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American Express
AXP

Overview Fund Activity

1,218 hedge funds and large institutions have $79.1B invested in American Express in 2014 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 384 increasing their positions, 540 reducing their positions, and 63 closing their positions.

Holders
1,218
Holders Change
+13
Holders Change %
+1.08%
% of All Funds
35.2%
Holding in Top 10
75
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-12.79%
% of All Funds
2.17%
New
91
Increased
384
Reduced
540
Closed
63
Calls
$503M
Puts
$564M
Net Calls
-$60.7M
Net Calls Change
+$71.2M

Top Buyers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$303M
2
Wells Fargo
2
Wells Fargo
California
$1.07B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.79B
4
ClearBridge Investments
4
ClearBridge Investments
New York
$314M
5
RCWMU
5
Rothschild & Co Wealth Management (UK)
United Kingdom
$122M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$2.52B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
IIS
3
Ignis Investment Services
United Kingdom
$0
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
5
State Street
5
State Street
Massachusetts
$3.87B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$13.6B 151,610,700 – –
Capital World Investors
2
Capital World Investors
California
$5.9B 65,503,860 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.44B 49,278,316 +824,274 +2%
State Street
4
State Street
Massachusetts
$3.87B 42,956,171 -1,853,974 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.79B 30,984,809 +1,703,095 +6%
DSA
6
Davis Selected Advisers
Arizona
$2.52B 27,936,377 -7,831,464 -22%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$2.21B 24,564,591 -166,432 -0.7%
BIT
8
BlackRock Institutional Trust
California
$2.2B 24,415,065 +73,452 +0.3%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B 19,045,976 -2,717,941 -12%
Northern Trust
10
Northern Trust
Illinois
$1.4B 15,599,024 -595,182 -4%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$1.32B 14,609,490 +266,548 +2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.14B 12,617,892 -343,628 -3%
Wells Fargo
13
Wells Fargo
California
$1.07B 11,884,518 +2,492,188 +27%
Fisher Asset Management
14
Fisher Asset Management
Washington
$987M 10,962,068 +94,374 +0.9%
BFA
15
BlackRock Fund Advisors
California
$831M 9,232,089 +132,722 +1%
BA
16
BlackRock Advisors
Delaware
$710M 7,885,051 -14,181 -0.2%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$694M 7,705,875 +46,340 +0.6%
FMI
18
Fiduciary Management Inc
Wisconsin
$684M 7,596,019 -198,535 -3%
Bank of America
19
Bank of America
North Carolina
$666M 7,393,847 -124,196 -2%
JHIU
20
Janus Henderson Investors US
Colorado
$650M 7,224,119 +533,276 +8%
Norges Bank
21
Norges Bank
Norway
$644M 7,156,889 +416,277 +6%
BG
22
BlackRock Group
United Kingdom
$637M 7,080,180 +164,389 +2%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$620M 6,882,087 -113,519 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$614M 6,818,723 -5,903 -0.1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$577M 6,411,337 +308,152 +5%
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