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American Express
AXP

Overview Fund Activity

1,315 hedge funds and large institutions have $64.5B invested in American Express in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 522 increasing their positions, 484 reducing their positions, and 127 closing their positions.

Holders
1,315
Holders Change
-3
Holders Change %
-0.23%
% of All Funds
35.08%
Holding in Top 10
46
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.98%
% of All Funds
1.23%
New
141
Increased
522
Reduced
484
Closed
127
Calls
$754M
Puts
$1.2B
Net Calls
-$449M
Net Calls Change
-$253M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.52B
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$917M
3
VAM
3
Veritas Asset Management
United Kingdom
$261M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$232M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$733M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.39B
2
Capital World Investors
2
Capital World Investors
California
$3.75B
3
LPU
3
Lansdowne Partners (UK)
United Kingdom
$205M
4
State Street
4
State Street
Massachusetts
$3.24B
5
Bank of America
5
Bank of America
North Carolina
$383M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$11.8B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.08B 52,189,805 +917,653 +2%
Capital World Investors
3
Capital World Investors
California
$3.75B 47,964,860 -8,665,000 -15%
State Street
4
State Street
Massachusetts
$3.24B 41,501,860 -3,813,682 -8%
BIT
5
BlackRock Institutional Trust
California
$1.83B 23,367,719 -88,073 -0.4%
DSA
6
Davis Selected Advisers
Arizona
$1.63B 20,841,207 -1,398,516 -6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.52B 19,488,056 +4,267,630 +28%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.45B 18,617,244 +715,848 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.39B 17,758,631 -13,964,815 -44%
Northern Trust
10
Northern Trust
Illinois
$1.06B 13,617,885 -487,294 -3%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$917M 11,736,352 +3,818,109 +48%
Fisher Asset Management
12
Fisher Asset Management
Washington
$888M 11,372,034 +107,224 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$878M 11,241,578 -604,285 -5%
BFA
14
BlackRock Fund Advisors
California
$756M 9,672,273 -573,702 -6%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$751M 9,609,182 -2,888,135 -23%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$733M 9,385,242 +2,480,793 +36%
Morgan Stanley
17
Morgan Stanley
New York
$700M 8,965,419 +1,458,799 +19%
Norges Bank
18
Norges Bank
Norway
$607M 7,765,674 -42,476 -0.5%
Wells Fargo
19
Wells Fargo
California
$597M 7,636,662 -1,093,529 -13%
JHIU
20
Janus Henderson Investors US
Colorado
$579M 7,413,817 +90,203 +1%
BG
21
BlackRock Group
United Kingdom
$578M 7,402,238 -381,958 -5%
FMI
22
Fiduciary Management Inc
Wisconsin
$546M 6,991,653 -72,268 -1%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$543M 6,959,269 +231,177 +3%
BA
24
BlackRock Advisors
Delaware
$421M 5,384,826 -2,247,130 -29%
Ameriprise
25
Ameriprise
Minnesota
$409M 5,240,780 +1,096,672 +26%
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