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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 %
CF
901
Centaurus Financial
California
$659K +$659K +7,066 New
FCI
902
Financial Counselors Inc
Kansas
$656K -$5.5K -59 -0.8%
FPCM
903
Financial Partners Capital Management
New York
$656K -$4.66K -50 -0.7%
NL
904
NVWM LLC
Pennsylvania
$655K +$47.8K +525 +8%
ITIM
905
Indiana Trust & Investment Management
Indiana
$653K -$35.9K -385 -5%
DW
906
Domani Wealth
Pennsylvania
$653K – – –
ECM
907
ETrade Capital Management
Virginia
$653K +$416K +4,452 +175%
SGI
908
Summit Global Investments
Utah
$651K -$7.81M -83,642 -92%
MMG
909
Monetary Management Group
Missouri
$651K -$11.7K -125 -2%
DWM
910
Doyle Wealth Management
Florida
$651K +$333K +3,574 +105%
CCM
911
Compton Capital Management
Rhode Island
$649K -$9.33K -100 -1%
JIC
912
Joel Isaacson & Co
New York
$648K – – –
HFM
913
Hartford Financial Management
Connecticut
$641K – – –
PTC
914
Private Trust Company
Ohio
$641K +$14.4K +154 +2%
LDB
915
Lee, Danner & Bass
Tennessee
$636K -$14K -150 -2%
SFS
916
Sowell Financial Services
Arkansas
$635K -$184K -1,888 -22%
QIM
917
Quest Investment Management
Oregon
$634K -$2.89K -31 -0.5%
BHBT
918
Burke & Herbert Bank & Trust
Virginia
$633K – – –
CIA
919
Capital Investment Advisors
Georgia
$632K +$22.8K +244 +4%
CAMG
920
CWA Asset Management Group
Florida
$631K +$61.9K +663 +11%
HT
921
Heritage Trust
Oklahoma
$629K -$18.2K -195 -3%
MA
922
Mutual Advisors
Nebraska
$628K +$389K +4,174 +163%
ABC
923
Associated Banc-Corp
Wisconsin
$627K +$27.7K +297 +5%
MBTD
924
Mechanics Bank - Trust Department
California
$626K +$626K +6,710 New
WA
925
WealthTrust Axiom
Pennsylvania
$624K +$624K +6,694 New
35 36
37
38 39