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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
LP
26
Longview Partners
Guernsey
$469M -$54.4M -359,143 -9%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$446M +$40.8M +269,426 +9%
Charles Schwab
28
Charles Schwab
California
$421M +$5.09M +33,620 +1%
Deutsche Bank
29
Deutsche Bank
Germany
$419M +$149M +983,519 +46%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$413M -$27.1M -178,873 -6%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$411M +$7.69M +50,829 +2%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$366M +$182M +1,202,912 +80%
Franklin Resources
33
Franklin Resources
California
$358M -$40.6M -268,201 -9%
Amundi
34
Amundi
France
$337M +$96.3M +636,282 +38%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$305M -$7.96M -52,585 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$293M +$2.65M +17,529 +0.8%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$289M +$231M +1,527,971 +250%
Barclays
38
Barclays
United Kingdom
$285M +$95.4M +629,960 +43%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$263M +$44M +290,738 +17%
Wells Fargo
40
Wells Fargo
California
$236M +$6.09M +40,246 +2%
Renaissance Technologies
41
Renaissance Technologies
New York
$233M -$146M -962,494 -36%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$231M -$26.3M -173,914 -9%
SCM
43
Smead Capital Management
Arizona
$222M +$3.94M +26,037 +2%
SGA
44
Sustainable Growth Advisers
Connecticut
$220M -$1.32M -8,734 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
45
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$219M +$10M +66,040 +4%
Ameriprise
46
Ameriprise
Minnesota
$219M -$3.03M -20,015 -1%
BGC
47
Beutel, Goodman & Co
Ontario, Canada
$219M +$31.7M +209,333 +15%
Barrow, Hanley, Mewhinney & Strauss
48
Barrow, Hanley, Mewhinney & Strauss
Texas
$212M -$8.11M -53,596 -3%
American Century Companies
49
American Century Companies
Missouri
$203M -$203M -1,339,403 -47%
Allianz Asset Management
50
Allianz Asset Management
Germany
$200M -$160M -1,058,024 -42%

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.