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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 %
AIL
1376
AGF Investments LLC
Ontario, Canada
$28K +$8.1K +83 +41%
AP
1377
Arlington Partners
Alabama
$28K +$28K +300 New
SIM
1378
Sonora Investment Management
Arizona
$27.5K +$2.33K +25 +9%
TCCM
1379
Timber Creek Capital Management
Massachusetts
$27K -$76.5K -850 -74%
FPB
1380
First PREMIER Bank
South Dakota
$26K – – –
JFA
1381
JNBA Financial Advisors
Minnesota
$25K – – –
RA
1382
Rational Advisors
New York
$25K +$25K +271 New
JAM
1383
Jolley Asset Management
North Carolina
$23K – – –
AWMS
1384
Advocacy Wealth Management Services
Georgia
$23K – – –
DWM
1385
Destination Wealth Management
California
$23K +$23K +399 New
HIIFS
1386
Harel Insurance Investments & Financial Services
Israel
$21K -$74.5K -780 -78%
BWA
1387
BDO Wealth Advisors
Florida
$20K +$3.49K +37 +21%
CI Investments Inc
1388
CI Investments Inc
Ontario, Canada
$19K -$25.8M -271,706 -100%
LGWM
1389
Litman Gregory Wealth Management
California
$19K – – –
TC
1390
Trust Company
Kansas
$19K – – –
AWA
1391
Acorn Wealth Advisors
Michigan
$19K – – –
FA
1392
Fortis Advisors
Pennsylvania
$19K – – –
ICOM
1393
Investment Counselors of Maryland
Maryland
$19K – – –
SA
1394
SRH Advisors
Kansas
$19K – – –
GWA
1395
Guidant Wealth Advisors
Illinois
$19K +$1.08K +12 +6%
ARMC
1396
American Research & Management Company
Massachusetts
$19K +$19K +200 New
HI
1397
Hudock Inc
Pennsylvania
$18K – – –
RWG
1398
Regal Wealth Group
California
$18K – – –
WWM
1399
Wagner Wealth Management
South Carolina
$18K +$942 +10 +6%
KCPG
1400
Kavar Capital Partners Group
Kansas
$16K +$16K +175 New
54 55
56
57 58