We are live on ! Find out more
AXP icon

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
DWM
251
Destination Wealth Management
California
$27.1M -$1.2M -6,622 -4%
TRCT
252
Tower Research Capital (TRC)
New York
$27M +$13.1M +72,368 +101%
LIP
253
Liontrust Investment Partners
United Kingdom
$26.9M -$3.07M -17,000 -11%
CB
254
Commerce Bank
Missouri
$26.9M +$105K +583 +0.4%
SGAM
255
Smith Group Asset Management
Texas
$26.1M -$443K -2,454 -2%
ZIM
256
Zacks Investment Management
Illinois
$25.9M +$227K +1,255 +0.9%
SBWIC
257
Schaper Benz & Wise Investment Counsel
Wisconsin
$25.8M -$80.9K -448 -0.3%
MA
258
MUFG Americas
New York
$25.7M -$308K -1,703 -1%
FAF
259
Första AP-fonden
Sweden
$25.3M +$1.66M +9,200 +7%
LOAMS
260
Lombard Odier Asset Management (Switzerland)
Switzerland
$25M -$7.45M -41,246 -24%
KAS
261
Kemnay Advisory Services
New York
$24.7M -$4.24M -23,462 -15%
Handelsbanken Fonder
262
Handelsbanken Fonder
Sweden
$24.5M -$330K -1,827 -1%
Mirae Asset Global Investments
263
Mirae Asset Global Investments
South Korea
$24.5M +$5.42M +30,027 +30%
KFC
264
Klingenstein Fields & Co
New York
$24.4M -$287K -1,590 -1%
BFS
265
Bradley Foster & Sargent
Connecticut
$24.2M +$232K +1,284 +1%
SLAM
266
Swiss Life Asset Management
$23.9M +$662K +3,665 +3%
BBVA
267
Banco Bilbao Vizcaya Argentaria
Spain
$23.7M +$14.1M +78,344 +168%
WIC
268
Willis Investment Counsel
Georgia
$23.6M -$269K -1,491 -1%
FMI
269
Factory Mutual Insurance
Massachusetts
$23.5M -$614K -3,400 -3%
GC
270
Gillson Capital
Illinois
$23.4M -$5.69M -31,481 -20%
Mackenzie Financial
271
Mackenzie Financial
Ontario, Canada
$23.4M +$881K +4,877 +4%
PA
272
Pinnacle Associates
New York
$23.1M +$896K +4,962 +4%
PFPT
273
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.1M +$1.6M +8,859 +8%
APG Asset Management
274
APG Asset Management
Netherlands
$23M +$3.16M +17,500 +15%
MCM
275
Mill Capital Management
North Carolina
$22.7M +$525K +2,906 +2%

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.