We are live on ! Find out more
AXP icon

American Express

2,064 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, 808 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: 1,9992,064 (+65)

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: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
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
808
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
NSEDCP
451
NJ State Employees Deferred Compensation Plan
New Jersey
$7.69M -$686K -3,800 -8%
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$7.68M -$32.9K -182 -0.4%
TF
453
TIAA FSB
Florida
$7.67M -$37.9K -210 -0.5%
BF
454
BOK Financial
Oklahoma
$7.65M +$452K +2,501 +7%
Wolverine Trading
455
Wolverine Trading
Illinois
$7.56M +$7.19M +39,832 New
GRQ
456
Gardner Russo & Quinn
Pennsylvania
$7.52M -$155K -860 -2%
SMI
457
Shelter Mutual Insurance
Missouri
$7.46M
ELC
458
Edgar Lomax Company
Virginia
$7.45M +$7.2M +39,845 New
JC
459
Jacobs & Co
California
$7.42M -$63.2K -350 -0.9%
HL
460
HeadInvest LLC
Maine
$7.38M +$6.14K +34 +0.1%
KRS
461
Kentucky Retirement Systems
Kentucky
$7.33M +$128K +709 +2%
AC
462
AMS Capital
Brazil
$7.32M +$7.07M +39,156 New
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$7.31M -$90.3K -500 -1%
CCP
464
Clifford Capital Partners
Utah
$7.3M +$2.05M +11,333 +41%
HCMT
465
Highland Capital Management (Tennessee)
Tennessee
$7.24M +$41.5K +230 +0.6%
Marshall Wace
466
Marshall Wace
United Kingdom
$7.17M +$6.77M +37,496 +4,539%
IMRF
467
Illinois Municipal Retirement Fund
Illinois
$7.11M -$700K -3,877 -9%
RGC
468
Redwood Grove Capital
California
$7.07M
WAM
469
Winslow Asset Management
Ohio
$7.06M -$71.9K -398 -1%
WF
470
WoodTrust Financial
Wisconsin
$7.05M +$351K +1,941 +5%
1SB
471
1ST Source Bank
Indiana
$7.02M -$18.8K -104 -0.3%
AC
472
Allstate Corporation
Illinois
$7.02M -$4.39M -24,336 -39%
JEST
473
JTC Employer Solutions Trustee
Jersey
$7.01M
O
474
Ossiam
France
$7.01M +$5.16M +28,579 +322%
MLICM
475
Metropolitan Life Insurance Company (MetLife)
New York
$6.99M -$9.47M -52,419 -58%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 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 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 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.