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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
451
Kentucky Retirement Systems
Kentucky
$6.33M +$254K +1,679 +4%
MSRPS
452
Maryland State Retirement & Pension System
Maryland
$6.3M +$51.9K +343 +0.7%
CIBC World Market
453
CIBC World Market
Ontario, Canada
$6.28M -$236K -1,560 -3%
CC
454
Cipher Capital
New York
$6.2M +$6.47M +42,750 +1,349%
OPERF
455
Oregon Public Employees Retirement Fund
Oregon
$6.18M -$311K -2,056 -4%
SJL
456
Shayne & Jacobs LLC
Tennessee
$6.16M
O
457
Ossiam
France
$6.09M +$2.43M +16,083 +55%
CAM
458
Cubic Asset Management
Massachusetts
$6.09M -$49K -324 -0.7%
FCT
459
Family Capital Trust
Massachusetts
$6.02M -$13.6K -90 -0.2%
KA
460
Kintegral Advisory
New York
$6M
MYAM
461
Meiji Yasuda Asset Management
Japan
$5.98M -$199K -1,313 -3%
OC
462
Optimas Capital
Hong Kong
$5.97M +$6.7M +44,248 New
Bank of Nova Scotia
463
Bank of Nova Scotia
Ontario, Canada
$5.94M -$18.5M -122,269 -74%
OCM
464
Olstein Capital Management
New York
$5.94M
Walleye Capital
465
Walleye Capital
New York
$5.87M +$6.58M +43,500 New
BBHC
466
Brown Brothers Harriman & Co
New York
$5.86M -$2.05M -13,563 -24%
SAM
467
Shell Asset Management
Netherlands
$5.85M -$1.75M -11,572 -21%
CCT
468
Chemung Canal Trust
New York
$5.83M +$354K +2,338 +6%
FA
469
Financial Avengers
California
$5.8M +$77.2K +510 +1%
ALAM
470
Asahi Life Asset Management
Japan
$5.79M -$279K -1,843 -4%
IIC
471
Ironwood Investment Counsel
Arizona
$5.74M +$167K +1,105 +3%
DWT
472
Dorsey & Whitney Trust
South Dakota
$5.74M +$4.24K +28 +0.1%
DJSG
473
D.J. St. Germain
Massachusetts
$5.69M
LOAME
474
Lombard Odier Asset Management (Europe)
United Kingdom
$5.67M -$452K -2,983 -7%
SW
475
SVB Wealth
Massachusetts
$5.67M +$3.14M +20,713 +97%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.