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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
Cambridge Investment Research Advisors
376
Cambridge Investment Research Advisors
Iowa
$12.2M +$395K +2,187 +3%
GAG
377
GM Advisory Group
New York
$12.2M -$361 -2 -0%
NLGIA
378
Nippon Life Global Investors Americas
New York
$12.2M -$1.13M -6,230 -9%
BCM
379
Banyan Capital Management
Georgia
$12.1M -$82.9K -459 -0.7%
CWM
380
Calamos Wealth Management
Illinois
$12M +$281K +1,556 +2%
MIM
381
Marco Investment Management
Georgia
$11.9M -$245K -1,358 -2%
SAM
382
Shell Asset Management
Netherlands
$11.8M -$612K -3,389 -5%
PL
383
Parthenon LLC
Kentucky
$11.8M +$200K +1,110 +2%
DY
384
Dowling & Yahnke
California
$11.8M +$53.5K +296 +0.5%
ERIC
385
Eagle Rock Investment Company
Georgia
$11.5M +$451K +2,497 +4%
HIMCH
386
Hartford Investment Management Co (HIMCO)
Connecticut
$11.5M -$396K -2,194 -3%
BCM
387
Buckhead Capital Management
Georgia
$11.5M -$131K -728 -1%
CAM
388
Carret Asset Management
New York
$11.3M +$37.9K +210 +0.3%
AMBIA
389
Allen Mooney & Barnes Investment Advisors
Georgia
$11.3M +$10.9M +60,278 New
RCW
390
Rheos Capital Works
Japan
$11.2M -$14M -77,300 -56%
RP
391
Rice Partnership
Hawaii
$11.1M +$243K +1,347 +2%
AWM
392
AE Wealth Management
Kansas
$11.1M +$2.03M +11,231 +23%
HLCM
393
Hi-Line Capital Management
South Dakota
$11M +$99.1K +549 +0.9%
BBHC
394
Brown Brothers Harriman & Co
New York
$10.9M -$626K -3,468 -6%
CPC
395
Cookson Peirce & Co
Pennsylvania
$10.6M +$10.3M +56,935 New
LCM
396
Landscape Capital Management
New Jersey
$10.6M +$10.2M +56,678 New
WMSA
397
Weiss Multi-Strategy Advisers
New York
$10.5M +$10.2M +56,375 New
MIM
398
Martin Investment Management
Florida
$10.5M +$642K +3,557 +7%
FGP
399
Foyston, Gordon, & Payne
Ontario, Canada
$10.5M -$520K -2,882 -5%
NC
400
Nixon Capital
Texas
$10.5M -$6.14M -33,976 -38%

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.