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American Express Global Business Travel

106 hedge funds and large institutions have $616M invested in American Express Global Business Travel in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

2% more funds holding

Funds holding: 104106 (+2)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

2% more capital invested

Capital invested by funds: $606M → $616M (+$9.74M)

Holders
106
Holders Change
+2
Holders Change %
+1.92%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
25
Reduced
24
Closed
12
Calls
$162M
Puts
Net Calls
+$162M
Net Calls Change
+$146M

GBTG Hedge Fund Activity: Q2 2021 in Review

106 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in American Express Global Business Travel (GBTG) for Q2 2021, worth a combined $616M — up 1.6% from $606M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GBTG positions and 12 closed out — a net gain of 2 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $5.68M. The largest seller was Adage Capital Partners, cutting an estimated $7.14M.

  • 106 institutional investors held American Express Global Business Travel (GBTG) as of Q2 2021, up from 104 in Q1 2021.
  • Funds reported $616M of American Express Global Business Travel stock for Q2 2021, up 1.6% quarter-over-quarter.
  • 14 funds opened new American Express Global Business Travel positions in Q2 2021 and 12 closed out, a net change of +2 holders.
  • The largest American Express Global Business Travel buyer in Q2 2021 was D.E. Shaw & Co, an estimated $5.68M added.
  • The largest American Express Global Business Travel seller in Q2 2021 was Adage Capital Partners, an estimated $7.14M sold.

Based on aggregated 13F filings for Q2 2021.