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American Express Global Business Travel

60 hedge funds and large institutions have $1.44B invested in American Express Global Business Travel in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

992% more call options, than puts

Call options by funds: $142K | Put options by funds: $13K

301% more capital invested

Capital invested by funds: $358M → $1.44B (+$1.08B)

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

33.67% more ownership

Funds ownership: 14.01%47.68% (+34%)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% less funds holding

Funds holding: 6460 (-4)

33% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 12

Holders
60
Holders Change
-4
Holders Change %
-6.25%
% of All Funds
0.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
25
Reduced
13
Closed
12
Calls
$142K
Puts
$13K
Net Calls
+$129K
Net Calls Change
+$155K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$22.4K -$1.93K -338 -9%
AIP
52
Ameritas Investment Partners
Nebraska
$17.2K
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$11.9K
Osaic Holdings
54
Osaic Holdings
Arizona
$9.68K
Russell Investments Group
55
Russell Investments Group
United Kingdom
$2.18K +$1.93K +338 New
Fidelity Investments
56
Fidelity Investments
Massachusetts
$1.05K -$838 -147 -47%
Simplex Trading
57
Simplex Trading
Illinois
$1K -$7.48K -1,312 -89%
AF
58
Allworth Financial
California
$645
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$342 +$302 +53 New
HNB
60
Huntington National Bank
Ohio
$7
Goldman Sachs
61
Goldman Sachs
New York
-$1.61M -292,440 Closed
BC
62
Beaconlight Capital
New York
-$691K -125,688 Closed
CM
63
CastleKnight Management
New York
-$249K -45,330 Closed
OQS
64
Occudo Quantitative Strategies
Florida
-$249K -45,280 Closed
PCM
65
Prelude Capital Management
New York
-$208K -37,832 Closed
Millennium Management
66
Millennium Management
New York
-$183K -33,226 Closed
Victory Capital Management
67
Victory Capital Management
Texas
-$157K -28,598 Closed
Walleye Capital
68
Walleye Capital
New York
-$89.7K -16,311 Closed
Mariner
69
Mariner
Kansas
-$64.8K -11,780 Closed
SO
70
STRS Ohio
Ohio
-$63K -11,500 Closed
Verition Fund Management
71
Verition Fund Management
Connecticut
-$55.5K -10,100 Closed
UBS Group
72
UBS Group
Switzerland
-$1.73K -314 Closed

GBTG Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Express Global Business Travel (GBTG) for Q4 2023, worth a combined $1.44B — up 301% from $358M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of GBTG and 8 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 25 added.

The largest buyer was Dendur Capital, adding an estimated $3.08M. The largest seller was Macquarie Group, cutting an estimated $4.11M.

  • 60 institutional investors held American Express Global Business Travel (GBTG) as of Q4 2023, down from 64 in Q3 2023.
  • Funds reported $1.44B of American Express Global Business Travel stock for Q4 2023, up 301% quarter-over-quarter.
  • 8 funds opened new American Express Global Business Travel positions in Q4 2023 and 12 closed out, a net change of -4 holders.
  • The largest American Express Global Business Travel buyer in Q4 2023 was Dendur Capital, an estimated $3.08M added.
  • The largest American Express Global Business Travel seller in Q4 2023 was Macquarie Group, an estimated $4.11M sold.

Based on aggregated 13F filings for Q4 2023.