K -300 -3%
CB
842
Community Bank
New York
$813K -$1.4K -15 -0.2%
CCA
843
Checchi Capital Advisers
California
$813K +$16K +171 +2%
WTB
844
Washington Trust Bank
Washington
$813K +$46.7K +500 +6%
HCC
845
Hirtle Callaghan & Co
Pennsylvania
$812K – – –
PC
846
Pecaut & Co
Iowa
$807K – – –
IB
847
Intrust Bank
Kansas
$805K -$1.4K -15 -0.2%
WIC
848
Whitegate Investment Counselors
New Hampshire
$796K +$56K +600 +8%
PWP
849
Private Wealth Partners
California
$795K – – –
FB
850
Fulton Bank
Pennsylvania
$792K +$267K +2,864 +51%
32 33
34
35 36