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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
AQR Capital Management
351
AQR Capital Management
Connecticut
$11.3M +$2.04M +12,332 +17%
NCM
352
Narwhal Capital Management
Georgia
$11.2M +$1.09M +6,607 +9%
Mariner
353
Mariner
Kansas
$11.2M -$352K -2,134 -3%
TPSF
354
Texas Permanent School Fund
Texas
$11.2M +$130K +788 +1%
Mackenzie Financial
355
Mackenzie Financial
Ontario, Canada
$11.1M -$7.43M -44,962 -36%
TAF
356
Tredje AP-fonden
Sweden
$10.9M
BBI
357
Baxter Bros Inc
Connecticut
$10.9M +$226K +1,371 +2%
KHLMVGHM
358
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$10.8M
CM
359
Churchill Management
California
$10.7M +$44.4K +269 +0.3%
JCM
360
Jag Capital Management
Missouri
$10.7M +$9.89M +59,880 +348%
SI
361
Stephens Inc
Arkansas
$10.5M -$47.6K -288 -0.4%
IMOV
362
Investment Management of Virginia
Virginia
$10.5M +$131K +792 +1%
FCMC
363
Founders Capital Management (Connecticut)
Connecticut
$10.4M -$4.46K -27 -0%
TAM
364
Tocqueville Asset Management
New York
$10.4M -$8.42K -51 -0.1%
WAS
365
Wesleyan Assurance Society
United Kingdom
$10.4M
BCIM
366
British Columbia Investment Management
British Columbia, Canada
$10.4M -$4.43M -26,797 -26%
TRCT
367
Tower Research Capital (TRC)
New York
$10.3M -$11.5M -69,819 -48%
TIP
368
Torray Investment Partners
Maryland
$10.2M
ACA
369
Anchor Capital Advisors
Massachusetts
$10.2M -$955K -5,780 -7%
EGA
370
Eagle Global Advisors
Texas
$10.1M -$44.4K -269 -0.4%
WT
371
Whittier Trust
California
$10M -$303K -1,836 -2%
2
372
2Xideas
Switzerland
$9.96M -$4.07M -24,657 -26%
Fidelity International
373
Fidelity International
Bermuda
$9.7M -$25.9M -156,569 -69%
NI
374
NFC Investments
Tennessee
$9.69M +$169K +1,025 +1%
MCM
375
MAI Capital Management
Ohio
$9.54M -$2.79M -16,911 -20%

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.