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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
UBS AM
26
UBS AM
Illinois
$481M -$36.9M -223,631 -6%
Goldman Sachs
27
Goldman Sachs
New York
$466M -$11.3M -68,186 -2%
First Eagle Investment Management
28
First Eagle Investment Management
New York
$449M -$4.37M -26,432 -0.8%
Charles Schwab
29
Charles Schwab
California
$428M -$2.77M -16,756 -0.5%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$421M -$11.3M -68,583 -2%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$415M -$1.63M -9,853 -0.3%
Franklin Resources
32
Franklin Resources
California
$405M -$81.2M -491,823 -14%
American Century Companies
33
American Century Companies
Missouri
$394M -$43.9M -265,792 -9%
Renaissance Technologies
34
Renaissance Technologies
New York
$373M +$436M +2,638,094 +5,064%
Allianz Asset Management
35
Allianz Asset Management
Germany
$352M -$8.82M -53,401 -2%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$320M -$51.9M -314,413 -12%
TAM
37
Troy Asset Management
United Kingdom
$318M +$2.53M +15,288 +0.7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$299M +$56.4M +341,201 +19%
Deutsche Bank
39
Deutsche Bank
Germany
$294M -$27.4M -165,714 -7%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$250M -$80.4M -486,786 -21%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$246M +$184M +1,111,071 +168%
Harris Associates
42
Harris Associates
Illinois
$240M -$55.6M -336,311 -16%
Wells Fargo
43
Wells Fargo
California
$237M -$20.4M -123,525 -7%
Amundi
44
Amundi
France
$232M -$99.6M -602,937 -26%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$230M +$218M +1,320,689 +387%
UBS Group
46
UBS Group
Switzerland
$228M -$9.53M -57,696 -3%
SGA
47
Sustainable Growth Advisers
Connecticut
$227M +$9.27M +56,101 +4%
Barrow, Hanley, Mewhinney & Strauss
48
Barrow, Hanley, Mewhinney & Strauss
Texas
$226M -$108M -656,532 -29%
Ameriprise
49
Ameriprise
Minnesota
$225M -$57.6M -348,707 -17%
SCM
50
Smead Capital Management
Arizona
$224M +$17.3M +104,948 +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.