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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 %
FCCM
1001
First City Capital Management
Georgia
$459K – – –
RA
1002
RFG Advisory
Alabama
$458K -$41.6K -446 -8%
WF
1003
WealthTrust Fairport
Ohio
$454K +$96K +1,029 +27%
FBT
1004
First Bankers Trust
Kentucky
$449K -$933 -10 -0.2%
HCMT
1005
Highland Capital Management (Tennessee)
Tennessee
$448K -$280K -3,000 -38%
TPWA
1006
TRUE Private Wealth Advisors
Oregon
$448K +$80.7K +865 +22%
SFA
1007
Sequoia Financial Advisors
Ohio
$447K -$25K -268 -5%
AC
1008
Alexandria Capital
Virginia
$447K +$447K +4,793 New
RIL
1009
Rothschild Investment LLC
Illinois
$444K +$3.08K +33 +0.7%
CS
1010
Comerica Securities
Michigan
$444K +$49.6K +531 +13%
HJA
1011
Hugh Johnson Advisors
New York
$443K – – –
LFAS
1012
Level Four Advisory Services
Texas
$441K +$144K +1,542 +48%
CSM
1013
CAMG Solamere Management
North Carolina
$436K -$32.7K -350 -7%
BMC
1014
Beaton Management Company
Massachusetts
$434K – – –
SC
1015
Schulhoff & Co
Ohio
$433K – – –
LWAC
1016
Laurel Wealth Advisors (California)
California
$432K -$26.6K -285 -6%
DAM
1017
Doheny Asset Management
California
$432K – – –
CWM
1018
Cornerstone Wealth Management
Missouri
$431K -$1.09K -12 -0.3%
BFC
1019
Blue Fin Capital
Rhode Island
$430K -$35.4K -380 -8%
LIM
1020
Leavell Investment Management
Alabama
$426K -$21.3K -228 -5%
ST
1021
Spinnaker Trust
Maine
$423K – – –
WPC
1022
White Pine Capital
Minnesota
$423K +$63K +675 +18%
TF
1023
Tompkins Financial
New York
$421K +$66.6K +714 +19%
PGCM
1024
Prescott Group Capital Management
Oklahoma
$420K – – –
AA
1025
Ancora Advisors
Ohio
$415K +$415K +4,450 New
39 40
41
42 43