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American Express
AXP

Overview Fund Activity

1,714 hedge funds and large institutions have $82.6B invested in American Express in 2020 Q4 according to their latest regulatory filings, with 252 funds opening new positions, 545 increasing their positions, 667 reducing their positions, and 74 closing their positions.

Holders
1,714
Holders Change
+158
Holders Change %
+10.15%
% of All Funds
30.41%
Holding in Top 10
39
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+11.43%
% of All Funds
0.69%
New
252
Increased
545
Reduced
667
Closed
74
Calls
$1.07B
Puts
$1.69B
Net Calls
-$613M
Net Calls Change
-$141M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$4.93B
2
Invesco
2
Invesco
Georgia
$740M
3
SGA
3
Sustainable Growth Advisers
Connecticut
$192M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.53B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$232M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$632M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$158M
3
Dodge & Cox
3
Dodge & Cox
California
$1.73B
4
LP
4
Longview Partners
Guernsey
$980M
5
UBS AM
5
UBS AM
Illinois
$397M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$18.3B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.68B 46,991,849 -576,179 -1%
BlackRock
3
BlackRock
New York
$5.62B 46,448,671 +94,624 +0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$4.93B 40,741,506 +3,799,107 +10%
State Street
5
State Street
Massachusetts
$3.97B 32,803,133 -279,821 -0.8%
Fisher Asset Management
6
Fisher Asset Management
Washington
$1.81B 14,982,300 +377,871 +3%
Dodge & Cox
7
Dodge & Cox
California
$1.73B 14,345,665 -2,006,980 -12%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.53B 12,665,295 +1,476,507 +13%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.4B 11,551,945 +1,202,624 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.12B 9,260,122 +87,360 +1%
Morgan Stanley
11
Morgan Stanley
New York
$1.06B 8,740,430 +77,624 +0.9%
Northern Trust
12
Northern Trust
Illinois
$1.03B 8,535,198 -274,637 -3%
LP
13
Longview Partners
Guernsey
$980M 8,103,840 -1,784,153 -18%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$843M 6,975,668 -396,601 -5%
Norges Bank
15
Norges Bank
Norway
$816M 6,752,347 -282,222 -4%
Invesco
16
Invesco
Georgia
$740M 6,120,143 +2,065,036 +51%
Bank of America
17
Bank of America
North Carolina
$736M 6,086,201 -1,021,622 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$729M 6,032,453 -294,102 -5%
American Century Companies
19
American Century Companies
Missouri
$658M 5,446,166 +182,820 +3%
Artisan Partners
20
Artisan Partners
Wisconsin
$647M 5,350,632 +41,549 +0.8%
Viking Global Investors
21
Viking Global Investors
Connecticut
$632M 5,224,231 -5,624,070 -52%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$621M 5,139,776 +823,537 +19%
DSA
23
Davis Selected Advisers
Arizona
$616M 5,091,902 -203,104 -4%
Lazard Asset Management
24
Lazard Asset Management
New York
$612M 5,059,501 +1,018,919 +25%
DZ Bank
25
DZ Bank
Germany
$573M 4,793,508 +602,044 +14%
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