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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 %
CPA
1251
Clear Perspective Advisors
Illinois
$174K -$8.57K -92 -5%
PCM
1252
Prelude Capital Management
New York
$173K +$173K +1,854 New
JFGIW
1253
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$172K +$45.7K +490 +36%
AssetMark Inc
1254
AssetMark Inc
California
$171K -$218K -2,337 -56%
SC
1255
Sawyer & Company
Massachusetts
$167K – – –
APP
1256
Avantax Planning Partners
Iowa
$162K -$33.7K -362 -17%
AIM
1257
Advantage Investment Management
Iowa
$161K -$60.2K -645 -27%
FWM
1258
Focused Wealth Management
New York
$159K +$28.1K +300 +21%
ACA
1259
Atlas Capital Advisors
Wyoming
$158K +$158K +1,692 New
GLI
1260
Guardian Life Insurance
New York
$155K -$67.1K -718 -30%
GSC
1261
G&S Capital
Colorado
$154K – – –
PHK
1262
Point72 Hong Kong
Hong Kong
$151K +$151K +1,615 New
CT
1263
CPF Texas
Texas
$149K – – –
AAP
1264
Arax Advisory Partners
Colorado
$148K -$24K -258 -14%
CHC
1265
City Holding Co
West Virginia
$148K +$3.17K +34 +2%
FFW
1266
Fusion Family Wealth
New York
$142K +$4.86K +52 +4%
FFC
1267
First Financial Corp
Indiana
$142K +$28K +300 +25%
FANJ
1268
Financial Architects (New Jersey)
New Jersey
$141K -$96.6K -1,035 -41%
VIM
1269
Veritas Investment Management
United Kingdom
$140K – – –
SIAP
1270
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$140K – – –
AIS
1271
AlphaOne Investment Services
Pennsylvania
$140K +$140K +1,506 New
BCM
1272
Blume Capital Management
California
$139K – – –
CFG
1273
CKW Financial Group
Hawaii
$137K – – –
DAM
1274
Delta Asset Management
Tennessee
$135K -$9.33K -100 -6%
PO
1275
Private Ocean
California
$132K +$131K +1,407 +14,070%
49 50
51
52 53