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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 %
AAM
1126
Aureus Asset Management
Massachusetts
$286K -$8.38K -90 -3%
TL
1127
TrueWealth LLC
Georgia
$284K +$105K +1,130 +59%
MHIM
1128
MacNealy Hoover Investment Management
Ohio
$280K -$280K -3,000 -50%
1IA
1129
1834 Investment Advisors
Wisconsin
$280K -$18.7K -200 -6%
ACM
1130
AUA Capital Management
Pennsylvania
$280K – – –
VCM
1131
Violich Capital Management
California
$280K – – –
PA
1132
Probity Advisors
Texas
$280K +$60.9K +653 +28%
KLI
1133
Kelman-Lazarov Inc
Tennessee
$279K -$62K -664 -18%
OWP
1134
Obermeyer Wealth Partners
Colorado
$279K – – –
NCM
1135
Nelson Capital Management
California
$279K – – –
AB
1136
Atlas Brown
Kentucky
$277K -$23.9K -256 -8%
SAM
1137
SignalPoint Asset Management
Missouri
$277K – – –
KA
1138
Kovack Advisors
Florida
$276K -$162K -1,736 -37%
CA
1139
Cambridge Advisors
Nebraska
$276K – – –
VCM
1140
Virtue Capital Management
Tennessee
$274K +$14.6K +145 +6%
MWAC
1141
Mariner Wealth Advisors (Cincinnati)
Ohio
$273K -$10.7K -115 -4%
MIM
1142
Montgomery Investment Management
Maryland
$272K – – –
SIC
1143
Salem Investment Counselors
North Carolina
$272K – – –
HWA
1144
Heritage Wealth Advisors
Virginia
$270K – – –
IIC
1145
Integrated Investment Consultants
Michigan
$270K +$270K +2,893 New
CAG
1146
Crestwood Advisors Group
Massachusetts
$269K +$187 +2 +0.1%
MHS
1147
M Holdings Securities
Oregon
$268K -$32.9K -353 -11%
AI
1148
Accredited Investors
Minnesota
$267K -$14.5K -156 -5%
M
1149
MOTCO
Texas
$266K +$112K +1,205 +73%
RHAM
1150
Round Hill Asset Management
California
$263K -$19.7K -210 -7%
44 45
46
47 48