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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
Daiwa Securities Group
326
Daiwa Securities Group
Japan
$13.8M +$685K +4,146 +4%
CFG
327
Citizens Financial Group
Rhode Island
$13.8M -$220K -1,329 -1%
YCM
328
Yousif Capital Management
Michigan
$13.7M -$439K -2,655 -3%
PHK
329
Point72 Hong Kong
Hong Kong
$13.6M +$15M +90,960 +1,229%
BC
330
Bartlett & Co
Ohio
$13.6M -$842K -5,095 -5%
MIS
331
Morningstar Investment Services
Illinois
$13.6M +$582K +3,525 +4%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$13.6M -$842K -5,095 -5%
NCM
333
Noesis Capital Mangement
Florida
$13.6M -$424K -2,565 -3%
NYLIM
334
New York Life Investment Management
New York
$13.3M +$15.9M +95,997 New
AHB
335
Abner Herrman & Brock
New Jersey
$13.2M -$227K -1,375 -1%
CTA
336
Chesley Taft & Associates
Illinois
$13.2M +$17.3K +105 +0.1%
FT
337
Fiduciary Trust
Massachusetts
$13.2M -$7.1K -43 -0%
WMSA
338
Weiss Multi-Strategy Advisers
New York
$12.8M +$5.98M +36,219 +64%
SCM
339
Sandler Capital Management
New York
$12.8M +$2.48M +15,032 +19%
Canada Life
340
Canada Life
Manitoba, Canada
$12.7M -$489K -2,961 -3%
OC
341
Oppenheimer & Co
New York
$12.6M -$226K -1,366 -1%
WF
342
Welch & Forbes
Massachusetts
$12.6M +$5.78K +35 +0%
Comerica Bank
343
Comerica Bank
Texas
$12.4M -$106K -644 -0.8%
SSA
344
Schonfeld Strategic Advisors
New York
$12.4M +$14.4M +87,420 +4,601%
COPPSERS
345
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.3M +$1.08M +6,514 +8%
AII
346
AGF Investments Inc
Ontario, Canada
$12.1M -$5.11M -30,958 -26%
KeyBank National Association
347
KeyBank National Association
Ohio
$12M -$209K -1,263 -1%
E
348
Ergoteles
New York
$12M +$14.3M +86,730 New
CIS
349
Connors Investor Services
Pennsylvania
$11.6M -$165K -1,000 -1%
MOACM
350
Mutual of America Capital Management
New York
$11.5M +$180K +1,091 +1%

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.