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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 %
CIC
1226
Cornercap Investment Counsel
Georgia
$210K – – –
PWW
1227
Pettyjohn Wood & White
Virginia
$210K – – –
BA
1228
Boston Advisors
Massachusetts
$210K +$1.86K +20 +0.9%
GH
1229
GAM Holding
Switzerland
$209K -$852K -9,147 -80%
SFM
1230
Signature Financial Management
Virginia
$209K -$4.68K -50 -2%
WCM
1231
Whitener Capital Management
North Carolina
$209K – – –
RC
1232
RegentAtlantic Capital
New Jersey
$208K -$6.99K -75 -3%
TFA
1233
Toth Financial Advisory
Virginia
$208K +$560 +6 +0.3%
BAAM
1234
Baker Avenue Asset Management
California
$207K – – –
ACA
1235
Anchor Capital Advisors
Massachusetts
$207K – – –
CYG
1236
Clean Yield Group
Vermont
$206K – – –
PV
1237
Private Vista
Illinois
$206K +$206K +2,210 New
RW
1238
REDW Wealth
New Mexico
$205K -$17.5K -188 -8%
CBN
1239
Cadence Bank NA
Texas
$205K -$2.15K -23 -1%
OIA
1240
Optimum Investment Advisors
Illinois
$205K – – –
FCBT
1241
First Citizens Bank & Trust
North Carolina
$205K +$8.4K +90 +4%
HWA
1242
HCR Wealth Advisors
California
$203K +$203K +2,176 New
CWP
1243
Capital Wealth Planning
Florida
$201K +$201K +2,150 New
CAM
1244
Close Asset Management
United Kingdom
$200K -$255K -2,800 -56%
LA
1245
Legacy Advisors
Pennsylvania
$193K – – –
KTC
1246
Kistler-Tiffany Companies
Pennsylvania
$190K +$7.17K +77 +4%
CIP
1247
Convergence Investment Partners
Florida
$188K +$188K +2,016 New
CB
1248
CNB Bank
Pennsylvania
$186K – – –
WC
1249
Whitnell & Co
Illinois
$185K +$8.42K +90 +5%
HFM
1250
Harvest Fund Management
China
$176K – – –
48 49
50
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