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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
TAF
351
Tredje AP-fonden
Sweden
$14.7M +$542K +3,000 +4%
KHLMVGHM
352
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14.5M +$11.8M +65,348 +518%
BBI
353
Baxter Bros Inc
Connecticut
$14.4M +$630K +3,487 +5%
SCM
354
Sandler Capital Management
New York
$14.4M +$13.9M +77,200 New
CM
355
Churchill Management
California
$14.4M +$1.18M +6,511 +9%
SI
356
Stephens Inc
Arkansas
$14.3M +$2.02M +11,202 +17%
FCMC
357
Founders Capital Management (Connecticut)
Connecticut
$14.1M +$192K +1,064 +1%
TAM
358
Tocqueville Asset Management
New York
$14.1M -$542 -3 -0%
MML Investors Services
359
MML Investors Services
Massachusetts
$14M +$535K +2,961 +4%
WAS
360
Wesleyan Assurance Society
United Kingdom
$14M
Adage Capital Partners
361
Adage Capital Partners
Massachusetts
$14M -$108M -598,581 -89%
IMOV
362
Investment Management of Virginia
Virginia
$14M -$141K -779 -1%
WT
363
Whittier Trust
California
$13.9M -$18.1K -100 -0.1%
NCM
364
Narwhal Capital Management
Georgia
$13.9M +$592K +3,277 +5%
CI Investments Inc
365
CI Investments Inc
Ontario, Canada
$13.8M -$123M -682,328 -90%
TIP
366
Torray Investment Partners
Maryland
$13.8M -$2.9M -16,084 -18%
EGA
367
Eagle Global Advisors
Texas
$13.6M -$14.4K -80 -0.1%
AQR Capital Management
368
AQR Capital Management
Connecticut
$13.3M -$12.8M -70,766 -50%
NI
369
NFC Investments
Tennessee
$12.9M +$58.7K +325 +0.5%
Mercer Global Advisors
370
Mercer Global Advisors
Colorado
$12.7M +$2.46M +13,620 +25%
SCP
371
Seizert Capital Partners
Michigan
$12.6M -$1.9M -10,532 -14%
SSB
372
Sandy Spring Bank
Maryland
$12.5M -$34.5K -191 -0.3%
HPIA
373
Hamilton Point Investment Advisors
North Carolina
$12.5M +$149K +823 +1%
LCM
374
LVM Capital Management
Michigan
$12.4M +$263K +1,456 +2%
SAM
375
Silvercrest Asset Management
New York
$12.3M -$69.3K -384 -0.6%

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.