American Express
AXP
1,999 hedge funds and large institutions have $106B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 686 increasing their positions, 688 reducing their positions, and 100 closing their positions.
157% more first-time investments, than exits
New positions opened: 257 | Existing positions closed: 100
7% more funds holding
Funds holding: 1,871 → 1,999 (+128)
0.34% more ownership
Funds ownership: 83.39% → 83.73% (+0.34%)
0% less repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 688
33% less capital invested
Capital invested by funds: $156B → $106B (-$50.8B)
40% less funds holding in top 10
Funds holding in top 10: 52 → 31 (-21)
49% less call options, than puts
Call options by funds: $1.07B | Put options by funds: $2.09B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$178M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$148M |
| 3 |
Millennium Management
New York
|
+$107M |
| 4 |
Morgan Stanley
New York
|
+$105M |
| 5 |
Amundi
Paris,
France
|
+$96.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$597M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$578M |
| 3 |
BlackRock
New York
|
-$325M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$279M |
| 5 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$242M |
AXP Hedge Fund Activity: Q4 2021 in Review
1,999 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2021, worth a combined $106B — down 33% from $156B a quarter earlier.
Buyers outnumbered sellers: 257 funds opened new AXP positions and 100 closed out — a net gain of 157 holders — while 686 added to existing stakes and 688 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $178M. The largest seller was Dodge & Cox, cutting an estimated $597M.
- 1,999 institutional investors held American Express (AXP) as of Q4 2021, up from 1,871 in Q3 2021.
- Funds reported $106B of American Express stock for Q4 2021, down 33% quarter-over-quarter.
- 257 funds opened new American Express positions in Q4 2021 and 100 closed out, a net change of +157 holders.
- The largest American Express buyer in Q4 2021 was Janus Henderson Group, an estimated $178M added.
- The largest American Express seller in Q4 2021 was Dodge & Cox, an estimated $597M sold.
Based on aggregated 13F filings for Q4 2021.