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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 %
KIA
851
Kopp Investment Advisors
Minnesota
$789K -$29.7K -318 -4%
FNT
852
First National Trust
Pennsylvania
$789K -$4.76K -51 -0.6%
PAM
853
Palisade Asset Management
Minnesota
$788K – – –
IHL
854
Investment House LLC
California
$786K – – –
NB
855
NBT Bank
New York
$783K -$175K -1,880 -18%
PP
856
Patten & Patten
Tennessee
$774K -$14K -150 -2%
IIM
857
Ipswich Investment Management
Massachusetts
$774K +$85.3K +915 +12%
SLT
858
St Louis Trust
Missouri
$772K – – –
EHC
859
Everett Harris & Co
California
$770K +$280K +3,000 +57%
MAA
860
Mraz Amerine & Associates
California
$769K – – –
APA
861
American Portfolios Advisors
New York
$763K +$33.2K +356 +5%
PI
862
PineBridge Investments
New York
$759K +$505K +5,424 +199%
SPC
863
Stewart & Patten Company
California
$756K -$46.7K -500 -6%
SC
864
Savant Capital
Illinois
$755K +$22.1K +237 +3%
WP
865
WMS Partners
Maryland
$750K -$327K -3,500 -30%
RWA
866
Ropes Wealth Advisors
Massachusetts
$750K +$7.93K +85 +1%
MFAM
867
Motley Fool Asset Management
Virginia
$747K +$747K +8,007 New
MHIC
868
Marble Harbor Investment Counsel
Massachusetts
$744K – – –
LCS
869
Levin Capital Strategies
New York
$742K -$97.5K -1,045 -12%
DPIM
870
Duff & Phelps Investment Management
Illinois
$741K -$19.6K -210 -3%
IAMOG
871
Investors Asset Management of Georgia
Georgia
$735K – – –
AWM
872
Altium Wealth Management
New York
$733K +$41.4K +444 +6%
CCP
873
Corient Capital Partners
California
$732K +$14K +150 +2%
LNB
874
Ledyard National Bank
$730K +$72.2K +774 +11%
NSIM
875
North Star Investment Management
Illinois
$726K +$40.1K +430 +6%
33 34
35
36 37