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American Express
AXP

Overview Fund Activity

1,197 hedge funds and large institutions have $48.3B invested in American Express in 2016 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 447 increasing their positions, 490 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
-74
Holders Change %
-5.82%
% of All Funds
31.95%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.85%
New
94
Increased
447
Reduced
490
Closed
154
Calls
$760M
Puts
$894M
Net Calls
-$133M
Net Calls Change
-$117M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.51B
2
Dodge & Cox
Dodge & Cox
California
$1.62B
3
Goldman Sachs
Goldman Sachs
New York
$524M
4
Invesco
Invesco
Georgia
$627M
5
Franklin Resources
Franklin Resources
California
$328M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$0
2
Harris Associates
Harris Associates
Illinois
$4.86M
3
Capital International Investors
Capital International Investors
California
$88.3M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$771M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$9.31B – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.91B +$27.1M +441,444 +0.9%
State Street
3
State Street
Massachusetts
$2.32B -$96.5M -1,572,036 -4%
Dodge & Cox
4
Dodge & Cox
California
$1.62B +$566M +9,222,970 +54%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.51B +$770M +12,544,274 +104%
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$1.37B -$119M -1,939,113 -8%
BIT
7
BlackRock Institutional Trust
California
$1.31B -$13.6M -221,400 -1%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B +$147M +2,388,107 +13%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$955M +$175M +2,843,320 +22%
DSA
10
Davis Selected Advisers
Arizona
$870M -$68.6M -1,117,334 -7%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$771M -$292M -4,758,345 -27%
Fisher Asset Management
12
Fisher Asset Management
Washington
$735M +$6.25M +100,569 +0.9%
Northern Trust
13
Northern Trust
Illinois
$731M -$26.9M -435,961 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$684M +$22.3M +362,447 +3%
Invesco
15
Invesco
Georgia
$627M +$249M +4,052,315 +66%
BFA
16
BlackRock Fund Advisors
California
$567M -$32.9M -535,183 -5%
Goldman Sachs
17
Goldman Sachs
New York
$524M +$342M +5,563,802 +187%
Norges Bank
18
Norges Bank
Norway
$442M -$21.8M -354,677 -5%
VAM
19
Veritas Asset Management
United Kingdom
$428M -$3.67M -59,700 -0.8%
Morgan Stanley
20
Morgan Stanley
New York
$425M -$77.4M -1,261,372 -15%
JHIU
21
Janus Henderson Investors US
Colorado
$424M -$41.5M -675,949 -9%
BG
22
BlackRock Group
United Kingdom
$389M +$2.49M +40,575 +0.6%
Bank of America
23
Bank of America
North Carolina
$361M -$10.5M -171,796 -3%
FMI
24
Fiduciary Management Inc
Wisconsin
$361M -$33.7M -548,778 -9%
FPA
25
First Pacific Advisors
California
$348M +$163M +2,648,738 +88%
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