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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 %
GWS
1301
Glassman Wealth Services
Virginia
$97K +$4.2K +45 +5%
PCM
1302
Princeton Capital Management
New Jersey
$95K +$95K +1,015 New
SIA
1303
SeaBridge Investment Advisors
New Jersey
$94K – – –
SFFS
1304
Stonehage Fleming Financial Services
Jersey
$93K – – –
AC
1305
Avestar Capital
New York
$92K +$12.9K +162 +16%
BWM
1306
Baystate Wealth Management
Massachusetts
$91K – – –
MWM
1307
Mascoma Wealth Management
New Hampshire
$89K – – –
THWM
1308
Taylor Hoffman Wealth Management
Virginia
$89K – – –
NSB
1309
Norway Savings Bank
Maine
$87K – – –
NIM
1310
NuWave Investment Management
New Jersey
$87K +$80.9K +875 +1,326%
CC
1311
Claybrook Capital
Massachusetts
$84K +$84K +900 New
WIM
1312
Westside Investment Management
California
$83.5K -$57K -626 -41%
EWM
1313
Endurance Wealth Management
Rhode Island
$79K -$27.9K -300 -26%
KF
1314
Krilogy Financial
Missouri
$76K -$1.12K -12 -1%
MAM
1315
Magellan Asset Management
Australia
$76K – – –
IDBONY
1316
Israel Discount Bank of New York
New York
$75K – – –
WC
1317
Whitney & Co
New York
$75K +$75K +800 New
SIAS
1318
Shine Investment Advisory Services
Colorado
$74K – – –
Carson Wealth (CWM LLC)
1319
Carson Wealth (CWM LLC)
Nebraska
$74K +$6.03K +65 +9%
BRC
1320
Bell Rock Capital
Delaware
$74K +$19.1K +203 +35%
DWA
1321
Divergent Wealth Advisors
Utah
$74K +$74K +788 New
EWM
1322
Edge Wealth Management
New York
$71K – – –
GAM
1323
Gemmer Asset Management
California
$70K – – –
FGC
1324
Financial Gravity Companies
Texas
$70K +$62.9K +647 +886%
FGAM
1325
Financial Gravity Asset Management
Texas
$70K +$70K +720 New
51 52
53
54 55