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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
SPIA
326
Steward Partners Investment Advisory
New York
$13.4M -$307K -2,028 -2%
APG Asset Management
327
APG Asset Management
Netherlands
$13.4M -$1.29M -8,500 -8%
AHB
328
Abner Herrman & Brock
New Jersey
$13.3M +$514K +3,397 +4%
CFG
329
Citizens Financial Group
Rhode Island
$13.3M -$181K -1,193 -1%
CPC
330
Cookson Peirce & Co
Pennsylvania
$13.3M -$450K -2,971 -3%
NCM
331
Noesis Capital Mangement
Florida
$13.2M -$52.8K -349 -0.4%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$13.2M -$52.2K -345 -0.4%
BC
333
Bartlett & Co
Ohio
$13.2M -$52.2K -345 -0.4%
KAS
334
Kemnay Advisory Services
New York
$12.9M -$5.53M -36,508 -28%
Canada Life
335
Canada Life
Manitoba, Canada
$12.9M +$476K +3,147 +3%
YCM
336
Yousif Capital Management
Michigan
$12.9M -$457K -3,018 -3%
FT
337
Fiduciary Trust
Massachusetts
$12.9M +$82.6K +546 +0.6%
SOADOR
338
State of Alaska Department of Revenue
Alaska
$12.8M -$905K -5,980 -6%
NYLIM
339
New York Life Investment Management
New York
$12.7M -$293K -1,935 -2%
CTA
340
Chesley Taft & Associates
Illinois
$12.6M -$252K -1,663 -2%
Mariner
341
Mariner
Kansas
$12.5M +$1.85M +12,207 +15%
PFO
342
Pathstone Family Office
New Jersey
$12.5M +$9.17M +60,566 +194%
WF
343
Welch & Forbes
Massachusetts
$12.2M -$28.6K -189 -0.2%
Comerica Bank
344
Comerica Bank
Texas
$11.9M +$38.3K +253 +0.3%
IP
345
Interval Partners
New York
$11.9M +$13.4M +88,350 New
LCM
346
Landscape Capital Management
New Jersey
$11.8M +$10.4M +68,581 +357%
COPPSERS
347
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.8M -$164K -1,081 -1%
RHBC
348
R.H. Bluestein & Co
Michigan
$11.6M +$11.2M +73,893 +606%
CIS
349
Connors Investor Services
Pennsylvania
$11.6M +$262K +1,730 +2%
Fidelity International
350
Fidelity International
Bermuda
$11.5M +$2.31M +15,254 +22%

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.