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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 %
QT
1476
Quantbot Technologies
New York
– -$440K -4,440 Closed
WA
1477
Wasatch Advisors
Utah
– -$437K -4,400 Closed
CI
1478
Cavalier Investments
Georgia
– -$417K -4,200 Closed
BCM
1479
Brasada Capital Management
Texas
– -$397K -4,000 Closed
PFS
1480
Physicians Financial Services
North Carolina
– -$348K -3,500 Closed
CTA
1481
Colonial Trust Advisors
South Carolina
– -$343K -3,450 Closed
CCIA
1482
Campbell & Co Investment Adviser
Maryland
– -$306K -3,084 Closed
MF
1483
Magnetar Financial
Illinois
– -$286K -2,880 Closed
DWM
1484
Dynasty Wealth Management
Florida
– -$279K -2,811 Closed
GCC
1485
Game Creek Capital
Massachusetts
– -$278K -2,800 Closed
BCM
1486
Brookstone Capital Management
Illinois
– -$273K -2,752 Closed
CFC
1487
Coyle Financial Counsel
Illinois
– -$262K -2,640 Closed
RWM
1488
Ritholtz Wealth Management
New York
– -$252K -2,542 Closed
DCM
1489
Dynamic Capital Management
Jersey
– -$244K -2,454 Closed
QPWM
1490
Quadrant Private Wealth Management
Pennsylvania
– -$239K -2,403 Closed
CA
1491
Corrado Advisors
New Jersey
– -$229K -2,302 Closed
HCM
1492
Hall Capital Management
Rhode Island
– -$225K -2,270 Closed
PL
1493
Parkwood LLC
Ohio
– -$219K -2,207 Closed
PL
1494
Perpetual Ltd
Australia
– -$220K -2,197 Closed
ABTD
1495
Arvest Bank Trust Division
Oklahoma
– -$215K -2,167 Closed
WA
1496
Wealth Architects
California
– -$214K -2,159 Closed
PL
1497
Plancorp LLC
Missouri
– -$209K -2,123 Closed
VCAM
1498
Van Cleef Asset Management
Ohio
– -$209K -2,100 Closed
GIP
1499
Granite Investment Partners
California
– -$209K -2,100 Closed
WPW
1500
Waldron Private Wealth
Pennsylvania
– -$208K -2,096 Closed
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