American Express
AXP
2,000 hedge funds and large institutions have $107B invested in American Express in 2021 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 686 increasing their positions, 689 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: 1,873 → 2,000 (+127)
0.8% more ownership
Funds ownership: 83.43% → 84.23% (+0.8%)
0% less repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 689
31% less capital inflows, than outflows
Capital inflows: $3.73B | Capital outflows: $5.39B
40% less funds holding in top 10
Funds holding in top 10: 52 → 31 (-21)
48% less call options, than puts
Call options by funds: $1.14B | Put options by funds: $2.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$361M |
| 2 |
Janus Henderson Group
London,
|
+$178M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$148M |
| 4 |
Millennium Management
New York
|
+$107M |
| 5 |
Morgan Stanley
New York
|
+$105M |
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 |
Davis Selected Advisers
Tucson,
Arizona
|
-$242M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$231M |
AXP Hedge Fund Activity: Q4 2021 in Review
2,000 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2021, worth a combined $107B — down 3.9% from $111B 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 689 trimmed.
The largest buyer was DZ Bank, adding an estimated $361M. The largest seller was Dodge & Cox, cutting an estimated $597M.
- 2,000 institutional investors held American Express (AXP) as of Q4 2021, up from 1,873 in Q3 2021.
- Funds reported $107B of American Express stock for Q4 2021, down 3.9% 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 DZ Bank, an estimated $361M added.
- The largest American Express seller in Q4 2021 was Dodge & Cox, an estimated $597M sold.
Based on aggregated 13F filings for Q4 2021.