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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
HIMCH
401
Hartford Investment Management Co (HIMCO)
Connecticut
$8.57M +$52K +315 +0.5%
QC
402
Quadrature Capital
United Kingdom
$8.52M +$10.1M +61,417 New
CCP
403
Clifford Capital Partners
Utah
$8.48M +$3.66M +22,177 +57%
TC
404
TwinBeech Capital
New York
$8.48M +$10.1M +61,182 New
HLCM
405
Hi-Line Capital Management
South Dakota
$8.41M +$273K +1,650 +3%
ERIC
406
Eagle Rock Investment Company
Georgia
$8.35M -$227K -1,376 -2%
CAM
407
Carret Asset Management
New York
$8.32M -$78.5K -475 -0.8%
IMRF
408
Illinois Municipal Retirement Fund
Illinois
$8.31M +$3.62M +21,932 +58%
RCW
409
Rheos Capital Works
Japan
$8.3M
NC
410
Nixon Capital
Texas
$8.28M +$591K +3,580 +6%
DILIC
411
Dai-ichi Life Insurance Company
Japan
$8.1M -$3.63M -22,000 -27%
CGH
412
Crossmark Global Holdings
Texas
$8.04M +$1.49M +9,029 +18%
BBHC
413
Brown Brothers Harriman & Co
New York
$7.91M -$245K -1,483 -3%
AMI
414
Amica Mutual Insurance
Rhode Island
$7.85M +$1.27M +7,676 +16%
MGIA
415
Matthew Goff Investment Advisor
Texas
$7.83M +$70.2K +425 +0.8%
Squarepoint
416
Squarepoint
New York
$7.83M +$9.32M +56,447 New
NB
417
Norinchukin Bank
Japan
$7.78M +$1.05M +6,344 +13%
VanEck Associates
418
VanEck Associates
New York
$7.7M +$540K +3,269 +6%
AAM
419
Abeille Asset Management
France
$7.69M +$273K +1,650 +3%
GIA
420
GHP Investment Advisors
Colorado
$7.69M +$367K +2,223 +4%
MIM
421
Martin Investment Management
Florida
$7.67M -$144K -873 -2%
SAM
422
Shell Asset Management
Netherlands
$7.62M -$1.37M -8,293 -13%
RP
423
Rice Partnership
Hawaii
$7.54M -$861K -5,215 -9%
PA
424
Perennial Advisors
New York
$7.51M +$74.2K +449 +0.8%
ATC
425
Argent Trust Co
Tennessee
$7.48M -$215K -1,302 -2%

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.