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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
BCI
301
Brinker Capital Investments
Pennsylvania
$15.4M +$275K +1,666 +2%
CI Investments Inc
302
CI Investments Inc
Ontario, Canada
$15.3M +$6M +36,323 +49%
Skandinaviska Enskilda Banken (SEB)
303
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.2M -$1.55M -9,408 -8%
SPC
304
Stewart & Patten Company
California
$15.1M +$336K +2,037 +2%
CCM
305
Chilton Capital Management
Texas
$15M -$435K -2,633 -2%
URS
306
Utah Retirement Systems
Utah
$14.9M -$413K -2,500 -2%
Public Employees Retirement Association of Colorado
307
Public Employees Retirement Association of Colorado
Colorado
$14.9M -$162K -979 -0.9%
Creative Planning
308
Creative Planning
Kansas
$14.8M +$2.03M +12,310 +13%
TAM
309
Taurus Asset Management
New York
$14.7M -$343K -2,075 -2%
CCA
310
Cobblestone Capital Advisors
New York
$14.7M -$181K -1,097 -1%
GIBU
311
Gulf International Bank (UK)
United Kingdom
$14.6M
PA
312
Paralel Advisors
Colorado
$14.6M
CSIC
313
Clifford Swan Investment Counsel
California
$14.5M +$236K +1,429 +1%
QP
314
Quilter Plc
United Kingdom
$14.5M +$963K +5,832 +6%
BFA
315
Bragg Financial Advisors
North Carolina
$14.4M +$121K +732 +0.7%
HF
316
HRT Financial
New York
$14.3M +$15.7M +95,078 +1,217%
RT
317
Rockland Trust
Massachusetts
$14.1M +$1.04M +6,292 +7%
SPIA
318
Steward Partners Investment Advisory
New York
$14.1M +$314K +1,901 +2%
APG Asset Management
319
APG Asset Management
Netherlands
$14.1M -$5.04M -30,500 -22%
Flossbach Von Storch
320
Flossbach Von Storch
Germany
$14M +$16.7M +101,261 New
CPC
321
Cookson Peirce & Co
Pennsylvania
$14M +$7.32M +44,288 +78%
MCM
322
Maple Capital Management
Vermont
$14M +$964K +5,834 +6%
SOADOR
323
State of Alaska Department of Revenue
Alaska
$14M +$134K +810 +0.8%
Hudson Bay Capital Management
324
Hudson Bay Capital Management
Connecticut
$13.9M +$9.08M +55,000 +122%
HAM
325
Honeycomb Asset Management
New York
$13.9M +$16.5M +100,000 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.