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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
BCM
426
Buckhead Capital Management
Georgia
$7.36M -$1.34M -8,132 -13%
PAG
427
Private Advisor Group
New Jersey
$7.35M +$81.9K +496 +0.9%
ACM
428
AlphaCrest Capital Management
New York
$7.31M +$8.42M +50,955 +2,856%
LP
429
LMR Partners
United Kingdom
$7.23M +$7.35M +44,472 +576%
LCAM
430
Long Corridor Asset Management
Hong Kong
$7.21M +$2.48M +15,000 +41%
AUB
431
Atlantic Union Bankshares
Virginia
$7.21M -$140K -848 -2%
DC
432
Davenport & Co
Virginia
$7.11M +$162K +983 +2%
EMPI
433
Elo Mutual Pension Insurance
Finland
$7.05M +$438K +2,649 +5%
KAS
434
Kestra Advisory Services
Texas
$7.04M +$1.36M +8,220 +19%
RGC
435
Redwood Grove Capital
California
$7.04M +$2.15M +13,000 +34%
SAM
436
Securian Asset Management
Minnesota
$6.98M -$131K -796 -2%
AIM
437
Achmea Investment Management
Netherlands
$6.96M -$153K -925 -2%
NRS
438
Neville Rodie & Shaw
New York
$6.79M -$33K -200 -0.4%
GAM
439
Griffin Asset Management
New York
$6.78M -$29.4K -178 -0.4%
SCM
440
Stanley Capital Management
Texas
$6.77M
CIBC World Market
441
CIBC World Market
Ontario, Canada
$6.67M -$5.46M -33,040 -41%
Allspring Global Investments
442
Allspring Global Investments
North Carolina
$6.66M -$7.56M -45,747 -49%
OPERF
443
Oregon Public Employees Retirement Fund
Oregon
$6.64M -$289K -1,750 -4%
SIG
444
Sky Investment Group
Connecticut
$6.54M -$333K -2,017 -4%
MSRPS
445
Maryland State Retirement & Pension System
Maryland
$6.43M -$215K -1,302 -3%
PI
446
PFS Investments
Georgia
$6.4M +$577K +3,496 +8%
CM
447
Crestline Management
Texas
$6.38M +$3.47M +21,000 +84%
SJL
448
Shayne & Jacobs LLC
Tennessee
$6.33M
MYAM
449
Meiji Yasuda Asset Management
Japan
$6.33M +$102K +615 +1%
CAM
450
Cubic Asset Management
Massachusetts
$6.3M -$52.9K -320 -0.7%

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.