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American Express
AXP

Overview Fund Activity

1,771 hedge funds and large institutions have $96.2B invested in American Express in 2021 Q1 according to their latest regulatory filings, with 180 funds opening new positions, 564 increasing their positions, 714 reducing their positions, and 105 closing their positions.

Holders
1,771
Holders Change
+57
Holders Change %
+3.33%
% of All Funds
31.19%
Holding in Top 10
45
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+15.38%
% of All Funds
0.79%
New
180
Increased
564
Reduced
714
Closed
105
Calls
$799M
Puts
$1.31B
Net Calls
-$514M
Net Calls Change
+$99M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.17B
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$452M
3
State Street
3
State Street
Massachusetts
$4.87B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$185M
5
CVA
5
Ceredex Value Advisors
Florida
$121M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
LP
2
Longview Partners
Guernsey
$903M
3
HMP
3
HS Management Partners
New York
$0
4
MC
4
Maverick Capital
Texas
$475K
5
DZ Bank
5
DZ Bank
Germany
$537M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$21.4B 151,610,700 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.73B 47,609,422 +617,573 +1%
BlackRock
3
BlackRock
New York
$6.55B 46,335,815 -112,856 -0.2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$5.77B 40,812,446 +70,940 +0.2%
State Street
5
State Street
Massachusetts
$4.87B 34,338,847 +1,535,714 +5%
Fisher Asset Management
6
Fisher Asset Management
Washington
$2.15B 15,184,174 +201,874 +1%
Dodge & Cox
7
Dodge & Cox
California
$1.93B 13,668,764 -676,901 -5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$1.83B 12,961,484 +296,189 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.73B 12,263,855 +711,910 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.33B 9,454,238 +194,116 +2%
Morgan Stanley
11
Morgan Stanley
New York
$1.31B 9,294,095 +553,665 +6%
Northern Trust
12
Northern Trust
Illinois
$1.18B 8,342,466 -192,732 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.17B 8,247,240 +7,228,193 +709%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$997M 7,049,909 +74,241 +1%
Invesco
15
Invesco
Georgia
$957M 6,766,687 +646,544 +11%
Norges Bank
16
Norges Bank
Norway
$911M 6,440,782 -311,565 -5%
LP
17
Longview Partners
Guernsey
$903M 6,385,155 -1,718,685 -21%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$846M 5,984,421 -48,032 -0.8%
Artisan Partners
19
Artisan Partners
Wisconsin
$828M 5,855,179 +504,547 +9%
Lazard Asset Management
20
Lazard Asset Management
New York
$814M 5,757,822 +698,321 +14%
Bank of America
21
Bank of America
North Carolina
$792M 5,598,440 -487,761 -8%
American Century Companies
22
American Century Companies
Missouri
$730M 5,157,793 -288,373 -5%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$721M 5,096,998 -42,778 -0.8%
DSA
24
Davis Selected Advisers
Arizona
$701M 4,955,587 -136,315 -3%
RCWMU
25
Rothschild & Co Wealth Management (UK)
United Kingdom
$680M 4,810,988 +168,808 +4%
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