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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
LCM
376
LVM Capital Management
Michigan
$9.53M +$379K +2,294 +3%
FGP
377
Foyston, Gordon, & Payne
Ontario, Canada
$9.52M -$726K -4,398 -8%
MML Investors Services
378
MML Investors Services
Massachusetts
$9.51M -$1.06M -6,411 -9%
HPIA
379
Hamilton Point Investment Advisors
North Carolina
$9.47M +$187K +1,132 +2%
Cambridge Investment Research Advisors
380
Cambridge Investment Research Advisors
Iowa
$9.47M +$479K +2,902 +4%
WAM
381
Wilson Asset Management
Australia
$9.41M -$2.71M -16,386 -19%
MIM
382
Marco Investment Management
Georgia
$9.3M +$595K +3,600 +6%
AWM
383
AE Wealth Management
Kansas
$9.25M +$1.22M +7,413 +13%
SCP
384
Seizert Capital Partners
Michigan
$9.14M -$208K -1,257 -2%
SSB
385
Sandy Spring Bank
Maryland
$9.13M -$181K -1,094 -2%
SAM
386
Silvercrest Asset Management
New York
$9.13M -$21.5K -130 -0.2%
JLBC
387
J.L. Bainbridge & Co
Florida
$9.11M +$3.8M +23,035 +54%
NLGIA
388
Nippon Life Global Investors Americas
New York
$9.06M
GAG
389
GM Advisory Group
New York
$9.06M
X
390
Xponance
Pennsylvania
$9.05M -$7.56M -45,780 -41%
CWM
391
Calamos Wealth Management
Illinois
$9.02M +$156K +943 +1%
Mercer Global Advisors
392
Mercer Global Advisors
Colorado
$9.01M -$444K -2,691 -4%
BCM
393
Banyan Capital Management
Georgia
$9M -$2.64K -16 -0%
PL
394
Parthenon LLC
Kentucky
$9M +$301K +1,825 +3%
PE
395
Point72 Europe
United Kingdom
$9M +$10.7M +64,900 New
AMBIA
396
Allen Mooney & Barnes Investment Advisors
Georgia
$8.89M +$636K +3,848 +6%
SG Americas Securities
397
SG Americas Securities
New York
$8.71M -$6.91M -41,845 -40%
DY
398
Dowling & Yahnke
California
$8.7M -$32.9K -199 -0.3%
BMSSC
399
B. Metzler seel. Sohn & Co
Germany
$8.61M -$5.24M -31,712 -34%
CA
400
Cornerstone Advisors
North Carolina
$8.59M +$4.13M +25,000 +68%

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.