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American Express
AXP

Overview Fund Activity

1,291 hedge funds and large institutions have $63.3B invested in American Express in 2015 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 473 increasing their positions, 512 reducing their positions, and 101 closing their positions.

Holders
1,291
Holders Change
-24
Holders Change %
-1.83%
% of All Funds
34.82%
Holding in Top 10
43
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.52%
% of All Funds
1.16%
New
92
Increased
473
Reduced
512
Closed
101
Calls
$790M
Puts
$1.26B
Net Calls
-$470M
Net Calls Change
-$20.9M

Top Buyers

1
VH
1
ValueAct Holdings
California
$863M
2
Ameriprise
2
Ameriprise
Minnesota
$658M
3
Harris Associates
3
Harris Associates
Illinois
$247M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$366M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.73B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$587M
2
Capital World Investors
2
Capital World Investors
California
$3.33B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.73B
4
Wells Fargo
4
Wells Fargo
California
$301M
5
Viking Global Investors
5
Viking Global Investors
Connecticut
$0
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
$3.73B 47,995,733 -4,194,072 -8%
Capital World Investors
3
Capital World Investors
California
$3.33B 42,804,822 -5,160,038 -11%
State Street
4
State Street
Massachusetts
$3.07B 39,538,922 -1,962,938 -5%
BIT
5
BlackRock Institutional Trust
California
$1.73B 22,286,228 -1,081,491 -5%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.73B 22,206,362 +2,718,306 +14%
DSA
7
Davis Selected Advisers
Arizona
$1.6B 20,645,014 -196,193 -0.9%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B 18,831,001 +213,757 +1%
Northern Trust
9
Northern Trust
Illinois
$1.07B 13,760,627 +142,742 +1%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$931M 11,976,991 +240,639 +2%
Fisher Asset Management
11
Fisher Asset Management
Washington
$900M 11,582,093 +210,059 +2%
VH
12
ValueAct Holdings
California
$863M 11,100,000 +11,100,000 New
Neuberger Berman Group
13
Neuberger Berman Group
New York
$819M 10,538,424 +1,153,182 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$814M 10,471,826 -769,752 -7%
Morgan Stanley
15
Morgan Stanley
New York
$762M 9,801,513 +836,094 +9%
BFA
16
BlackRock Fund Advisors
California
$736M 9,465,042 -207,231 -2%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$735M 9,459,586 -149,596 -2%
JHIU
18
Janus Henderson Investors US
Colorado
$697M 8,972,475 +1,558,658 +21%
Ameriprise
19
Ameriprise
Minnesota
$658M 8,468,733 +3,227,953 +62%
Norges Bank
20
Norges Bank
Norway
$620M 7,980,873 +215,199 +3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$587M 7,548,525 -10,210,106 -57%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$547M 7,051,534 +92,265 +1%
FMI
23
Fiduciary Management Inc
Wisconsin
$528M 6,796,918 -194,735 -3%
BG
24
BlackRock Group
United Kingdom
$499M 6,423,799 -978,439 -13%
Invesco
25
Invesco
Georgia
$440M 5,659,376 +2,245,890 +66%
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