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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 %
CAW
1276
Cornerstone Advisors (Washington)
Washington
$131K – – –
CAL
1277
Capital Analysts LLC
Pennsylvania
$128K +$23.4K +250 +22%
OFW
1278
Omnia Family Wealth
Florida
$125K – – –
TFS
1279
TrustCore Financial Services
Tennessee
$125K +$4.68K +50 +4%
MSA
1280
Marino Stram & Associates
Massachusetts
$124K – – –
MFW
1281
Mosaic Family Wealth
Missouri
$124K +$14.5K +155 +13%
ACS
1282
Archford Capital Strategies
Illinois
$123K +$123K +1,239 New
FMTCOCP
1283
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$120K – – –
SFG
1284
SevenBridge Financial Group
Pennsylvania
$120K – – –
MCM
1285
MV Capital Management
Maryland
$115K -$11.2K -120 -9%
MA
1286
MCF Advisors
Kentucky
$111K -$9.2K -99 -8%
CPIG
1287
Chicago Partners Investment Group
Illinois
$110K +$14.8K +159 +16%
WA
1288
WealthTrust-Arizona
Arizona
$108K +$94 +1 +0.1%
SQA
1289
Simon Quick Advisors
New Jersey
$107K – – –
FPFS
1290
First Personal Financial Services
North Carolina
$106K -$172K -1,836 -62%
VCM
1291
Versant Capital Management
Arizona
$106K – – –
FNB
1292
Farmers National Bank
Kentucky
$104K – – –
EA
1293
Edge Advisors
Georgia
$104K +$93 +1 +0.1%
CAC
1294
Certified Advisory Corp
Florida
$104K +$9.27K +100 +10%
PC
1295
Permit Capital
Pennsylvania
$103K – – –
IWM
1296
IHT Wealth Management
Illinois
$102K +$9.17K +101 +10%
SFSIG
1297
San Francisco Sentry Investment Group
California
$101K +$6.55K +70 +7%
LWM
1298
Lenox Wealth Management
Ohio
$100K +$5.2K +56 +5%
FHA
1299
First Horizon Advisors
Tennessee
$99K +$17.3K +185 +21%
SFM
1300
Signet Financial Management
New Jersey
$99K +$99K +1,056 New
50 51
52
53 54