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American Express
AXP

Overview Fund Activity

1,522 hedge funds and large institutions have $68.3B invested in American Express in 2018 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 464 increasing their positions, 566 reducing their positions, and 100 closing their positions.

Holders
1,522
Holders Change
+73
Holders Change %
+5.04%
% of All Funds
33.97%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
1.29%
New
185
Increased
464
Reduced
566
Closed
100
Calls
$462M
Puts
$738M
Net Calls
-$276M
Net Calls Change
+$17.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.34B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$755M
3
CAM
3
Close Asset Management
United Kingdom
$131M
4
SC
4
Samlyn Capital
New York
$123M
5
Citadel Advisors
5
Citadel Advisors
Florida
$146M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.29B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.79B
3
TP
3
Third Point
New York
$276M
4
FPP
4
Findlay Park Partners
United Kingdom
$257M
5
FPA
5
First Pacific Advisors
California
$543K
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$14.5B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.84B 50,823,293 +950,873 +2%
BlackRock
3
BlackRock
New York
$4.33B 45,477,488 +300,504 +0.7%
State Street
4
State Street
Massachusetts
$3.46B 36,270,843 -1,125,845 -3%
Dodge & Cox
5
Dodge & Cox
California
$2.46B 25,846,978 -205,655 -0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.34B 24,583,840 +8,136,470 +49%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.79B 18,785,809 -2,218,062 -11%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.29B 13,505,942 -2,598,938 -16%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1B 11,565,607 -1,218,096 -10%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.02B 10,681,552 +323,809 +3%
Northern Trust
11
Northern Trust
Illinois
$925M 9,705,630 +180,361 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$807M 8,486,121 +459,983 +6%
ECU
13
Egerton Capital (UK)
United Kingdom
$755M 7,915,847 +7,915,847 New
First Eagle Investment Management
14
First Eagle Investment Management
New York
$726M 7,620,867 -337,816 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$700M 7,341,511 +149,009 +2%
Parnassus Investments
16
Parnassus Investments
California
$696M 7,301,296 -95,615 -1%
Bank of America
17
Bank of America
North Carolina
$648M 6,797,253 -183,119 -3%
Norges Bank
18
Norges Bank
Norway
$644M 6,753,633 -99,000 -1%
Invesco
19
Invesco
Georgia
$644M 6,753,547 -1,010,331 -13%
VAM
20
Veritas Asset Management
United Kingdom
$622M 6,521,956 -33,397 -0.5%
DSA
21
Davis Selected Advisers
Arizona
$621M 6,516,995 -242,185 -4%
UBS AM
22
UBS AM
Illinois
$574M 6,019,504 +174,612 +3%
Morgan Stanley
23
Morgan Stanley
New York
$552M 5,786,728 -606,965 -9%
ClearBridge Investments
24
ClearBridge Investments
New York
$536M 5,619,028 +105,190 +2%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$504M 5,285,216 +471,698 +10%
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