American Express
AXP
1,844 hedge funds and large institutions have $157B invested in American Express in 2021 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 614 increasing their positions, 692 reducing their positions, and 73 closing their positions.
114% more first-time investments, than exits
New positions opened: 156 | Existing positions closed: 73
63% more capital invested
Capital invested by funds: $96.2B → $157B (+$60.9B)
29% more funds holding in top 10
Funds holding in top 10: 45 → 58 (+13)
4% more funds holding
Funds holding: 1,778 → 1,844 (+66)
0.03% less ownership
Funds ownership: 84.87% → 84.84% (-0.03%)
11% less repeat investments, than reductions
Existing positions increased: 614 | Existing positions reduced: 692
42% less call options, than puts
Call options by funds: $877M | Put options by funds: $1.51B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$553M |
| 2 |
BlackRock
New York
|
+$369M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$147M |
| 4 |
Holocene Advisors
New York
|
+$140M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$134M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$627M |
| 2 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$169M |
| 3 |
Dodge & Cox
San Francisco,
California
|
-$158M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$118M |
| 5 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
-$105M |
AXP Hedge Fund Activity: Q2 2021 in Review
1,844 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2021, worth a combined $157B — up 63% from $96.2B a quarter earlier.
Buyers outnumbered sellers: 156 funds opened new AXP positions and 73 closed out — a net gain of 83 holders — while 614 added to existing stakes and 692 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $553M. The largest seller was Wellington Management Group, cutting an estimated $627M.
- 1,844 institutional investors held American Express (AXP) as of Q2 2021, up from 1,778 in Q1 2021.
- Funds reported $157B of American Express stock for Q2 2021, up 63% quarter-over-quarter.
- 156 funds opened new American Express positions in Q2 2021 and 73 closed out, a net change of +83 holders.
- The largest American Express buyer in Q2 2021 was Fidelity Investments, an estimated $553M added.
- The largest American Express seller in Q2 2021 was Wellington Management Group, an estimated $627M sold.
Based on aggregated 13F filings for Q2 2021.