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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
KRS
451
Kentucky Retirement Systems
Kentucky
$6.28M +$1M +6,067 +15%
LOAME
452
Lombard Odier Asset Management (Europe)
United Kingdom
$6.24M +$7.43M +44,984 New
JF
453
Jump Financial
Illinois
$6.23M +$6.97M +42,202 +1,535%
ACL
454
Azora Capital LP
Florida
$6.23M -$8.36M -50,635 -53%
NG
455
NatWest Group
United Kingdom
$6.23M +$344K +2,080 +5%
ALAM
456
Asahi Life Asset Management
Japan
$6.21M -$8.05M -48,740 -52%
FCT
457
Family Capital Trust
Massachusetts
$6.2M -$222K -1,343 -3%
KA
458
Kintegral Advisory
New York
$6.19M +$156K +942 +2%
DT
459
Diversified Trust
Tennessee
$6.14M -$1.44M -8,688 -16%
OCM
460
Olstein Capital Management
New York
$6.1M +$2.64M +16,000 +57%
SAM
461
Stansberry Asset Management
Texas
$6.09M -$359K -2,173 -5%
AIM
462
Arcadia Investment Management
Michigan
$6M +$65.2K +395 +0.9%
KFP
463
KMG Fiduciary Partners
Ohio
$6M -$318K -1,924 -4%
Alyeska Investment Group
464
Alyeska Investment Group
Illinois
$5.96M -$6.15M -37,218 -46%
DWT
465
Dorsey & Whitney Trust
South Dakota
$5.89M -$821K -4,968 -10%
FA
466
Financial Avengers
California
$5.89M -$165 -1 -0%
EGM
467
Engineers Gate Manager
New York
$5.84M +$6.47M +39,140 +1,304%
Wealthfront Advisers
468
Wealthfront Advisers
California
$5.8M -$1.43M -8,634 -17%
IIC
469
Ironwood Investment Counsel
Arizona
$5.75M -$47.7K -289 -0.7%
AWS
470
Atria Wealth Solutions
New York
$5.73M +$4.46M +26,993 +148%
LSERS
471
Louisiana State Employees Retirement System
Louisiana
$5.7M -$33K -200 -0.5%
DJSG
472
D.J. St. Germain
Massachusetts
$5.69M -$82.6K -500 -1%
ELC
473
Edgar Lomax Company
Virginia
$5.68M +$184K +1,115 +3%
CCT
474
Chemung Canal Trust
New York
$5.66M +$6.13M +37,136 +1,000%
TSW
475
Thompson Siegel & Walmsley
Virginia
$5.64M -$441K -2,672 -6%

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.