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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 %
SCM
1051
Stonebridge Capital Management
California
$379K -$16.8K -180 -4%
HIM
1052
Hillsdale Investment Management
Ontario, Canada
$376K +$2.8K +30 +0.8%
BIM
1053
Barton Investment Management
Pennsylvania
$375K -$389K -4,170 -51%
FP
1054
Factorial Partners
New York
$373K – – –
GCP
1055
GSA Capital Partners
United Kingdom
$371K +$371K +3,982 New
SBSB
1056
Sullivan, Bruyette, Speros & Blaney
Virginia
$366K -$83.7K -898 -19%
RMCM
1057
Reynders McVeigh Capital Management
Massachusetts
$366K -$65.4K -700 -15%
HBT
1058
Hills Bank & Trust
Iowa
$364K – – –
IUHSA
1059
Itau Unibanco Holding S.A.
Brazil
$361K +$173K +1,860 +92%
WIM
1060
Wittenberg Investment Management
Massachusetts
$360K – – –
PHAM
1061
Palisades Hudson Asset Management
Florida
$358K – – –
AIM
1062
Aspen Investment Management
Michigan
$357K – – –
WMC
1063
Westwood Management Corporation
Illinois
$354K – – –
EWM
1064
Evermay Wealth Management
Virginia
$353K -$88.7K -951 -20%
WEC
1065
Winslow Evans & Crocker
Massachusetts
$351K -$10.8K -116 -3%
BSA
1066
Braun Stacey Associates
New York
$350K -$140K -1,500 -29%
VDBMI
1067
Van Den Berg Management I
Texas
$347K – – –
STA
1068
Summit Trail Advisors
New York
$347K +$66.9K +741 +24%
BI
1069
Bredin Investment
Delaware
$345K – – –
SWA
1070
Sutton Wealth Advisors
Florida
$344K – – –
DCM
1071
Driehaus Capital Management
Illinois
$341K -$61.5K -660 -15%
EWA
1072
EP Wealth Advisors
California
$341K +$8.31K +89 +2%
DI
1073
Diligent Investors
California
$340K – – –
AWM
1074
Aries Wealth Management
Maine
$339K +$21.4K +230 +7%
WPP
1075
Whalerock Point Partners
Rhode Island
$336K -$140K -1,500 -29%
41 42
43
44 45