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American Express
AXP

Overview Fund Activity

1,318 hedge funds and large institutions have $79.3B invested in American Express in 2014 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 478 increasing their positions, 461 reducing their positions, and 63 closing their positions.

Holders
1,318
Holders Change
+83
Holders Change %
+6.72%
% of All Funds
35.17%
Holding in Top 10
63
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+26%
% of All Funds
1.68%
New
160
Increased
478
Reduced
461
Closed
63
Calls
$501M
Puts
$696M
Net Calls
-$195M
Net Calls Change
+$12.9M

Top Buyers

1
LPU
1
Lansdowne Partners (UK)
United Kingdom
$608M
2
UBS Group
2
UBS Group
Switzerland
$248M
3
State Street
3
State Street
Massachusetts
$4.22B
4
Morgan Stanley
4
Morgan Stanley
New York
$698M
5
MCM
5
Marsico Capital Management
Colorado
$217M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$513M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.16B
3
American Century Companies
3
American Century Companies
Missouri
$97.3M
4
DSA
4
Davis Selected Advisers
Arizona
$2.07B
5
CCI
5
Columbus Circle Investors
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$14.1B 151,610,700 – –
Capital World Investors
2
Capital World Investors
California
$5.27B 56,629,860 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.77B 51,272,152 +812,081 +2%
State Street
4
State Street
Massachusetts
$4.22B 45,315,542 +2,383,097 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.95B 31,723,446 -788,579 -2%
BIT
6
BlackRock Institutional Trust
California
$2.18B 23,455,792 -260,461 -1%
DSA
7
Davis Selected Advisers
Arizona
$2.07B 22,239,723 -2,293,821 -9%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.67B 17,901,396 +201,768 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.42B 15,220,426 +493,225 +3%
Northern Trust
10
Northern Trust
Illinois
$1.31B 14,105,179 -658,893 -4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.16B 12,497,317 -4,280,011 -26%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.1B 11,845,863 -1,168,082 -9%
Fisher Asset Management
13
Fisher Asset Management
Washington
$1.05B 11,264,810 -122,652 -1%
BFA
14
BlackRock Fund Advisors
California
$953M 10,245,975 +984,320 +11%
Wells Fargo
15
Wells Fargo
California
$812M 8,730,191 +316,323 +4%
Bank of America
16
Bank of America
North Carolina
$753M 8,089,298 -62,187 -0.8%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$737M 7,918,243 +22,816 +0.3%
Norges Bank
18
Norges Bank
Norway
$726M 7,808,150 -97,136 -1%
BG
19
BlackRock Group
United Kingdom
$724M 7,784,196 +389,421 +5%
BA
20
BlackRock Advisors
Delaware
$710M 7,631,956 -387,636 -5%
Morgan Stanley
21
Morgan Stanley
New York
$698M 7,506,620 +1,676,566 +29%
JHIU
22
Janus Henderson Investors US
Colorado
$681M 7,323,614 -262,606 -3%
FMI
23
Fiduciary Management Inc
Wisconsin
$657M 7,063,921 -113,348 -2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$642M 6,904,449 -28,461 -0.4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$625M 6,728,092 +175,696 +3%
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