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American Express
AXP

Overview Fund Activity

1,271 hedge funds and large institutions have $55.8B invested in American Express in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 370 increasing their positions, 579 reducing their positions, and 108 closing their positions.

Holders
1,271
Holders Change
-6
Holders Change %
-0.47%
% of All Funds
33.38%
Holding in Top 10
38
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-20.83%
% of All Funds
1%
New
118
Increased
370
Reduced
579
Closed
108
Calls
$1.43B
Puts
$1.44B
Net Calls
-$15.9M
Net Calls Change
-$240M

Top Buyers

1
Dodge & Cox
1
Dodge & Cox
California
$1.19B
2
Capital International Investors
2
Capital International Investors
California
$485M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.2B
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$841M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$240M

Top Sellers

1
VH
1
ValueAct Holdings
California
$0
2
Capital World Investors
2
Capital World Investors
California
$1.42B
3
DSA
3
Davis Selected Advisers
Arizona
$1.06B
4
Morgan Stanley
4
Morgan Stanley
New York
$569M
5
PI
5
Putnam Investments
Massachusetts
$36.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$10.5B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.27B 47,007,079 -581,184 -1%
State Street
3
State Street
Massachusetts
$2.74B 39,410,758 +860,605 +2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.68B 24,180,046 -198,084 -0.8%
BIT
5
BlackRock Institutional Trust
California
$1.5B 21,618,038 -179,725 -0.8%
Capital World Investors
6
Capital World Investors
California
$1.42B 20,456,086 -11,840,038 -37%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B 18,321,535 -67,443 -0.4%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.2B 17,319,754 +6,359,566 +58%
Dodge & Cox
9
Dodge & Cox
California
$1.19B 17,137,288 +12,335,082 +257%
DSA
10
Davis Selected Advisers
Arizona
$1.06B 15,284,520 -2,235,388 -13%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$884M 12,717,303 -62,190 -0.5%
Northern Trust
12
Northern Trust
Illinois
$855M 12,296,470 -779,747 -6%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$841M 12,088,443 +5,112,809 +73%
Fisher Asset Management
14
Fisher Asset Management
Washington
$816M 11,728,523 +148,178 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$749M 10,770,319 +612,096 +6%
BFA
16
BlackRock Fund Advisors
California
$680M 9,775,196 +319,850 +3%
Morgan Stanley
17
Morgan Stanley
New York
$569M 8,187,859 -1,867,670 -19%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$539M 7,746,070 -912,320 -11%
JHIU
19
Janus Henderson Investors US
Colorado
$527M 7,583,745 -1,316,310 -15%
Norges Bank
20
Norges Bank
Norway
$526M 7,558,776 -537,468 -7%
VAM
21
Veritas Asset Management
United Kingdom
$489M 7,033,097 +745,397 +12%
Capital International Investors
22
Capital International Investors
California
$485M 6,975,000 +6,364,259 +1,042%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$481M 6,936,704 -103,574 -1%
Ameriprise
24
Ameriprise
Minnesota
$452M 6,501,370 -1,475,581 -18%
Harris Associates
25
Harris Associates
Illinois
$450M 6,472,713 +617,445 +11%
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