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American Express
AXP

Overview Fund Activity

1,205 hedge funds and large institutions have $80.9B invested in American Express in 2013 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 356 increasing their positions, 517 reducing their positions, and 50 closing their positions.

Holders
1,205
Holders Change
+90
Holders Change %
+8.07%
% of All Funds
35%
Holding in Top 10
86
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+56.36%
% of All Funds
2.5%
New
151
Increased
356
Reduced
517
Closed
50
Calls
$701M
Puts
$833M
Net Calls
-$132M
Net Calls Change
-$40.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.66B
2
IIS
2
Ignis Investment Services
United Kingdom
$396M
3
American Century Companies
3
American Century Companies
Missouri
$345M
4
Fayez Sarofim & Co
4
Fayez Sarofim & Co
Texas
$191M
5
Alkeon Capital Management
5
Alkeon Capital Management
New York
$154M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$554M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$695M
3
LPC
3
Lone Pine Capital
Connecticut
$399M
4
DSA
4
Davis Selected Advisers
Arizona
$3.25B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$266M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$13.8B 151,610,700 – –
Capital World Investors
2
Capital World Investors
California
$5.94B 65,503,860 -750,000 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.4B 48,454,042 +799,923 +2%
State Street
4
State Street
Massachusetts
$4.07B 44,810,145 +1,050,247 +2%
DSA
5
Davis Selected Advisers
Arizona
$3.25B 35,767,841 -1,345,715 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.66B 29,281,714 +6,878,340 +31%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.24B 24,731,023 -342,218 -1%
BIT
8
BlackRock Institutional Trust
California
$2.21B 24,341,613 -503,926 -2%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.97B 21,763,917 -148,390 -0.7%
Northern Trust
10
Northern Trust
Illinois
$1.47B 16,194,206 -173,697 -1%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.3B 14,342,942 +171,804 +1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.18B 12,961,520 -1,138,436 -8%
Fisher Asset Management
13
Fisher Asset Management
Washington
$986M 10,867,694 -30,944 -0.3%
Wells Fargo
14
Wells Fargo
California
$852M 9,392,330 +507,763 +6%
BFA
15
BlackRock Fund Advisors
California
$826M 9,099,367 +254,179 +3%
BA
16
BlackRock Advisors
Delaware
$717M 7,899,232 -59,515 -0.7%
FMI
17
Fiduciary Management Inc
Wisconsin
$707M 7,794,554 +946,362 +14%
First Eagle Investment Management
18
First Eagle Investment Management
New York
$695M 7,659,535 -2,508,590 -25%
Bank of America
19
Bank of America
North Carolina
$682M 7,518,043 +238,920 +3%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$635M 6,995,606 +45,613 +0.7%
BG
21
BlackRock Group
United Kingdom
$627M 6,915,791 -229,390 -3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$619M 6,824,626 +189,354 +3%
Norges Bank
23
Norges Bank
Norway
$612M 6,740,612 -235,726 -3%
JHIU
24
Janus Henderson Investors US
Colorado
$607M 6,690,843 +535,376 +9%
ECU
25
Egerton Capital (UK)
United Kingdom
$599M 6,599,196 -182,251 -3%
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