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American Express
AXP

Overview Fund Activity

1,440 hedge funds and large institutions have $67.5B invested in American Express in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 459 increasing their positions, 592 reducing their positions, and 83 closing their positions.

Holders
1,440
Holders Change
+13
Holders Change %
+0.91%
% of All Funds
33.05%
Holding in Top 10
43
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.51%
% of All Funds
0.99%
New
107
Increased
459
Reduced
592
Closed
83
Calls
$469M
Puts
$671M
Net Calls
-$202M
Net Calls Change
+$127M

Top Buyers

1
Parnassus Investments
1
Parnassus Investments
California
$721M
2
Boston Partners
2
Boston Partners
Massachusetts
$448M
3
EVM
3
Eaton Vance Management
Massachusetts
$242M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$133M
5
VAM
5
Veritas Asset Management
United Kingdom
$1.12B

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$910M
2
State Street
2
State Street
Massachusetts
$3.52B
3
O
3
OppenheimerFunds
New York
$4.58M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$83.3M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$165M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$14.1B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.56B 48,936,442 +293,540 +0.6%
BlackRock
3
BlackRock
New York
$4.06B 43,504,697 +414,196 +1%
State Street
4
State Street
Massachusetts
$3.52B 37,692,753 -2,092,701 -5%
Dodge & Cox
5
Dodge & Cox
California
$2.44B 26,197,062 -218,427 -0.8%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.81B 19,356,854 +61,179 +0.3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.6B 17,169,542 -214,016 -1%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.38B 14,743,756 -367,249 -2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$1.2B 12,866,242 +14,896 +0.1%
VAM
10
Veritas Asset Management
United Kingdom
$1.12B 11,996,953 +992,800 +9%
Northern Trust
11
Northern Trust
Illinois
$919M 9,851,495 -322,010 -3%
Fisher Asset Management
12
Fisher Asset Management
Washington
$910M 9,750,276 -2,122,254 -18%
Invesco
13
Invesco
Georgia
$837M 8,972,133 -19,397 -0.2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$763M 8,194,450 +493,842 +6%
Bank of America
15
Bank of America
North Carolina
$721M 7,726,001 -167,193 -2%
Parnassus Investments
16
Parnassus Investments
California
$721M 7,725,963 +5,525,963 +251%
DSA
17
Davis Selected Advisers
Arizona
$704M 7,543,585 -245,184 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$691M 7,403,645 -1,196,441 -14%
Norges Bank
19
Norges Bank
Norway
$616M 6,602,089 -647,335 -9%
Morgan Stanley
20
Morgan Stanley
New York
$568M 6,087,776 -366,952 -6%
ClearBridge Investments
21
ClearBridge Investments
New York
$523M 5,610,027 -45,921 -0.8%
American Century Companies
22
American Century Companies
Missouri
$489M 5,239,962 +539,681 +11%
Artisan Partners
23
Artisan Partners
Wisconsin
$463M 4,964,107 +177,519 +4%
UBS AM
24
UBS AM
Illinois
$451M 4,829,971 -475,425 -9%
Boston Partners
25
Boston Partners
Massachusetts
$448M 4,807,964 +3,930,338 +448%
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