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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
MGIA
401
Matthew Goff Investment Advisor
Texas
$10.5M -$9.93K -55 -0.1%
ATC
402
Argent Trust Co
Tennessee
$10.3M -$55.4K -307 -0.6%
AAM
403
Abeille Asset Management
France
$10.1M +$7.24M +40,072 +291%
PA
404
Perennial Advisors
New York
$10.1M +$97K +537 +1%
GIA
405
GHP Investment Advisors
Colorado
$9.96M +$135K +748 +1%
DT
406
Diversified Trust
Tennessee
$9.91M +$2.44M +13,499 +34%
AUB
407
Atlantic Union Bankshares
Virginia
$9.88M -$68.8K -381 -0.7%
PAG
408
Private Advisor Group
New Jersey
$9.83M +$581K +3,217 +7%
VanEck Associates
409
VanEck Associates
New York
$9.78M -$1.09M -6,061 -10%
Renaissance Technologies
410
Renaissance Technologies
New York
$9.74M +$9.41M +52,100 New
Point72 Asset Management
411
Point72 Asset Management
Connecticut
$9.63M +$9.3M +51,500 New
AIM
412
Achmea Investment Management
Netherlands
$9.56M -$1.16M -6,401 -11%
SAM
413
Securian Asset Management
Minnesota
$9.56M -$313K -1,734 -3%
Wealthfront Advisers
414
Wealthfront Advisers
California
$9.43M -$859K -4,756 -9%
DC
415
Davenport & Co
Virginia
$9.41M +$4.15K +23 +0%
NB
416
Norinchukin Bank
Japan
$9.31M +$546K +3,022 +6%
OPERF
417
Oregon Public Employees Retirement Fund
Oregon
$9.28M -$464K -2,570 -5%
SIG
418
Sky Investment Group
Connecticut
$9.2M -$61.4K -340 -0.7%
NRS
419
Neville Rodie & Shaw
New York
$9.2M -$23.1K -128 -0.3%
GAM
420
Griffin Asset Management
New York
$9.18M -$314K -1,738 -3%
CGH
421
Crossmark Global Holdings
Texas
$9.16M +$2.72M +15,065 +44%
AMI
422
Amica Mutual Insurance
Rhode Island
$9.15M -$465K -2,576 -5%
SCM
423
Stanley Capital Management
Texas
$9.13M +$722K +4,000 +9%
PMG
424
ProVise Management Group
Florida
$9.1M -$611K -3,385 -7%
EMPI
425
Elo Mutual Pension Insurance
Finland
$9.02M -$424K -2,350 -5%

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.