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American Express
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Overview Fund Activity

1,673 hedge funds and large institutions have $85.7B invested in American Express in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 533 increasing their positions, 623 reducing their positions, and 83 closing their positions.

Holders
1,673
Holders Change
+95
Holders Change %
+6.02%
% of All Funds
33.04%
Holding in Top 10
53
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.64%
% of All Funds
1.05%
New
202
Increased
533
Reduced
623
Closed
83
Calls
$623M
Puts
$1.01B
Net Calls
-$384M
Net Calls Change
-$81.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$545M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$674M
4
MGIM
4
M&G Investment Management
United Kingdom
$161M
5
ClearBridge Investments
5
ClearBridge Investments
New York
$852M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$473M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$29.8M
3
BlackRock
3
BlackRock
New York
$5.35B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$2.7M
5
PP
5
Prudential plc
United Kingdom
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$18.9B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.15B 49,438,168 -249,058 -0.5%
BlackRock
3
BlackRock
New York
$5.35B 42,967,159 -2,586,295 -6%
State Street
4
State Street
Massachusetts
$4.34B 34,846,177 -747,276 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.5B 28,140,011 -1,067,109 -4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$3.5B 28,092,717 +2,953,739 +12%
Dodge & Cox
7
Dodge & Cox
California
$1.76B 14,143,501 -395,897 -3%
Fisher Asset Management
8
Fisher Asset Management
Washington
$1.71B 13,760,957 +155,545 +1%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$1.21B 9,751,588 -276,437 -3%
Northern Trust
10
Northern Trust
Illinois
$1.14B 9,148,945 -66,488 -0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.13B 9,103,419 +72,529 +0.8%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$992M 7,969,925 +149,491 +2%
Bank of America
13
Bank of America
North Carolina
$901M 7,233,894 +63,508 +0.9%
Norges Bank
14
Norges Bank
Norway
$859M 6,897,590 +250,870 +4%
ClearBridge Investments
15
ClearBridge Investments
New York
$852M 6,769,517 +853,059 +14%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$813M 6,534,368 +603,593 +10%
UBS AM
17
UBS AM
Illinois
$805M 6,468,433 -32,831 -0.5%
Parnassus Investments
18
Parnassus Investments
California
$792M 6,361,131 +167,174 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$773M 6,206,276 -610,525 -9%
Morgan Stanley
20
Morgan Stanley
New York
$767M 6,157,429 +62,349 +1%
DSA
21
Davis Selected Advisers
Arizona
$692M 5,559,654 -297,252 -5%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$674M 5,412,522 +1,564,294 +41%
Invesco
23
Invesco
Georgia
$658M 5,289,539 -19,698 -0.4%
Goldman Sachs
24
Goldman Sachs
New York
$571M 4,582,778 +491,544 +12%
Artisan Partners
25
Artisan Partners
Wisconsin
$546M 4,384,447 +198,462 +5%
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