American Express
AXP
1,779 hedge funds and large institutions have $96.5B invested in American Express in 2021 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 566 increasing their positions, 718 reducing their positions, and 106 closing their positions.
71% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 106
18% more funds holding in top 10
Funds holding in top 10: 39 → 46 (+7)
17% more capital invested
Capital invested by funds: $82.6B → $96.5B (+$13.9B)
3% more funds holding
Funds holding: 1,723 → 1,779 (+56)
0.09% more ownership
Funds ownership: 84.85% → 84.94% (+0.09%)
21% less repeat investments, than reductions
Existing positions increased: 566 | Existing positions reduced: 718
39% less call options, than puts
Call options by funds: $902M | Put options by funds: $1.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$955M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$303M |
| 3 |
State Street
Boston,
Massachusetts
|
+$203M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$165M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$113M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$632M |
| 2 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$227M |
| 3 |
HMP
HS Management Partners
New York
|
-$162M |
| 4 |
TCM
Tybourne Capital Management
Hong Kong
|
-$140M |
| 5 |
MC
Maverick Capital
Dallas,
Texas
|
-$136M |
AXP Hedge Fund Activity: Q1 2021 in Review
1,779 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2021, worth a combined $96.5B — up 17% from $82.6B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new AXP positions and 106 closed out — a net gain of 75 holders — while 566 added to existing stakes and 718 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $955M. The largest seller was Viking Global Investors, exiting entirely with an estimated $632M sold.
- 1,779 institutional investors held American Express (AXP) as of Q1 2021, up from 1,723 in Q4 2020.
- Funds reported $96.5B of American Express stock for Q1 2021, up 17% quarter-over-quarter.
- 181 funds opened new American Express positions in Q1 2021 and 106 closed out, a net change of +75 holders.
- The largest American Express buyer in Q1 2021 was Fidelity Investments, an estimated $955M added.
- The largest American Express seller in Q1 2021 was Viking Global Investors, an estimated $632M sold.
Based on aggregated 13F filings for Q1 2021.