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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 %
SIA
1426
Sit Investment Associates
Minnesota
$6K – – –
CFD
1427
Creative Financial Designs
Indiana
$6K – – –
OSNBOA
1428
Old Second National Bank of Aurora
Illinois
$6K – – –
QAM
1429
QCI Asset Management
New York
$6K – – –
BCP
1430
Blackhawk Capital Partners
Wisconsin
$6K – – –
ACM
1431
Aviance Capital Management
Florida
$6K +$6K +59 New
CAM
1432
CenterStar Asset Management
Illinois
$5K – – –
HCM
1433
Horrell Capital Management
Arkansas
$4K – – –
NC
1434
NewSquare Capital
Pennsylvania
$4K – – –
ML
1435
McAdam LLC
Pennsylvania
$4K +$4K +45 New
LWA
1436
Lowe Wealth Advisors
Maryland
$2K – – –
GEA
1437
Glen Eagle Advisors
New Jersey
$1.12K -$1.21K -13 -52%
MWM
1438
MinichMacGregor Wealth Management
New York
$1K – – –
PWM
1439
Perigon Wealth Management
California
$1K +$1K +7 New
Alyeska Investment Group
1440
Alyeska Investment Group
Illinois
– -$86M -865,490 Closed
HCM
1441
Highfields Capital Management
Massachusetts
– -$59.6M -600,000 Closed
SC
1442
Samlyn Capital
New York
– -$29.5M -296,596 Closed
BCM
1443
Barometer Capital Management
Ontario, Canada
– -$15.7M -158,250 Closed
SCM
1444
Stevens Capital Management
Pennsylvania
– -$9.24M -93,017 Closed
MC
1445
Maverick Capital
Texas
– -$6.49M -65,320 Closed
Parallax Volatility Advisers
1446
Parallax Volatility Advisers
California
– -$5.85M -58,877 Closed
EGM
1447
Engineers Gate Manager
New York
– -$5.68M -57,197 Closed
CFM
1448
Coronation Fund Managers
South Africa
– -$5.32M -53,570 Closed
VCP
1449
Vernier Capital Partners
New York
– -$4.97M -50,000 Closed
AIM
1450
Assured Investment Management
New York
– -$3.71M -37,356 Closed
56 57
58
59 60