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American Express
AXP

Overview Fund Activity

1,556 hedge funds and large institutions have $68.7B invested in American Express in 2020 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 484 increasing their positions, 647 reducing their positions, and 109 closing their positions.

Holders
1,556
Holders Change
-17
Holders Change %
-1.08%
% of All Funds
31.48%
Holding in Top 10
35
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.06%
% of All Funds
0.71%
New
106
Increased
484
Reduced
647
Closed
109
Calls
$911M
Puts
$1.38B
Net Calls
-$472M
Net Calls Change
-$55M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.7B
2
Lazard Asset Management
2
Lazard Asset Management
New York
$405M
3
Franklin Resources
3
Franklin Resources
California
$349M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$433M
5
Ameriprise
5
Ameriprise
Minnesota
$263M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$168M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$188M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.01B
4
Goldman Sachs
4
Goldman Sachs
New York
$309M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.77B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$15.2B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.77B 47,568,028 -1,082,836 -2%
BlackRock
3
BlackRock
New York
$4.65B 46,354,047 +816,309 +2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.7B 36,942,399 +6,911,910 +23%
State Street
5
State Street
Massachusetts
$3.32B 33,082,954 -944,287 -3%
Dodge & Cox
6
Dodge & Cox
California
$1.64B 16,352,645 -160,356 -1%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.46B 14,604,429 -3,833 -0%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.12B 11,188,788 +584,604 +6%
Viking Global Investors
9
Viking Global Investors
Connecticut
$1.09B 10,848,301 +350,803 +3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.01B 10,349,321 -2,294,479 -18%
LP
11
Longview Partners
Guernsey
$991M 9,887,993 +616,116 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$917M 9,172,762 -105,757 -1%
Northern Trust
13
Northern Trust
Illinois
$883M 8,809,835 -71,465 -0.8%
Morgan Stanley
14
Morgan Stanley
New York
$868M 8,662,806 +148,905 +2%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$739M 7,372,269 -360,929 -5%
Bank of America
16
Bank of America
North Carolina
$713M 7,107,823 +28,309 +0.4%
Norges Bank
17
Norges Bank
Norway
$705M 7,034,569 -300,487 -4%
ClearBridge Investments
18
ClearBridge Investments
New York
$690M 6,879,693 -242,798 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$634M 6,326,555 +261,161 +4%
Artisan Partners
20
Artisan Partners
Wisconsin
$532M 5,309,083 +511,555 +11%
DSA
21
Davis Selected Advisers
Arizona
$531M 5,295,006 -194,620 -4%
American Century Companies
22
American Century Companies
Missouri
$528M 5,263,346 +373,418 +8%
Deutsche Bank
23
Deutsche Bank
Germany
$470M 4,689,107 -132,346 -3%
RCWMU
24
Rothschild & Co Wealth Management (UK)
United Kingdom
$463M 4,613,703 -355,242 -7%
UBS AM
25
UBS AM
Illinois
$445M 4,441,248 +110,170 +3%
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