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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
1101
BlueCrest Capital Management
Jersey
$307K -$12.1M -129,951 -98%
TIA
1102
Tiemann Investment Advisors
California
$307K – – –
ZAM
1103
Zevin Asset Management
Massachusetts
$307K – – –
FCAG
1104
First Capital Advisors Group
New Jersey
$307K +$102K +1,090 +50%
PTB
1105
Pioneer Trust Bank
Oregon
$305K – – –
PP
1106
Palladium Partners
Virginia
$305K +$23.3K +250 +8%
ATFA
1107
All Terrain Financial Advisors
Minnesota
$304K +$9.33K +100 +3%
SCM
1108
SKBA Capital Management
California
$303K – – –
DCM
1109
Donaldson Capital Management
Indiana
$303K – – –
NWP
1110
Northstar Wealth Partners
Connecticut
$303K +$2.71K +29 +0.9%
MOS
1111
MGO One Seven
Ohio
$299K -$19.5K -209 -6%
GW
1112
GW & Wade
Massachusetts
$299K +$9.61K +103 +3%
BRWA
1113
B. Riley Wealth Advisors
Florida
$298K -$20.2K -215 -6%
SBWM
1114
Sunflower Bank Wealth Management
Arizona
$298K -$4.67K -50 -2%
SMH
1115
Sanders Morris Harris
Texas
$296K – – –
GFPC
1116
Global Financial Private Capital
Florida
$296K +$296K +3,172 New
ATC
1117
Adirondack Trust Company
New York
$295K -$47.4K -481 -14%
LNC
1118
Lincoln National Corp
Pennsylvania
$292K -$283K -3,036 -49%
FNBOH
1119
First National Bank of Hutchinson
Kansas
$292K – – –
SWM
1120
SeaCrest Wealth Management
New York
$290K +$280 +3 +0.1%
FHC
1121
First Heartland Consultants
Missouri
$290K +$13.1K +140 +5%
CCMD
1122
Cypress Capital Management (Delaware)
Delaware
$289K – – –
Hudson Bay Capital Management
1123
Hudson Bay Capital Management
Connecticut
$289K +$289K +3,100 New
CAM
1124
Cypress Asset Management
Texas
$287K -$51.3K -550 -15%
PFS
1125
Prospera Financial Services
Texas
$286K -$220K -2,356 -43%
43 44
45
46 47