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American Express

1,990 hedge funds and large institutions have $105B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 683 increasing their positions, 686 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

33% less capital invested

Capital invested by funds: $156B → $105B (-$50.8B)

40% less funds holding in top 10

Funds holding in top 10: 5231 (-21)

49% less call options, than puts

Call options by funds: $1.07B | Put options by funds: $2.09B

Holders
1,990
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.07B
Puts
$2.09B
Net Calls
Net Calls Change

Top Buyers

1 +$171M
2 +$142M
3 +$102M
4
Morgan Stanley
Morgan Stanley
New York
+$101M
5
Amundi
Amundi
France
+$98.1M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$691M
27
$667M
28
$636M
29
$616M
30
$597M
31
$586M
32
$507M
33
$504M
34
$466M
35
$450M
36
$439M
37
$432M
38
$390M
39
$386M
40
$385M
41
$382M
42
$372M
43
$371M
44
$367M
45
$334M
46
$318M
47
$315M
48
$301M
49
$269M
50
$267M