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American Express
AXP

Overview Fund Activity

1,277 hedge funds and large institutions have $60.1B invested in American Express in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 435 increasing their positions, 558 reducing their positions, and 79 closing their positions.

Holders
1,277
Holders Change
-14
Holders Change %
-1.08%
% of All Funds
35.69%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.34%
New
75
Increased
435
Reduced
558
Closed
79
Calls
$1.43B
Puts
$1.2B
Net Calls
+$224M
Net Calls Change
+$693M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$517M
2
Dodge & Cox
2
Dodge & Cox
California
$356M
3
IC
3
Institutional Capital
Illinois
$360M
4
TCI Fund Management
4
TCI Fund Management
United Kingdom
$299M
5
Harris Associates
5
Harris Associates
Illinois
$434M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$2.39B
2
Grantham, Mayo, Van Otterloo & Co (GMO)
2
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.54M
3
DSA
3
Davis Selected Advisers
Arizona
$1.3B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$340M
5
SGA
5
Sustainable Growth Advisers
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$11.2B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.53B 47,588,263 -407,470 -0.8%
State Street
3
State Street
Massachusetts
$2.86B 38,550,153 -988,769 -3%
Capital World Investors
4
Capital World Investors
California
$2.39B 32,296,124 -10,508,698 -25%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.81B 24,378,130 +2,171,768 +10%
BIT
6
BlackRock Institutional Trust
California
$1.62B 21,797,763 -488,465 -2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B 18,388,978 -442,023 -2%
DSA
8
Davis Selected Advisers
Arizona
$1.3B 17,519,908 -3,125,106 -15%
Northern Trust
9
Northern Trust
Illinois
$969M 13,076,217 -684,410 -5%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$947M 12,779,493 +802,502 +7%
Fisher Asset Management
11
Fisher Asset Management
Washington
$858M 11,580,345 -1,748 -0%
VH
12
ValueAct Holdings
California
$838M 11,300,000 +200,000 +2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$812M 10,960,188 +1,500,602 +16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$753M 10,158,223 -313,603 -3%
Morgan Stanley
15
Morgan Stanley
New York
$745M 10,055,529 +254,016 +3%
BFA
16
BlackRock Fund Advisors
California
$701M 9,455,346 -9,696 -0.1%
JHIU
17
Janus Henderson Investors US
Colorado
$660M 8,900,055 -72,420 -0.8%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$642M 8,658,390 -1,880,034 -18%
Norges Bank
19
Norges Bank
Norway
$600M 8,096,244 +115,371 +1%
Ameriprise
20
Ameriprise
Minnesota
$591M 7,976,951 -491,782 -6%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$521M 7,040,278 -11,256 -0.2%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$517M 6,975,634 +6,970,439 +134,176%
Bank of America
23
Bank of America
North Carolina
$506M 6,827,393 +2,485,179 +57%
FMI
24
Fiduciary Management Inc
Wisconsin
$499M 6,727,007 -69,911 -1%
BG
25
BlackRock Group
United Kingdom
$472M 6,368,849 -54,950 -0.9%
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