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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $72.2B invested in American Express in 2017 Q4 according to their latest regulatory filings, with 195 funds opening new positions, 411 increasing their positions, 549 reducing their positions, and 55 closing their positions.

Holders
1,427
Holders Change
+131
Holders Change %
+10.11%
% of All Funds
32.41%
Holding in Top 10
47
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-20.34%
% of All Funds
1.07%
New
195
Increased
411
Reduced
549
Closed
55
Calls
$577M
Puts
$905M
Net Calls
-$329M
Net Calls Change
-$60.7M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$375M
2
UBS AM
2
UBS AM
Illinois
$527M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.92B
4
Millennium Management
4
Millennium Management
New York
$147M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$247M

Top Sellers

1
DSA
1
Davis Selected Advisers
Arizona
$774M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$1.5M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$312M
4
O
4
OppenheimerFunds
New York
$199M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.59M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$15.1B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.83B 48,642,902 -1,372,884 -3%
BlackRock
3
BlackRock
New York
$4.28B 43,090,501 +781,329 +2%
State Street
4
State Street
Massachusetts
$3.95B 39,785,454 +606,367 +2%
Dodge & Cox
5
Dodge & Cox
California
$2.62B 26,415,489 -461,475 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.92B 19,295,675 +1,726,318 +10%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.73B 17,383,558 -160,824 -0.9%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.5B 15,111,005 -853,672 -5%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$1.28B 12,851,346 -88,249 -0.7%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.18B 11,872,530 +325,140 +3%
VAM
11
Veritas Asset Management
United Kingdom
$1.09B 11,004,153 -35,000 -0.3%
Northern Trust
12
Northern Trust
Illinois
$1.01B 10,173,505 -116,326 -1%
Invesco
13
Invesco
Georgia
$893M 8,991,530 +623,471 +7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$854M 8,600,086 -656,736 -7%
Bank of America
15
Bank of America
North Carolina
$784M 7,893,194 -1,569,862 -17%
DSA
16
Davis Selected Advisers
Arizona
$774M 7,788,769 -3,115,766 -29%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$763M 7,700,608 +382,691 +5%
Norges Bank
18
Norges Bank
Norway
$720M 7,249,424 -564,632 -7%
Morgan Stanley
19
Morgan Stanley
New York
$641M 6,454,728 +45,372 +0.7%
ClearBridge Investments
20
ClearBridge Investments
New York
$562M 5,655,948 +209,808 +4%
UBS AM
21
UBS AM
Illinois
$527M 5,305,396 +1,968,718 +59%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$525M 5,288,439 -95,728 -2%
Artisan Partners
23
Artisan Partners
Wisconsin
$475M 4,786,588 -232,253 -5%
American Century Companies
24
American Century Companies
Missouri
$467M 4,700,281 +667,645 +17%
FPP
25
Findlay Park Partners
United Kingdom
$437M 4,397,704 – –
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