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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: 1,9992,063 (+64)

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
+64
Holders Change %
+3.2%
% 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
NFGCM
476
Norman Fields Gottscho Capital Management
New York
$6.98M
WTC
477
WhitTier Trust Company
Nevada
$6.94M +$73.9K +409 +1%
ECG
478
Edge Capital Group
Georgia
$6.94M -$2.47M -13,664 -27%
CA
479
Cornerstone Advisors
North Carolina
$6.92M
LCAM
480
Long Corridor Asset Management
Hong Kong
$6.92M +$6.68M +37,000 New
VPIM
481
Vanguard Personalized Indexing Management
California
$6.89M +$1.41M +7,813 +27%
BAM
482
Bell Asset Management
Australia
$6.88M -$1.14M -6,285 -15%
FHB
483
First Hawaiian Bank
Hawaii
$6.85M +$836K +4,627 +14%
CAN
484
Cetera Advisor Networks
California
$6.79M +$1.23M +6,784 +23%
Caisse de Depot et Placement du Quebec (CDPQ)
485
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.79M -$15.8M -87,700 -71%
AF
486
Alerus Financial
North Dakota
$6.78M -$17.9K -99 -0.3%
PWLP
487
Prio Wealth Limited Partnership
Massachusetts
$6.69M -$89.4K -495 -1%
NMERB
488
New Mexico Educational Retirement Board
New Mexico
$6.69M -$632K -3,500 -9%
DMC
489
Drexel Morgan & Co
Pennsylvania
$6.66M +$196K +1,088 +3%
NIMI
490
Natixis Investment Managers International
France
$6.64M +$6.41M +35,510 New
NIG
491
NFJ Investment Group
Texas
$6.63M
OMC
492
Overbrook Management Corp
New York
$6.58M
OCM
493
One Capital Management
California
$6.57M +$6.35M +35,152 New
AI
494
Atria Investments
North Carolina
$6.55M +$109K +602 +2%
BRCM
495
Bright Rock Capital Management
Massachusetts
$6.54M
NEI
496
Northwest & Ethical Investments
Ontario, Canada
$6.47M -$274K -1,515 -4%
SCA
497
Stokes Capital Advisors
South Carolina
$6.46M +$1.26K +7 +0%
LGF
498
LGT Group Foundation
Liechtenstein
$6.46M +$3.28M +18,188 +111%
HT
499
Heritage Trust
Oklahoma
$6.45M -$174K -962 -3%
MHC
500
Meyer Handelman Company
New York
$6.45M +$7.22K +40 +0.1%

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 1,999 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.