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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ESBC
226
E.S. Barr & Co
Kentucky
$24.4M -$157K -1,035 -0.6%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$24.1M -$591K -3,903 -2%
Holocene Advisors
228
Holocene Advisors
New York
$24M -$68.8M -454,478 -72%
HNB
229
Huntington National Bank
Ohio
$24M -$4.24M -28,033 -14%
Osaic Holdings
230
Osaic Holdings
Arizona
$23.8M -$1.5M -9,940 -5%
Squarepoint
231
Squarepoint
New York
$23.7M +$18.1M +119,392 +212%
AIA
232
Avalon Investment & Advisory
Texas
$23.6M -$607K -4,010 -2%
ASRS
233
Arizona State Retirement System
Arizona
$23.5M -$466K -3,081 -2%
WorldQuant Millennium Advisors
234
WorldQuant Millennium Advisors
New York
$23.3M +$7.91M +52,277 +43%
RJFSA
235
Raymond James Financial Services Advisors
Florida
$23.3M -$1.57M -10,383 -6%
BTCPP
236
Border to Coast Pensions Partnership
United Kingdom
$23M
Janney Montgomery Scott
237
Janney Montgomery Scott
Pennsylvania
$22.8M +$25.6M +169,054 New
Assenagon Asset Management
238
Assenagon Asset Management
Luxembourg
$22.6M +$24.2M +159,966 +2,086%
FAF
239
Första AP-fonden
Sweden
$22.5M +$6.13M +40,500 +32%
RCAMU
240
Rothschild & Co Asset Management US
Connecticut
$22.5M +$128K +843 +0.5%
UB
241
UMB Bank
Missouri
$22.1M -$454K -2,998 -2%
M&T Bank
242
M&T Bank
New York
$21.9M -$374K -2,470 -1%
SOMRS
243
State of Michigan Retirement System
Michigan
$21.9M -$333K -2,200 -1%
SCM
244
Sirios Capital Management
Massachusetts
$21.8M -$2.24M -14,766 -8%
MIM
245
MetLife Investment Management
New Jersey
$21.5M -$740K -4,888 -3%
IGGA
246
Iron Gate Global Advisors
Utah
$21.5M +$558K +3,684 +2%
FSA
247
Franklin Street Advisors
North Carolina
$21.5M -$1.18M -7,772 -5%
WJWM
248
Williams Jones Wealth Management
New York
$21.4M +$210K +1,385 +0.9%
DIA
249
Dana Investment Advisors
Wisconsin
$21.4M -$1.1M -7,292 -4%
AB
250
Amalgamated Bank
New York
$21.1M +$168K +1,108 +0.7%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.