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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
NSEDCP
501
NJ State Employees Deferred Compensation Plan
New Jersey
$5M -$826K -5,000 -12%
AF
502
Alerus Financial
North Dakota
$4.96M -$71.2K -431 -1%
VPIM
503
Vanguard Personalized Indexing Management
California
$4.96M -$180K -1,087 -3%
DMC
504
Drexel Morgan & Co
Pennsylvania
$4.94M
JC
505
Jacobs & Co
California
$4.93M -$679K -4,109 -10%
PMG
506
ProVise Management Group
Florida
$4.92M -$2.17M -13,146 -27%
NIG
507
NFJ Investment Group
Texas
$4.91M
CAN
508
Cetera Advisor Networks
California
$4.86M -$213K -1,287 -4%
BRCM
509
Bright Rock Capital Management
Massachusetts
$4.85M
ETC
510
Exchange Traded Concepts
Oklahoma
$4.84M +$669K +4,049 +13%
NEI
511
Northwest & Ethical Investments
Ontario, Canada
$4.82M +$28.1K +170 +0.5%
V
512
Veritable
Delaware
$4.81M +$110K +668 +2%
MHC
513
Meyer Handelman Company
New York
$4.78M
MS
514
Maven Securities
Jersey
$4.77M +$5.68M +34,397 New
LSWM
515
Lorne Steinberg Wealth Management
Canada
$4.77M +$84.2K +510 +2%
AI
516
Atria Investments
North Carolina
$4.74M -$140K -846 -2%
SC
517
Searle & Co
Connecticut
$4.73M
NMERB
518
New Mexico Educational Retirement Board
New Mexico
$4.72M -$281K -1,700 -5%
PMG
519
Private Management Group
California
$4.72M -$13.9K -84 -0.2%
PWLP
520
Prio Wealth Limited Partnership
Massachusetts
$4.69M -$329K -1,991 -6%
SAM
521
SP Asset Management
California
$4.68M +$15.9K +96 +0.3%
EB
522
Eastern Bank
Massachusetts
$4.68M +$129K +781 +2%
HT
523
Heritage Trust
Oklahoma
$4.67M -$130K -787 -2%
GCAC
524
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.63M +$114K +690 +2%
FHB
525
First Hawaiian Bank
Hawaii
$4.57M -$598K -3,621 -10%

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.