AXP icon

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
1126
$790K
1127
$790K
1128
$789K
1129
$786K
1130
$785K
1131
$783K
1132
$782K
1133
$781K
1134
$780K
1135
$776K
1136
$775K
1137
$774K
1138
$774K
1139
$774K
1140
$772K
1141
$770K
1142
$764K
1143
$764K
1144
$764K
1145
$762K
1146
$760K
1147
$758K
1148
$756K
1149
$754K
1150
$753K