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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 %
LJHT
1151
Laurie J. Hall Trustee
$263K -$8.12K -87 -3%
TMAM
1152
Tokio Marine Asset Management
Japan
$261K -$151K -1,623 -37%
IBOK
1153
Independence Bank of Kentucky
Kentucky
$261K -$80.3K -860 -24%
GCIA
1154
Gabelli & Co Investment Advisers
New York
$261K – – –
TL
1155
Tirschwell & Loewy
New York
$261K – – –
MIP
1156
Marietta Investment Partners
Wisconsin
$261K – – –
MCMT
1157
Moon Capital Management (Tennessee)
Tennessee
$258K +$93 +1 +0%
TAM
1158
Tiverton Asset Management
Delaware
$258K -$527K -5,647 -67%
CL
1159
CPWM LLC
Washington
$258K +$258K +2,770 New
WIA
1160
Westbourne Investment Advisors
Maryland
$257K -$18.7K -200 -7%
GBT
1161
Grove Bank & Trust
Florida
$257K -$1.86K -20 -0.7%
TCM
1162
Tufton Capital Management
Maryland
$256K – – –
OA
1163
Oxbow Advisors
Texas
$256K – – –
BFA
1164
Beaumont Financial Advisors
Massachusetts
$256K +$256K +2,742 New
AIM
1165
Allen Investment Management
New York
$255K -$934 -10 -0.4%
CIC
1166
Carnegie Investment Counsel
Ohio
$254K -$45.6K -450 -15%
PCMC
1167
Paragon Capital Management (Colorado)
Colorado
$254K -$9.32K -100 -4%
TWM
1168
Titus Wealth Management
California
$254K +$254K +2,222 New
HS
1169
HighVista Strategies
Massachusetts
$252K -$9.33K -100 -4%
DP
1170
Dearborn Partners
Illinois
$250K -$17.2K -184 -6%
CM
1171
Castleark Management
Illinois
$250K – – –
MCM
1172
Maryland Capital Management
Maryland
$250K – – –
GBBWRPM
1173
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$250K +$932 +10 +0.4%
WG
1174
Welch Group
Alabama
$250K +$28.5K +306 +13%
B
1175
Brightworth
Georgia
$249K -$49.6K -532 -17%
45 46
47
48 49