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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 %
PCFFS
1351
Pacific Center for Financial Services
California
$44K – – –
MUS
1352
Mitsubishi UFJ Securities
Japan
$43K – – –
PCP
1353
Proficio Capital Partners
Massachusetts
$43K +$7.6K +82 +21%
EAM
1354
Exane Asset Management
France
$42.8K +$42.8K +459 New
SIS
1355
Sound Income Strategies
Florida
$42K – – –
APSP
1356
Asset Planning Services (Pennsylvania)
Pennsylvania
$40K -$96.2K -1,034 -71%
EFSCE
1357
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$9.36K +101 +33%
PCTC
1358
Perkins Coie Trust Company
Washington
$38K +$38K +405 New
CPA
1359
Cowen Prime Advisors
New York
$37K – – –
AP
1360
Atwood & Palmer
Missouri
$37K – – –
CWM
1361
Catamount Wealth Management
Connecticut
$37K – – –
FAM
1362
Fred Alger Management
New York
$36K -$6.59K -71 -15%
BCI
1363
Brinker Capital Investments
Pennsylvania
$36K +$28.1K +300 +357%
WPA
1364
West Paces Advisors
Georgia
$35.7K – – –
HFP
1365
Holistic Financial Partners
Indiana
$35K +$35K +379 New
WAP
1366
Wealthcare Advisory Partners
Pennsylvania
$34K -$939 -10 -3%
AF
1367
Allworth Financial
California
$33K -$92 -1 -0.3%
EARNEST Partners
1368
EARNEST Partners
Georgia
$33K – – –
MCWS
1369
McKinley Carter Wealth Services
West Virginia
$32K +$32K +339 New
SGAM
1370
Smith Group Asset Management
Texas
$31K -$31.5K -340 -50%
TIM
1371
Tortoise Investment Management
New York
$30K – – –
ANBT
1372
American National Bank & Trust
Texas
$30K – – –
1832 Asset Management
1373
1832 Asset Management
Ontario, Canada
$29K – – –
PFGIA
1374
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$90 +1 +0.3%
MFBTD
1375
MB Financial Bank - Trust Department
Illinois
$28K -$47.6K -510 -63%
53 54
55
56 57