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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
MCM
301
MAI Capital Management
Ohio
$15.2M +$6.62M +43,744 +64%
ECM
302
ExodusPoint Capital Management
New York
$15.1M -$12.5M -82,281 -42%
SPC
303
Stewart & Patten Company
California
$15M +$365K +2,412 +2%
Vontobel Holding
304
Vontobel Holding
Switzerland
$15M -$9.19M -60,747 -35%
Skandinaviska Enskilda Banken (SEB)
305
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.8M -$28.9K -191 -0.2%
CFB
306
Cullen/Frost Bankers
Texas
$14.8M -$548K -3,620 -3%
Creative Planning
307
Creative Planning
Kansas
$14.8M +$439K +2,901 +3%
BCI
308
Brinker Capital Investments
Pennsylvania
$14.7M -$397K -2,620 -2%
TI
309
Trexquant Investment
Connecticut
$14.6M -$5.33M -35,226 -25%
MIS
310
Morningstar Investment Services
Illinois
$14.6M +$308K +2,038 +2%
URS
311
Utah Retirement Systems
Utah
$14.6M +$75.7K +500 +0.5%
CCM
312
Chilton Capital Management
Texas
$14.5M -$54.9K -363 -0.3%
Public Employees Retirement Association of Colorado
313
Public Employees Retirement Association of Colorado
Colorado
$14.4M -$47.1K -311 -0.3%
RT
314
Rockland Trust
Massachusetts
$14.4M +$714K +4,718 +5%
CSIC
315
Clifford Swan Investment Counsel
California
$14.2M +$83.6K +552 +0.5%
PA
316
Paralel Advisors
Colorado
$14.2M
GIBU
317
Gulf International Bank (UK)
United Kingdom
$14.1M
BFA
318
Bragg Financial Advisors
North Carolina
$14.1M +$21.8K +144 +0.1%
CCA
319
Cobblestone Capital Advisors
New York
$14.1M -$279K -1,842 -2%
Daiwa Securities Group
320
Daiwa Securities Group
Japan
$14M +$678K +4,476 +5%
TRCT
321
Tower Research Capital (TRC)
New York
$14M +$4.4M +29,052 +39%
QP
322
Quilter Plc
United Kingdom
$13.8M -$272K -1,799 -2%
SSA
323
Schonfeld Strategic Advisors
New York
$13.6M +$1.75M +11,555 +13%
TAM
324
Taurus Asset Management
New York
$13.5M -$854K -5,640 -5%
Hudson Bay Capital Management
325
Hudson Bay Capital Management
Connecticut
$13.5M

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.