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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 %
SA
926
Strategic Advisors
New York
$621K +$653 +7 +0.1%
TC
927
Telemus Capital
Michigan
$617K -$12.6K -135 -2%
WT
928
Washington Trust
Rhode Island
$615K -$11.3K -121 -2%
RCAG
929
Rehmann Capital Advisory Group
Michigan
$615K +$18.5K +198 +3%
Assenagon Asset Management
930
Assenagon Asset Management
Luxembourg
$611K -$810K -8,691 -57%
CAG
931
Csenge Advisory Group
Florida
$611K +$43.5K +466 +8%
WI
932
Wintrust Investments
Illinois
$609K -$581K -6,225 -49%
Cerity Partners
933
Cerity Partners
New York
$606K -$96.6K -1,036 -14%
RIM
934
Regent Investment Management
Kentucky
$606K – – –
IFAM
935
Institutional & Family Asset Management
Colorado
$605K +$48.9K +524 +9%
BA
936
Birinyi Associates
Connecticut
$604K – – –
P
937
Pitcairn
Pennsylvania
$602K -$50.3K -540 -8%
ATC
938
Argent Trust Co
Tennessee
$602K +$138K +1,481 +30%
MFG
939
Monte Financial Group
Connecticut
$599K -$9.23K -99 -2%
RWP
940
RWA Wealth Partners
Massachusetts
$597K -$469K -5,028 -44%
MCM
941
Manchester Capital Management
Vermont
$597K +$93.2K +1,000 +19%
BIAS
942
Beacon Investment Advisory Services
New Jersey
$597K +$597K +6,400 New
JFL
943
Jarislowsky, Fraser Ltd
Quebec, Canada
$595K +$3.36K +36 +0.6%
OCM
944
Osterweis Capital Management
California
$594K – – –
BAM
945
Boyar Asset Management
New York
$594K – – –
SCP
946
Sandhill Capital Partners
New York
$591K +$11.5K +123 +2%
EM
947
Excalibur Management
Massachusetts
$589K – – –
VIA
948
Vantage Investment Advisors
Pennsylvania
$585K -$4.1K -44 -0.7%
EB
949
Eastern Bank
Massachusetts
$584K -$11.5K -123 -2%
PGWM
950
Parisi Gray Wealth Management
New Jersey
$582K -$74.1K -799 -11%
36 37
38
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