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American Express
AXP

Overview Fund Activity

1,181 hedge funds and large institutions have $48.6B invested in American Express in 2016 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 392 increasing their positions, 501 reducing their positions, and 57 closing their positions.

Holders
1,181
Holders Change
–
Holders Change %
0%
% of All Funds
31.56%
Holding in Top 10
30
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+11.11%
% of All Funds
0.8%
New
73
Increased
392
Reduced
501
Closed
57
Calls
$899M
Puts
$988M
Net Calls
-$89.2M
Net Calls Change
-$89.7M

Top Buyers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$286M
2
TPI
2
Tesco Pension Investment
United Kingdom
$142M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$154M
4
BGC
4
Beutel, Goodman & Co
Ontario, Canada
$101M
5
O
5
OppenheimerFunds
New York
$104M

Top Sellers

1
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$59.1M
2
JHIU
2
Janus Henderson Investors US
Colorado
$141M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.13B
4
Goldman Sachs
4
Goldman Sachs
New York
$419M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$149M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$9.71B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.08B 48,072,223 +119,416 +0.2%
State Street
3
State Street
Massachusetts
$2.29B 35,773,658 -328,708 -0.9%
Dodge & Cox
4
Dodge & Cox
California
$1.87B 29,219,762 +971,125 +3%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$1.33B 20,715,551 -1,084,781 -5%
BIT
6
BlackRock Institutional Trust
California
$1.3B 20,333,772 -319,927 -2%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.13B 17,631,574 -2,350,155 -12%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$1.03B 16,133,151 -1,319,431 -8%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$1.01B 15,831,610 +97,706 +0.6%
DSA
10
Davis Selected Advisers
Arizona
$823M 12,849,137 -742,733 -5%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$776M 12,111,280 -347,293 -3%
Invesco
12
Invesco
Georgia
$694M 10,835,759 +205,136 +2%
Fisher Asset Management
13
Fisher Asset Management
Washington
$675M 10,532,878 -1,201,264 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$670M 10,465,379 -182,525 -2%
Northern Trust
15
Northern Trust
Illinois
$656M 10,250,731 -1,251,735 -11%
BFA
16
BlackRock Fund Advisors
California
$612M 9,562,929 +261,457 +3%
VAM
17
Veritas Asset Management
United Kingdom
$520M 8,117,249 +457,598 +6%
Norges Bank
18
Norges Bank
Norway
$469M 7,669,064 +86,209 +1%
Morgan Stanley
19
Morgan Stanley
New York
$466M 7,273,531 +350,719 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$453M 7,076,210 +502,111 +8%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$442M 6,910,780 +40,582 +0.6%
Bank of America
22
Bank of America
North Carolina
$424M 6,628,657 +1,031,075 +18%
Goldman Sachs
23
Goldman Sachs
New York
$419M 6,547,689 -1,858,146 -22%
BG
24
BlackRock Group
United Kingdom
$391M 6,103,863 -7,090 -0.1%
FPA
25
First Pacific Advisors
California
$377M 5,884,304 -158,060 -3%
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