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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 %
HDIM
1076
Hanson & Doremus Investment Management
Vermont
$336K +$99.2K +1,064 +42%
EAM
1077
Evanson Asset Management
California
$335K – – –
LA
1078
LVW Advisors
New York
$334K +$5.13K +55 +2%
SNT
1079
Security National Trust
West Virginia
$333K – – –
RM
1080
Resource Management
Louisiana
$330K – – –
QC
1081
Quadrature Capital
United Kingdom
$330K +$330K +3,528 New
NA
1082
Navellier & Associates
Nevada
$326K -$713K -7,656 -69%
SC
1083
Saybrook Capital
North Carolina
$326K – – –
FMLI
1084
Fukoku Mutual Life Insurance
Japan
$326K – – –
EVM
1085
Evelyn V. Moreno
$326K – – –
SIC
1086
Sigma Investment Counselors
Michigan
$321K -$5.13K -55 -2%
OC
1087
Oakworth Capital
Alabama
$321K -$1.48K -15 -0.5%
MWP
1088
MYCIO Wealth Partners
Pennsylvania
$319K -$7.56K -81 -2%
NA
1089
Nottingham Advisors
New York
$318K -$2.15K -23 -0.7%
BFC
1090
Bedel Financial Consulting
Indiana
$318K +$280 +3 +0.1%
BWA
1091
Burt Wealth Advisors
Maryland
$316K -$7.83K -84 -2%
NL
1092
NWAM LLC
Washington
$315K -$110K -1,178 -26%
WCM
1093
Weik Capital Management
Pennsylvania
$315K -$7K -75 -2%
MRCM
1094
M&R Capital Management
New Jersey
$314K -$1.68K -18 -0.5%
BTNA
1095
Bremer Trust National Association
Minnesota
$312K -$12.2K -131 -4%
MCTIC
1096
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$312K – – –
SRC
1097
Shufro Rose & Co
New York
$311K +$311K +3,333 New
CSA
1098
Cottage Street Advisors
Massachusetts
$308K -$9.33K -100 -3%
PG
1099
Patten Group
Tennessee
$308K – – –
TSWM
1100
Triangle Securities Wealth Management
North Carolina
$308K +$9.31K +100 +3%
42 43
44
45 46