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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
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$5.63M -$63.4K -384 -0.9%
TF
477
TIAA FSB
Florida
$5.61M -$147K -888 -2%
SMI
478
Shelter Mutual Insurance
Missouri
$5.53M
GRQ
479
Gardner Russo & Quinn
Pennsylvania
$5.52M -$62.9K -381 -0.9%
Acadian Asset Management
480
Acadian Asset Management
Massachusetts
$5.5M -$492K -2,976 -7%
WF
481
WoodTrust Financial
Wisconsin
$5.48M +$300K +1,814 +5%
HL
482
HeadInvest LLC
Maine
$5.41M -$72.3K -438 -1%
BFM
483
Boothbay Fund Management
New York
$5.4M +$6.44M +38,965 New
HWM
484
HB Wealth Management
Georgia
$5.34M +$1.58M +9,566 +33%
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$5.34M -$31.4K -190 -0.5%
WAM
486
Winslow Asset Management
Ohio
$5.27M +$46.6K +282 +0.7%
WTC
487
WhitTier Trust Company
Nevada
$5.27M +$144K +871 +2%
BAM
488
Bell Asset Management
Australia
$5.21M +$136K +824 +2%
JEST
489
JTC Employer Solutions Trustee
Jersey
$5.2M
PWM
490
Perigon Wealth Management
California
$5.2M +$771K +4,665 +14%
NFGCM
491
Norman Fields Gottscho Capital Management
New York
$5.18M +$1.16K +7 +0%
ECG
492
Edge Capital Group
Georgia
$5.17M +$33.4K +202 +0.5%
AAF
493
Andra AP-fonden
Sweden
$5.17M +$6.16M +37,300 New
LGF
494
LGT Group Foundation
Liechtenstein
$5.15M +$437K +2,645 +8%
BF
495
BOK Financial
Oklahoma
$5.14M -$631K -3,823 -9%
1SB
496
1ST Source Bank
Indiana
$5.13M -$89K -539 -1%
PP
497
Paloma Partners
Connecticut
$5.1M +$4.21M +25,500 +226%
YIH
498
Y-Intercept (HK)
Hong Kong
$5.1M +$5.56M +33,655 +1,078%
BAMF
499
BI Asset Management Fondsmaeglerselskab
Denmark
$5.04M +$4.18M +25,326 +229%
MLICM
500
Metropolitan Life Insurance Company (MetLife)
New York
$5.01M -$201K -1,215 -3%

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.