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American Express
AXP

Overview Fund Activity

1,427 hedge funds and large institutions have $71B invested in American Express in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 456 increasing their positions, 577 reducing their positions, and 83 closing their positions.

Holders
1,427
Holders Change
-13
Holders Change %
-0.9%
% of All Funds
32.71%
Holding in Top 10
47
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.3%
% of All Funds
1.08%
New
78
Increased
456
Reduced
577
Closed
83
Calls
$495M
Puts
$842M
Net Calls
-$347M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$939M
2
TCIM
2
TIAA CREF Investment Management
New York
$374M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$128M
4
AAMU
4
Amundi Asset Management US
Massachusetts
$190M
5
Millennium Management
5
Millennium Management
New York
$228M

Top Sellers

1
VAM
1
Veritas Asset Management
United Kingdom
$1.03B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$1.42M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32B
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$265M
5
EVM
5
Eaton Vance Management
Massachusetts
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$14.9B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.85B 49,508,138 +571,696 +1%
BlackRock
3
BlackRock
New York
$4.32B 44,131,020 +626,323 +1%
State Street
4
State Street
Massachusetts
$3.61B 36,875,328 -817,425 -2%
Dodge & Cox
5
Dodge & Cox
California
$2.56B 26,162,537 -34,525 -0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.98B 20,183,827 +826,973 +4%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$1.66B 16,909,124 -260,418 -2%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.32B 13,421,860 -1,321,896 -9%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$1.19B 12,189,788 -676,454 -5%
VAM
10
Veritas Asset Management
United Kingdom
$1.03B 10,471,785 -1,525,168 -13%
Fisher Asset Management
11
Fisher Asset Management
Washington
$991M 10,110,872 +360,596 +4%
Northern Trust
12
Northern Trust
Illinois
$952M 9,711,449 -140,046 -1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$939M 9,585,669 +8,689,714 +970%
Invesco
14
Invesco
Georgia
$786M 8,019,722 -952,411 -11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$773M 7,906,912 -287,538 -4%
Parnassus Investments
16
Parnassus Investments
California
$725M 7,393,691 -332,272 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$718M 7,324,535 -79,110 -1%
DSA
18
Davis Selected Advisers
Arizona
$712M 7,264,740 -278,845 -4%
Bank of America
19
Bank of America
North Carolina
$707M 7,216,781 -509,220 -7%
Norges Bank
20
Norges Bank
Norway
$634M 6,467,743 -134,346 -2%
ClearBridge Investments
21
ClearBridge Investments
New York
$544M 5,548,882 -61,145 -1%
American Century Companies
22
American Century Companies
Missouri
$541M 5,522,458 +282,496 +5%
UBS AM
23
UBS AM
Illinois
$519M 5,299,715 +469,744 +10%
Morgan Stanley
24
Morgan Stanley
New York
$519M 5,294,859 -792,917 -13%
Artisan Partners
25
Artisan Partners
Wisconsin
$486M 4,957,635 -6,472 -0.1%
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