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American Express
AXP

Overview Fund Activity

1,536 hedge funds and large institutions have $59.2B invested in American Express in 2020 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 633 reducing their positions, and 245 closing their positions.

Holders
1,536
Holders Change
-137
Holders Change %
-8.19%
% of All Funds
33.93%
Holding in Top 10
32
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-39.62%
% of All Funds
0.71%
New
132
Increased
547
Reduced
633
Closed
245
Calls
$461M
Puts
$621M
Net Calls
-$160M
Net Calls Change
+$224M

Top Buyers

1
LP
1
Longview Partners
Guernsey
$810M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.1B
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$332M
4
Harris Associates
4
Harris Associates
Illinois
$176M
5
Morgan Stanley
5
Morgan Stanley
New York
$661M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.64B
2
FPP
2
Findlay Park Partners
United Kingdom
$0
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$172M
4
TP
4
Theleme Partners
United Kingdom
$0
5
Parnassus Investments
5
Parnassus Investments
California
$400M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$13B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.32B 50,429,585 +991,417 +2%
BlackRock
3
BlackRock
New York
$3.67B 42,892,168 -74,991 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.1B 36,189,848 +8,097,131 +29%
State Street
5
State Street
Massachusetts
$2.92B 34,098,219 -747,958 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.64B 19,133,661 -9,006,350 -32%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.2B 14,039,112 +278,155 +2%
Dodge & Cox
8
Dodge & Cox
California
$1.15B 13,448,063 -695,438 -5%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$917M 10,716,134 +964,546 +10%
LP
10
Longview Partners
Guernsey
$810M 9,465,339 +8,692,580 +1,125%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$786M 9,206,755 +103,336 +1%
Nuveen Asset Management
12
Nuveen Asset Management
Illinois
$786M 9,182,610 +1,212,685 +15%
Northern Trust
13
Northern Trust
Illinois
$773M 9,032,579 -116,366 -1%
Morgan Stanley
14
Morgan Stanley
New York
$661M 7,716,861 +1,559,432 +25%
ClearBridge Investments
15
ClearBridge Investments
New York
$620M 7,238,019 +468,502 +7%
Norges Bank
16
Norges Bank
Norway
$572M 6,677,454 -220,136 -3%
UBS AM
17
UBS AM
Illinois
$559M 6,534,574 +66,141 +1%
Bank of America
18
Bank of America
North Carolina
$541M 6,313,714 -920,180 -13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$539M 6,300,669 +94,393 +2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$524M 6,125,292 -409,076 -6%
Invesco
21
Invesco
Georgia
$482M 5,629,977 +340,438 +6%
DSA
22
Davis Selected Advisers
Arizona
$462M 5,396,526 -163,128 -3%
Goldman Sachs
23
Goldman Sachs
New York
$430M 5,026,888 +444,110 +10%
Artisan Partners
24
Artisan Partners
Wisconsin
$428M 4,998,773 +614,326 +14%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$423M 4,940,321 -472,201 -9%
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