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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 %
GAM
976
Garrison Asset Management
Arkansas
$522K – – –
CS
977
Cannell & Spears
New York
$518K – – –
VIA
978
Vident Investment Advisory
Georgia
$515K +$137K +1,458 +36%
S
979
SignatureFD
Georgia
$514K +$30.8K +330 +6%
SBH
980
Segall Bryant & Hamill
Illinois
$511K – – –
OI
981
Oakbrook Investments
Illinois
$508K +$83.9K +900 +20%
BP
982
Ballentine Partners
Massachusetts
$506K -$3.45K -37 -0.7%
RT
983
Rockland Trust
Massachusetts
$497K +$117K +1,257 +31%
SWMG
984
Signature Wealth Management Group
Georgia
$496K +$24K +257 +5%
RCC
985
Red Cedar Capital
Nebraska
$494K -$9.32K -100 -2%
MFW
986
Meristem Family Wealth
Minnesota
$493K -$9.05K -97 -2%
RG
987
Rathbones Group
United Kingdom
$493K – – –
Mackenzie Financial
988
Mackenzie Financial
Ontario, Canada
$489K -$19.5M -209,046 -98%
HCMNY
989
Howard Capital Management (New York)
New York
$487K – – –
KI
990
Koch Industries
Kansas
$487K +$33.8K +362 +7%
BOTW
991
Bank of the West
California
$486K +$65.1K +698 +15%
ERIM
992
Eagle Ridge Investment Management
Connecticut
$485K – – –
WA
993
WP Advisors
California
$485K +$1.77K +19 +0.4%
VFA
994
Valeo Financial Advisors
Indiana
$481K +$72.5K +777 +18%
JA
995
JOYN Advisors
Georgia
$472K -$359K -3,855 -43%
AL
996
Aspiriant LLC
California
$468K +$468K +5,012 New
AF
997
Arrow Financial
New York
$466K -$29.9K -320 -6%
MA
998
MANA Advisors
New York
$463K -$284K -3,039 -38%
IAA
999
Independent Advisor Alliance
North Carolina
$463K -$103K -1,129 -18%
HIM
1000
Hermes Investment Management
United Kingdom
$462K – – –
38 39
40
41 42