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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
PA
276
Pinnacle Associates
New York
$17.3M +$216K +1,310 +1%
PFPT
277
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.3M +$165K +996 +0.8%
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2M +$576K +3,487 +3%
TBC
279
Tweedy, Browne Co
Connecticut
$17.2M +$20.5M +123,989 New
BBVA
280
Banco Bilbao Vizcaya Argentaria
Spain
$17.2M -$201K -1,215 -1%
KFC
281
Klingenstein Fields & Co
New York
$17.1M -$1.2M -7,288 -6%
DP
282
Dundas Partners
United Kingdom
$17.1M +$4.44M +26,902 +28%
FMI
283
Factory Mutual Insurance
Massachusetts
$16.9M -$644K -3,900 -3%
BCM
284
Bluefin Capital Management
New York
$16.7M +$19.8M +120,000 New
WorldQuant Millennium Advisors
285
WorldQuant Millennium Advisors
New York
$16.7M +$19.9M +120,658 New
MCM
286
Mill Capital Management
North Carolina
$16.7M -$194K -1,176 -1%
WBC
287
Westpac Banking Corp
Australia
$16.6M +$121K +733 +0.6%
FAF
288
Fjarde Ap-fonden
Sweden
$16.6M -$7.96M -48,200 -29%
GIP
289
Greatmark Investment Partners
Georgia
$16.5M +$514K +3,112 +3%
CA
290
Cullinan Associates
Kentucky
$16.4M +$473K +2,865 +2%
JAM
291
Jupiter Asset Management
United Kingdom
$16.2M -$14.7M -89,076 -43%
BS
292
Banco Santander
Spain
$16.2M -$8.17M -49,458 -30%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$16.1M +$570K +3,451 +3%
DnB Asset Management
294
DnB Asset Management
Norway
$16.1M -$146K -884 -0.8%
BCAM
295
Boston Common Asset Management
Massachusetts
$15.9M +$74K +448 +0.4%
CFB
296
Cullen/Frost Bankers
Texas
$15.7M -$315K -1,909 -2%
LOAMS
297
Lombard Odier Asset Management (Switzerland)
Switzerland
$15.7M -$3.37M -20,385 -15%
BSA
298
Braun Stacey Associates
New York
$15.7M +$16.8M +101,776 +893%
II
299
IFM Investors
Australia
$15.5M +$921K +5,573 +5%
CF
300
Cantor Fitzgerald
New York
$15.4M +$18.4M +111,224 New

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.