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American Express

2,063 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 807 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9982,063 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
807
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
226
Inverness Counsel
New York
$32.8M -$10.7M -59,223 -25%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$32M +$2.88M +15,949 +10%
RCAMU
228
Rothschild & Co Asset Management US
Connecticut
$31.9M -$265K -1,468 -0.9%
FAF
229
Fjarde Ap-fonden
Sweden
$31.4M -$5.82M -32,200 -16%
UB
230
UMB Bank
Missouri
$31.3M -$45.7K -253 -0.2%
Osaic Holdings
231
Osaic Holdings
Arizona
$31.1M +$3.01M +16,653 +10%
BS
232
Banco Santander
Spain
$31M +$10.4M +57,644 +53%
CW
233
Connectus Wealth
Ohio
$30.6M -$3.53M -19,531 -9%
SMDAM
234
Sumitomo Mitsui DS Asset Management
Japan
$30.5M +$2.91M +16,098 +11%
Vontobel Holding
235
Vontobel Holding
Switzerland
$30.5M -$10.9M -60,451 -27%
FDCC
236
Foster Dykema Cabot & Co
Massachusetts
$30.2M -$256K -1,417 -0.9%
AB
237
Amalgamated Bank
New York
$30.1M -$374K -2,072 -1%
AF
238
Amalgamated Financial
New York
$30.1M +$29.1M +161,135 New
Connor, Clark & Lunn Investment Management (CC&L)
239
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$29.9M +$3.22M +17,835 +13%
FSA
240
Franklin Street Advisors
North Carolina
$29.2M +$3.06M +16,935 +12%
WJWM
241
Williams Jones Wealth Management
New York
$29M +$236K +1,309 +0.8%
SOMRS
242
State of Michigan Retirement System
Michigan
$29M -$510K -2,823 -2%
M&T Bank
243
M&T Bank
New York
$29M +$788K +4,366 +3%
DWA
244
Douglass Winthrop Advisors
New York
$28.2M -$517K -2,864 -2%
IGGA
245
Iron Gate Global Advisors
Utah
$28.1M +$2.08M +11,527 +8%
Robeco Institutional Asset Management
246
Robeco Institutional Asset Management
Netherlands
$27.9M +$3.32M +18,358 +14%
UCFA
247
United Capital Financial Advisors
Texas
$27.8M -$2.5M -13,854 -9%
MNG
248
Manning & Napier Group
New York
$27.7M -$2.4M -13,288 -8%
BTCPP
249
Border to Coast Pensions Partnership
United Kingdom
$27.6M +$31.8K +176 +0.1%
Qube Research & Technologies (QRT)
250
Qube Research & Technologies (QRT)
United Kingdom
$27.5M -$19.4M -107,536 -42%

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.