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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 %
BOS
1201
Bingham Osborn & Scarborough
California
$225K – – –
MC
1202
Montag & Caldwell
Georgia
$224K – – –
MWM
1203
Mission Wealth Management
California
$224K +$19.7K +212 +10%
TAM
1204
Trillium Asset Management
Massachusetts
$223K -$14.9K -160 -6%
SFI
1205
SPC Financial Inc
Maryland
$223K – – –
SCA
1206
Stonebridge Capital Advisors
Minnesota
$222K -$93 -1 -0%
FFSOTS
1207
Fiduciary Financial Services of The Southwest
Texas
$221K – – –
OAM
1208
Oak Asset Management
California
$221K – – –
AW
1209
Alpha Windward
Massachusetts
$220K -$2.05K -22 -0.9%
CBT
1210
Central Bank & Trust
Kentucky
$219K -$93.2K -1,000 -30%
RCM
1211
RB Capital Management
Nevada
$218K -$19.1K -205 -8%
SFS
1212
Strategic Financial Services
New York
$218K – – –
WB
1213
Webster Bank
Connecticut
$217K – – –
FCB
1214
First Command Bank
Texas
$216K +$8.4K +90 +4%
CPIA
1215
Cornell Pochily Investment Advisors
New York
$216K -$8.85K -95 -4%
ANB
1216
Amarillo National Bank
Texas
$216K – – –
FCFS
1217
First Command Financial Services
Texas
$216K +$8.39K +90 +4%
DTL
1218
Dynamic Technology Lab
Singapore
$215K -$777K -8,359 -78%
AAC
1219
Asset Advisors Corp
Georgia
$215K – – –
LPT
1220
Legacy Private Trust
Wisconsin
$215K – – –
BBNB
1221
Baker Boyer National Bank
Washington
$215K – – –
OLA
1222
Oliver Luxxe Assets
New Jersey
$214K – – –
CG
1223
Clinton Group
New York
$213K -$1.66M -17,760 -89%
AF
1224
Advisornet Financial
Minnesota
$213K +$71.1K +763 +50%
GIM
1225
Greylin Investment Management
Virginia
$212K – – –
47 48
49
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