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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: 1,9982,063 (+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: 807

50% less call options, than puts

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

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% 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
UBS AM
26
UBS AM
Illinois
$690M +$19.6M +108,670 +3%
RCWMU
27
Rothschild & Co Wealth Management (UK)
United Kingdom
$660M -$218M -1,207,619 -25%
Goldman Sachs
28
Goldman Sachs
New York
$641M -$39.5M -218,483 -6%
Franklin Resources
29
Franklin Resources
California
$639M -$85.6M -474,051 -12%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$611M -$173M -960,552 -23%
American Century Companies
31
American Century Companies
Missouri
$582M -$265M -1,467,887 -32%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$581M +$64.6M +357,590 +13%
Charles Schwab
33
Charles Schwab
California
$581M +$3.82M +21,137 +0.7%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$562M +$28.1M +155,804 +5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$491M -$85.1M -471,398 -15%
PPA
36
Parametric Portfolio Associates
Washington
$487M +$39.1M +216,696 +9%
Allianz Asset Management
37
Allianz Asset Management
Germany
$485M +$218M +1,208,992 +87%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$444M -$1.32M -7,309 -0.3%
Deutsche Bank
39
Deutsche Bank
Germany
$427M -$323M -1,791,293 -44%
Barrow, Hanley, Mewhinney & Strauss
40
Barrow, Hanley, Mewhinney & Strauss
Texas
$427M -$13.3M -73,848 -3%
TAM
41
Troy Asset Management
United Kingdom
$426M -$10.1M -56,130 -2%
Amundi
42
Amundi
France
$419M +$28.5M +157,886 +7%
Harris Associates
43
Harris Associates
Illinois
$387M -$36.9M -204,145 -9%
Ameriprise
44
Ameriprise
Minnesota
$366M -$19.5M -108,020 -5%
Wells Fargo
45
Wells Fargo
California
$343M -$17.1M -94,927 -5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$339M +$48.1M +266,162 +17%
UBS Group
47
UBS Group
Switzerland
$319M -$43.2M -239,056 -12%
DSA
48
Davis Selected Advisers
Arizona
$307M -$188M -1,041,603 -39%
Grantham, Mayo, Van Otterloo & Co (GMO)
49
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$303M -$2.65M -14,650 -0.9%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$300M -$7.81M -43,230 -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 1,998 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.