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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
SLAM
251
Swiss Life Asset Management
$21.1M +$735K +4,858 +3%
Mirae Asset Global Investments
252
Mirae Asset Global Investments
South Korea
$21M +$850K +5,615 +4%
JLBC
253
J.L. Bainbridge & Co
Florida
$21M +$13.6M +89,959 +137%
UCFA
254
United Capital Financial Advisors
Texas
$20.5M +$420K +2,774 +2%
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$20.3M +$3.43M +22,675 +18%
DWA
256
Douglass Winthrop Advisors
New York
$19.8M -$182K -1,202 -0.8%
ZIM
257
Zacks Investment Management
Illinois
$19.2M -$834K -5,507 -4%
SG Americas Securities
258
SG Americas Securities
New York
$19M +$11.8M +78,191 +124%
FAM
259
Fred Alger Management
New York
$19M -$21.8M -143,709 -51%
DWM
260
Destination Wealth Management
California
$19M +$81.4K +538 +0.4%
CB
261
Commerce Bank
Missouri
$18.9M -$338K -2,233 -2%
Flossbach Von Storch
262
Flossbach Von Storch
Germany
$18.9M +$5.89M +38,916 +38%
SBWIC
263
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.7M -$5.15K -34 -0%
Handelsbanken Fonder
264
Handelsbanken Fonder
Sweden
$18.4M +$59.3K +392 +0.3%
NAM
265
NorthCrest Asset Manangement
Minnesota
$18.3M +$777K +5,135 +4%
IIM
266
INTECH Investment Management
Florida
$18M -$16.8M -110,960 -45%
HPC
267
HM Payson & Co
Maine
$18M -$21.8M -143,836 -52%
QC
268
Quadrature Capital
United Kingdom
$17.8M +$10.7M +70,774 +115%
GIP
269
Greatmark Investment Partners
Georgia
$17.5M +$1.6M +10,599 +9%
CG
270
Colony Group
Massachusetts
$17.4M -$256K -1,691 -1%
BFS
271
Bradley Foster & Sargent
Connecticut
$17.3M +$22.4K +148 +0.1%
ET
272
Equitable Trust
Tennessee
$17.1M -$93.2K -616 -0.5%
WIC
273
Willis Investment Counsel
Georgia
$17.1M -$55.4K -366 -0.3%
National Bank of Canada
274
National Bank of Canada
Quebec, Canada
$17.1M +$15.4M +101,917 +417%
UIM
275
USS Investment Management
United Kingdom
$16.8M -$7.37M -48,706 -28%

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.