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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 %
IRC
1501
Investors Research Corp
Georgia
– -$207K -2,088 Closed
SC
1502
SRB Corp
Massachusetts
– -$207K -2,087 Closed
CA
1503
Capital Advantage
California
– -$205K -2,066 Closed
AFNAS
1504
American Financial Network Advisory Services
California
– -$205K -2,062 Closed
CL
1505
Choreo LLC
Illinois
– -$201K -2,029 Closed
CBU
1506
CIBC Bank USA
Illinois
– -$201K -2,020 Closed
FDS
1507
First Dallas Securities
Texas
– -$139K -1,402 Closed
DCM
1508
Delpha Capital Management
New York
– -$138K -1,394 Closed
KJWM
1509
Kiley Juergens Wealth Management
Washington
– -$132K -1,332 Closed
LCM
1510
Liberty Capital Management
Michigan
– -$61K -600 Closed
WA
1511
Winfield Associates
Ohio
– -$55K -550 Closed
RPC
1512
Rossmore Private Capital
Connecticut
– -$49.7K -500 Closed
KTM
1513
Keeler Thomas Management
Utah
– -$34K -348 Closed
IAM
1514
Integre Asset Management
New York
– -$22K -225 Closed
AIS
1515
Accurate Investment Solutions
Pennsylvania
– -$20K -201 Closed
SPI
1516
Santori & Peters Inc
Pennsylvania
– -$14K -159 Closed
TDC
1517
Thompson Davis & Co
Virginia
– -$12K -120 Closed
FFG
1518
Ford Financial Group
California
– -$10K -100 Closed
NCM
1519
New Capital Management
Texas
– -$5K -50 Closed
PCA
1520
Providence Capital Advisors
North Carolina
– -$2K -25 Closed
Financial Engines Advisors
1521
Financial Engines Advisors
California
– -$1K -14 Closed
MCM
1522
Mainstay Capital Management
Michigan
– -$1K -11 Closed
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