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American Express
AXP

Overview Fund Activity

1,836 hedge funds and large institutions have $157B invested in American Express in 2021 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 612 increasing their positions, 687 reducing their positions, and 73 closing their positions.

Holders
1,836
Holders Change
+65
Holders Change %
+3.67%
% of All Funds
32.05%
Holding in Top 10
58
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.89%
% of All Funds
1.01%
New
155
Increased
612
Reduced
687
Closed
73
Calls
$877M
Puts
$1.51B
Net Calls
-$632M
Net Calls Change
-$118M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.95B
2
BlackRock
2
BlackRock
New York
$8.05B
3
Amundi
3
Amundi
France
$232M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$1.12B
5
Holocene Advisors
5
Holocene Advisors
New York
$148M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.08B
2
BGC
2
Beutel, Goodman & Co
Ontario, Canada
$169M
3
Dodge & Cox
3
Dodge & Cox
California
$2.09B
4
Bank of America
4
Bank of America
North Carolina
$801M
5
BCF
5
BLS Capital Fondsmaeglerselskab
Denmark
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
– – -314,972 Closed
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.1B 151,610,700 – –
BlackRock
3
BlackRock
New York
$8.05B 48,691,683 +2,355,868 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.92B 47,924,310 +314,888 +0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$6.08B 36,806,441 -4,006,005 -10%
State Street
6
State Street
Massachusetts
$5.72B 34,594,740 +255,893 +0.7%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.54B 15,370,083 +185,909 +1%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.11B 12,779,907 -181,577 -1%
Dodge & Cox
9
Dodge & Cox
California
$2.09B 12,662,934 -1,005,830 -7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$2.04B 12,372,056 +108,201 +0.9%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.95B 11,781,138 +3,533,898 +43%
Morgan Stanley
12
Morgan Stanley
New York
$1.64B 9,916,986 +622,891 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.57B 9,557,959 +103,721 +1%
Northern Trust
14
Northern Trust
Illinois
$1.37B 8,282,091 -60,375 -0.7%
Artisan Partners
15
Artisan Partners
Wisconsin
$1.12B 6,793,969 +938,790 +16%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$1.1B 6,638,338 -411,571 -6%
Invesco
17
Invesco
Georgia
$1.03B 6,213,617 -553,070 -8%
Norges Bank
18
Norges Bank
Norway
$995M 6,022,280 -418,502 -6%
LP
19
Longview Partners
Guernsey
$965M 5,839,831 -545,324 -9%
Lazard Asset Management
20
Lazard Asset Management
New York
$940M 5,689,313 -68,509 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$934M 5,652,156 -332,265 -6%
DSA
22
Davis Selected Advisers
Arizona
$813M 4,917,390 -38,197 -0.8%
RCWMU
23
Rothschild & Co Wealth Management (UK)
United Kingdom
$810M 4,902,510 +91,522 +2%
Bank of America
24
Bank of America
North Carolina
$801M 4,846,785 -751,655 -13%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$800M 4,840,427 +33,338 +0.7%
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