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American Express
AXP

Overview Fund Activity

1,863 hedge funds and large institutions have $156B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 651 increasing their positions, 693 reducing their positions, and 75 closing their positions.

Holders
1,863
Holders Change
+27
Holders Change %
+1.47%
% of All Funds
32.72%
Holding in Top 10
52
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-10.34%
% of All Funds
0.91%
New
125
Increased
651
Reduced
693
Closed
75
Calls
$1.43B
Puts
$1.96B
Net Calls
-$528M
Net Calls Change
+$104M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$425M
2
UBS AM
2
UBS AM
Illinois
$827M
3
PAMS
3
Pictet Asset Management (Switzerland)
Switzerland
$216M
4
DZ Bank
4
DZ Bank
Germany
$902M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$92.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.33B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.49B
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$780K
4
Artisan Partners
4
Artisan Partners
Wisconsin
$901M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$898M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
1
WestEnd Advisors
North Carolina
– – – –
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.4B 151,610,700 – –
BlackRock
3
BlackRock
New York
$8.01B 47,805,713 -885,970 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.96B 47,520,928 -403,382 -0.8%
State Street
5
State Street
Massachusetts
$5.69B 33,957,509 -637,231 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$5.33B 31,822,281 -4,984,160 -14%
Fisher Asset Management
7
Fisher Asset Management
Washington
$2.62B 15,624,335 +254,252 +2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.07B 12,370,037 -409,870 -3%
Dodge & Cox
9
Dodge & Cox
California
$2.04B 12,198,313 -464,621 -4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$1.92B 11,460,360 -911,696 -7%
Morgan Stanley
11
Morgan Stanley
New York
$1.67B 9,973,495 +56,509 +0.6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$1.63B 9,778,287 +220,328 +2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$1.49B 8,893,664 -2,887,474 -25%
Northern Trust
14
Northern Trust
Illinois
$1.41B 8,443,747 +161,656 +2%
Invesco
15
Invesco
Georgia
$1.03B 6,127,667 -85,950 -1%
Norges Bank
16
Norges Bank
Norway
$1B 5,988,282 -33,998 -0.6%
Lazard Asset Management
17
Lazard Asset Management
New York
$934M 5,573,847 -115,466 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$929M 5,544,268 -107,888 -2%
DZ Bank
19
DZ Bank
Germany
$902M 5,383,845 +1,143,381 +27%
Artisan Partners
20
Artisan Partners
Wisconsin
$901M 5,379,874 -1,414,095 -21%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$898M 5,361,379 -1,276,959 -19%
UBS AM
22
UBS AM
Illinois
$827M 4,937,400 +1,457,236 +42%
American Century Companies
23
American Century Companies
Missouri
$813M 4,852,583 +81,623 +2%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$813M 4,851,491 +11,064 +0.2%
RCWMU
25
Rothschild & Co Wealth Management (UK)
United Kingdom
$795M 4,742,845 -159,665 -3%
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