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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: 1,9992,063 (+64)

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
+64
Holders Change %
+3.2%
% 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
Canada Life
326
Canada Life
Manitoba, Canada
$17.7M -$762K -4,220 -4%
Creative Planning
327
Creative Planning
Kansas
$17.6M +$1.09M +6,019 +7%
BMSSC
328
B. Metzler seel. Sohn & Co
Germany
$17.5M +$918K +5,085 +6%
Allspring Global Investments
329
Allspring Global Investments
North Carolina
$17.5M -$19.1M -105,731 -53%
ALAM
330
Asahi Life Asset Management
Japan
$17.5M -$301K -1,664 -2%
OC
331
Oppenheimer & Co
New York
$17.3M +$265K +1,466 +2%
WF
332
Welch & Forbes
Massachusetts
$16.9M -$13K -72 -0.1%
Twin Tree Management
333
Twin Tree Management
Texas
$16.9M +$15.9M +88,120 +3,798%
CTA
334
Chesley Taft & Associates
Illinois
$16.7M -$187K -1,034 -1%
MSL
335
Mackay Shields LLC
New York
$16.5M -$954K -5,280 -6%
KeyBank National Association
336
KeyBank National Association
Ohio
$16.5M -$1.2M -6,660 -7%
Public Sector Pension Investment Board (PSP Investments)
337
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.1M -$3.32M -18,380 -18%
MCM
338
MAI Capital Management
Ohio
$16M +$9.05M +50,090 +141%
Comerica Bank
339
Comerica Bank
Texas
$15.9M -$389K -2,155 -2%
CIS
340
Connors Investor Services
Pennsylvania
$15.9M +$452K +2,504 +3%
WAM
341
Wilson Asset Management
Australia
$15.8M +$15.2M +84,296 New
Mariner
342
Mariner
Kansas
$15.5M +$3.34M +18,508 +29%
COPPSERS
343
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M +$641K +3,550 +5%
MOACM
344
Mutual of America Capital Management
New York
$15.3M -$141K -778 -0.9%
BC
345
Brookfield Corp
Ontario, Canada
$15.3M +$14.4M +79,911 +4,388%
CIBC World Market
346
CIBC World Market
Ontario, Canada
$15.2M +$5.49M +30,384 +60%
DILIC
347
Dai-ichi Life Insurance Company
Japan
$15M
Alyeska Investment Group
348
Alyeska Investment Group
Illinois
$15M +$9.56M +52,922 +194%
TPSF
349
Texas Permanent School Fund
Texas
$14.9M -$1.22M -6,755 -8%
ACA
350
Anchor Capital Advisors
Massachusetts
$14.8M -$13.7M -76,067 -49%

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 1,999 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.