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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 %
BCM
1026
BTR Capital Management
California
$411K – – –
WCM
1027
Weatherstone Capital Management
Colorado
$410K +$37K +397 +10%
AWM
1028
Aevitas Wealth Management
Massachusetts
$409K -$10.8K -116 -3%
BMC
1029
Benin Management Corp
Connecticut
$409K -$5.51K -59 -1%
BST
1030
Bath Savings Trust
Maine
$408K – – –
WB
1031
WesBanco Bank
West Virginia
$407K – – –
BIA
1032
Bigelow Investment Advisors
Maine
$405K -$1.4K -15 -0.3%
LWM
1033
Lyell Wealth Management
California
$405K +$42.5K +455 +12%
AAM
1034
Autus Asset Management
Arizona
$402K -$181K -1,941 -31%
SGAM
1035
Steinberg Global Asset Management
Florida
$402K – – –
SYBT
1036
Stock Yards Bank & Trust
Kentucky
$401K +$6.16K +66 +2%
TWA
1037
TCI Wealth Advisors
Arizona
$400K -$22.2K -238 -5%
SCM
1038
Stellar Capital Management
Arizona
$397K -$114K -1,219 -22%
CA
1039
Continuum Advisory
Idaho
$397K +$34.8K +373 +10%
BIM
1040
Bridges Investment Management
Nebraska
$396K +$9.32K +100 +2%
SCP
1041
Silverleafe Capital Partners
Tennessee
$393K +$15.4K +165 +4%
TNB
1042
Thomasville National Bank
Georgia
$392K +$55.1K +590 +16%
BJL
1043
Brighton Jones LLC
Washington
$389K -$42.5K -456 -10%
FHA
1044
Flagship Harbor Advisors
Massachusetts
$386K -$43.4K -475 -10%
LOAMS
1045
Lombard Odier Asset Management (Switzerland)
Switzerland
$386K +$90.9K +975 +31%
RI
1046
Ridgewood Investments
New Jersey
$385K – – –
IOOF
1047
Independent Order of Foresters
Ontario, Canada
$382K – – –
WA
1048
Wheatland Advisors
Pennsylvania
$382K – – –
LJAC
1049
L.J. Altfest & Co
New York
$380K -$9.34K -100 -2%
CPO
1050
Cerity Partners OCIO
New York
$380K +$18K +199 +5%
40 41
42
43 44