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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 %
SCM
876
Shelton Capital Management
Colorado
$724K -$18K -193 -2%
BSW
877
Buckingham Strategic Wealth
Missouri
$723K +$45.1K +483 +7%
BPCE
878
Bank Pictet & Cie (Europe)
Germany
$722K +$34.7K +372 +5%
BIC
879
Beach Investment Counsel
Pennsylvania
$721K – – –
CCT
880
Chemung Canal Trust
New York
$718K -$36.1K -387 -5%
LOAME
881
Lombard Odier Asset Management (Europe)
United Kingdom
$716K -$88.1K -945 -11%
RIG
882
Roosevelt Investment Group
New York
$709K -$1M -10,732 -59%
WA
883
WBH Advisory
Maryland
$706K +$186 +2 +0%
KWM
884
Kingsview Wealth Management
Oregon
$704K – – –
FPCG
885
Fort Pitt Capital Group
Pennsylvania
$698K -$18.7K -200 -3%
AFC
886
AFT Forsyth & Company
Florida
$698K +$51.3K +550 +8%
EWM
887
Evercore Wealth Management
New York
$697K – – –
NA
888
NewEdge Advisors
Louisiana
$686K +$76.8K +844 +13%
WSC
889
Wellington Shields & Co
New York
$681K – – –
GWM
890
Geneos Wealth Management
Colorado
$679K +$7K +75 +1%
RE
891
RBC Europe
United Kingdom
$675K -$18.7K -200 -3%
HFS
892
Haverford Financial Services
Pennsylvania
$673K +$187K +2,000 +38%
Fuller & Thaler Asset Management
893
Fuller & Thaler Asset Management
California
$672K +$672K +7,200 New
SCA
894
Sippican Capital Advisors
Massachusetts
$667K – – –
CBA
895
Coastal Bridge Advisors
Connecticut
$666K -$41K -440 -6%
AWM
896
AE Wealth Management
Kansas
$665K +$22.5K +241 +3%
GRP
897
Global Retirement Partners
California
$665K +$28K +300 +4%
MPPLM
898
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$662K +$19.3K +207 +3%
PK
899
Pflug Koory
Nebraska
$659K -$3.27K -35 -0.5%
LRPA
900
L. Roy Papp & Associates
Arizona
$659K – – –
34 35
36
37 38