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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
II
301
IFM Investors
Australia
$19.9M +$2.67M +14,812 +16%
PA
302
Paralel Advisors
Colorado
$19.6M -$19M -105,000 -50%
SG Americas Securities
303
SG Americas Securities
New York
$19.6M -$21M -116,165 -53%
GIBU
304
Gulf International Bank (UK)
United Kingdom
$19.6M -$1.44M -8,000 -7%
BFA
305
Bragg Financial Advisors
North Carolina
$19.3M +$234K +1,298 +1%
CSIC
306
Clifford Swan Investment Counsel
California
$19.3M -$287K -1,590 -2%
BC
307
Bartlett & Co
Ohio
$19.3M +$903K +5,000 +5%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$19.3M +$903K +5,000 +5%
BCIM
309
British Columbia Investment Management
British Columbia, Canada
$19M -$3.06M -16,956 -14%
YCM
310
Yousif Capital Management
Michigan
$18.9M -$475K -2,629 -3%
CFG
311
Citizens Financial Group
Rhode Island
$18.9M -$458K -2,536 -2%
NCM
312
Noesis Capital Mangement
Florida
$18.8M +$572K +3,168 +3%
SOADOR
313
State of Alaska Department of Revenue
Alaska
$18.7M -$928K -5,140 -5%
SPIA
314
Steward Partners Investment Advisory
New York
$18.7M +$2.14M +11,869 +13%
PI
315
PGGM Investments
Netherlands
$18.4M
QP
316
Quilter Plc
United Kingdom
$18.4M -$1.08M -5,984 -6%
AHB
317
Abner Herrman & Brock
New Jersey
$18.1M +$3.5M +19,354 +25%
2
318
2Xideas
Switzerland
$18M +$1.83M +10,119 +12%
DP
319
Dundas Partners
United Kingdom
$18M +$2.52M +13,947 +17%
RT
320
Rockland Trust
Massachusetts
$17.9M +$690K +3,819 +4%
ACL
321
Azora Capital LP
Florida
$17.9M +$17.3M +95,585 New
MCM
322
Maple Capital Management
Vermont
$17.8M +$769K +4,256 +5%
MIS
323
Morningstar Investment Services
Illinois
$17.8M -$10.5M -57,896 -38%
Daiwa Securities Group
324
Daiwa Securities Group
Japan
$17.8M +$526K +2,913 +3%
FT
325
Fiduciary Trust
Massachusetts
$17.8M -$430K -2,381 -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.