American Express
AXP
1,872 hedge funds and large institutions have $111B invested in American Express in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 656 increasing their positions, 693 reducing their positions, and 76 closing their positions.
64% more first-time investments, than exits
New positions opened: 125 | Existing positions closed: 76
1% more funds holding
Funds holding: 1,846 → 1,872 (+26)
1% less capital invested
Capital invested by funds: $113B → $111B (-$1.53B)
5% less repeat investments, than reductions
Existing positions increased: 656 | Existing positions reduced: 693
1.47% less ownership
Funds ownership: 84.9% → 83.43% (-1.5%)
12% less funds holding in top 10
Funds holding in top 10: 59 → 52 (-7)
27% less call options, than puts
Call options by funds: $1.52B | Put options by funds: $2.08B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$400M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$244M |
| 3 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$191M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$92.8M |
| 5 |
D.E. Shaw & Co
New York
|
+$92.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$833M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$483M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$344M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$236M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$214M |
AXP Hedge Fund Activity: Q3 2021 in Review
1,872 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2021, worth a combined $111B — down 1.4% from $113B a quarter earlier.
Buyers outnumbered sellers: 125 funds opened new AXP positions and 76 closed out — a net gain of 49 holders — while 656 added to existing stakes and 693 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $400M. The largest seller was Wellington Management Group, cutting an estimated $833M.
- 1,872 institutional investors held American Express (AXP) as of Q3 2021, up from 1,846 in Q2 2021.
- Funds reported $111B of American Express stock for Q3 2021, down 1.4% quarter-over-quarter.
- 125 funds opened new American Express positions in Q3 2021 and 76 closed out, a net change of +49 holders.
- The largest American Express buyer in Q3 2021 was Arrowstreet Capital, an estimated $400M added.
- The largest American Express seller in Q3 2021 was Wellington Management Group, an estimated $833M sold.
Based on aggregated 13F filings for Q3 2021.