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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
CA
426
Claar Advisors
New York
$8.95M -$1.83M -10,150 -18%
MSRPS
427
Maryland State Retirement & Pension System
Maryland
$8.92M -$104K -577 -1%
DWT
428
Dorsey & Whitney Trust
South Dakota
$8.88M -$1.24M -6,870 -13%
SAM
429
Stansberry Asset Management
Texas
$8.63M +$563K +3,116 +7%
FCT
430
Family Capital Trust
Massachusetts
$8.61M -$25.8K -143 -0.3%
CAM
431
Cubic Asset Management
Massachusetts
$8.56M -$9.93K -55 -0.1%
SJL
432
Shayne & Jacobs LLC
Tennessee
$8.54M
KFP
433
KMG Fiduciary Partners
Ohio
$8.46M -$75.1K -416 -0.9%
MYAM
434
Meiji Yasuda Asset Management
Japan
$8.42M -$1.99M -10,993 -20%
Hudson Bay Capital Management
435
Hudson Bay Capital Management
Connecticut
$8.41M -$9.03M -50,000 -53%
KA
436
Kintegral Advisory
New York
$8.14M +$176K +974 +2%
TSW
437
Thompson Siegel & Walmsley
Virginia
$8.11M -$181K -1,002 -2%
AIM
438
Arcadia Investment Management
Michigan
$8.03M -$102K -565 -1%
SFI
439
Susquehanna Fundamental Investments
Pennsylvania
$8.02M -$11.2M -61,824 -59%
NG
440
NatWest Group
United Kingdom
$8.02M -$479K -2,652 -6%
WCA
441
Waratah Capital Advisors
Ontario, Canada
$8.02M +$7.74M +42,863 New
JLBC
442
J.L. Bainbridge & Co
Florida
$7.98M +$7.44M +41,184 +2,773%
PI
443
PFS Investments
Georgia
$7.98M +$2.64M +14,638 +52%
Acadian Asset Management
444
Acadian Asset Management
Massachusetts
$7.97M -$5.47M -30,274 -42%
KAS
445
Kestra Advisory Services
Texas
$7.96M -$164K -909 -2%
FA
446
Financial Avengers
California
$7.95M -$31.2K -173 -0.4%
WAS
447
WESPAC Advisors SoCal
California
$7.84M +$113K +625 +2%
IIC
448
Ironwood Investment Counsel
Arizona
$7.81M -$90.1K -499 -1%
DJSG
449
D.J. St. Germain
Massachusetts
$7.77M -$307K -1,702 -4%
KOCAA
450
Knights of Columbus Asset Advisors
Connecticut
$7.71M -$246K -1,363 -3%

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.