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American Express
AXP

Overview Fund Activity

1,581 hedge funds and large institutions have $77.5B invested in American Express in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 519 increasing their positions, 606 reducing their positions, and 77 closing their positions.

Holders
1,581
Holders Change
+59
Holders Change %
+3.88%
% of All Funds
34.27%
Holding in Top 10
53
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-8.62%
% of All Funds
1.15%
New
156
Increased
519
Reduced
606
Closed
77
Calls
$483M
Puts
$735M
Net Calls
-$252M
Net Calls Change
+$23.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.87B
2
ECU
2
Egerton Capital (UK)
United Kingdom
$1.02B
3
Bessemer Group
3
Bessemer Group
New Jersey
$123M
4
TP
4
Theleme Partners
United Kingdom
$114M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$683M

Top Sellers

1
TAM
1
Todd Asset Management
Kentucky
$26.3M
2
Dodge & Cox
2
Dodge & Cox
California
$2.58B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.24B
4
BlackRock
4
BlackRock
New York
$4.79B
5
TP
5
Third Point
New York
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$16.6B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.64B 51,632,739 +809,446 +2%
BlackRock
3
BlackRock
New York
$4.79B 43,868,656 -1,608,832 -4%
State Street
4
State Street
Massachusetts
$3.96B 36,247,611 -23,232 -0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.87B 26,274,516 +1,690,676 +7%
Dodge & Cox
6
Dodge & Cox
California
$2.58B 23,576,924 -2,270,054 -9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.98B 18,091,683 -694,126 -4%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.24B 11,365,400 -2,140,542 -16%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.21B 11,028,367 -537,240 -5%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.2B 10,971,608 +290,056 +3%
Northern Trust
11
Northern Trust
Illinois
$1.04B 9,510,193 -195,437 -2%
ECU
12
Egerton Capital (UK)
United Kingdom
$1.02B 9,368,737 +1,452,890 +18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$947M 8,681,448 +195,327 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$794M 7,268,659 -72,852 -1%
Norges Bank
15
Norges Bank
Norway
$758M 6,932,215 +178,582 +3%
Parnassus Investments
16
Parnassus Investments
California
$746M 6,829,551 -471,745 -6%
Bank of America
17
Bank of America
North Carolina
$719M 6,582,089 -215,164 -3%
VAM
18
Veritas Asset Management
United Kingdom
$716M 6,551,519 +29,563 +0.5%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$705M 6,452,058 -1,168,809 -15%
DSA
20
Davis Selected Advisers
Arizona
$690M 6,311,785 -205,210 -3%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$683M 6,251,760 +966,544 +18%
UBS AM
22
UBS AM
Illinois
$640M 5,852,723 -166,781 -3%
ClearBridge Investments
23
ClearBridge Investments
New York
$624M 5,711,576 +92,548 +2%
Invesco
24
Invesco
Georgia
$589M 5,386,968 -1,366,579 -20%
Morgan Stanley
25
Morgan Stanley
New York
$494M 4,522,056 -1,264,672 -22%
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