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American Express

1,970 hedge funds and large institutions have $87.8B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 706 increasing their positions, 765 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 84.79%84.23% (-0.55%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.54B

8% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 765

5% less funds holding

Funds holding: 2,0641,970 (-94)

33% less funds holding in top 10

Funds holding in top 10: 6342 (-21)

36% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 183

46% less capital invested

Capital invested by funds: $164B → $87.8B (-$76.1B)

Holders
1,970
Holders Change
-94
Holders Change %
-4.55%
% of All Funds
33.18%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
117
Increased
706
Reduced
765
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$72.1M
Net Calls Change
+$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
251
Swiss Life Asset Management
$21M +$3.86M +23,391 +18%
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$20.8M +$3.13M +18,972 +14%
UCFA
253
United Capital Financial Advisors
Texas
$20.7M +$93.8K +568 +0.4%
ZIM
254
Zacks Investment Management
Illinois
$20.5M +$1.61M +9,718 +7%
DWA
255
Douglass Winthrop Advisors
New York
$20.5M -$511K -3,093 -2%
Man Group
256
Man Group
United Kingdom
$20.4M -$1.5M -9,065 Closed
CWM
257
CIBC World Markets
New York
$20M -$22.8M -138,286 -49%
TI
258
Trexquant Investment
Connecticut
$19.9M +$22.5M +136,250 +1,856%
CB
259
Commerce Bank
Missouri
$19.7M -$250K -1,511 -1%
DWM
260
Destination Wealth Management
California
$19.4M -$794K -4,807 -3%
SBWIC
261
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.2M +$71.5K +433 +0.3%
IG
262
ING Group
Netherlands
$18.9M -$11.1M -67,151 -33%
Handelsbanken Fonder
263
Handelsbanken Fonder
Sweden
$18.9M +$868K +5,252 +4%
MA
264
MUFG Americas
New York
$18.8M -$357K -2,160 -2%
KAS
265
Kemnay Advisory Services
New York
$18.3M
Public Sector Pension Investment Board (PSP Investments)
266
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$18.2M +$7.46M +45,162 +52%
NAM
267
NorthCrest Asset Manangement
Minnesota
$18.1M +$2.88M +17,445 +15%
CG
268
Colony Group
Massachusetts
$18.1M +$2.99M +18,125 +16%
Adage Capital Partners
269
Adage Capital Partners
Massachusetts
$18.1M +$9.15M +55,381 +74%
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$17.8M +$1.66M +10,030 +8%
BFS
271
Bradley Foster & Sargent
Connecticut
$17.8M -$194K -1,175 -0.9%
ET
272
Equitable Trust
Tennessee
$17.7M +$3.08M +18,634 +17%
WIC
273
Willis Investment Counsel
Georgia
$17.6M +$178K +1,079 +0.9%
FAF
274
Första AP-fonden
Sweden
$17.5M -$1.42M -8,600 -6%
SIM
275
Sprucegrove Investment Management
Ontario, Canada
$17.5M -$12.5M -75,600 -37%

AXP Hedge Fund Activity: Q2 2022 in Review

1,970 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2022, worth a combined $87.8B — down 46% from $164B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of AXP and 117 opened new positions — a net loss of 66 holders — while 765 trimmed existing stakes and 706 added.

The largest buyer was Renaissance Technologies, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $805M.

  • 1,970 institutional investors held American Express (AXP) as of Q2 2022, down from 2,064 in Q1 2022.
  • Funds reported $87.8B of American Express stock for Q2 2022, down 46% quarter-over-quarter.
  • 117 funds opened new American Express positions in Q2 2022 and 183 closed out, a net change of -66 holders.
  • The largest American Express buyer in Q2 2022 was Renaissance Technologies, an estimated $436M added.
  • The largest American Express seller in Q2 2022 was Wellington Management Group, an estimated $805M sold.

Based on aggregated 13F filings for Q2 2022.