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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
FNT
526
First National Trust
Pennsylvania
$5.71M +$218K +1,208 +4%
FMTC
527
Farmers & Merchants Trust Company
California
$5.68M +$44.1K +244 +0.8%
SIG
528
Stonegate Investment Group
Alabama
$5.66M -$2.21M -12,229 -29%
OAM
529
Oppenheimer Asset Management
New York
$5.64M -$285K -1,577 -5%
M
530
Mirova
France
$5.62M -$142K -785 -3%
LGP
531
Leonard Green & Partners
California
$5.61M +$5.42M +30,000 New
ANTB
532
AMG National Trust Bank
Colorado
$5.54M -$174K -966 -3%
EOJOAM
533
E. Ohman J:or Asset Management
Sweden
$5.52M -$650K -3,600 -11%
PP
534
Prudential plc
United Kingdom
$5.5M +$2.44M +13,509 +85%
SF
535
Synovus Financial
Georgia
$5.49M -$118K -654 -2%
FCH
536
Freestone Capital Holdings
Washington
$5.49M -$105K -583 -2%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$5.48M +$1.87M +10,333 +54%
CG
538
Cutler Group
California
$5.47M +$4.81M +26,615 +1,003%
ACM
539
Adalta Capital Management
New York
$5.47M +$37.9K +210 +0.7%
GA
540
GFS Advisors
Texas
$5.46M -$414K -2,290 -7%
SWIG
541
Strategic Wealth Investment Group
Kentucky
$5.44M +$680K +3,764 +15%
HWM
542
HB Wealth Management
Georgia
$5.42M +$583K +3,229 +13%
GIM
543
Goelzer Investment Management
Indiana
$5.42M -$221K -1,221 -4%
CCG
544
Chatham Capital Group
Georgia
$5.38M -$1.67M -9,235 -24%
IAA
545
Independent Advisor Alliance
North Carolina
$5.36M +$893K +4,947 +21%
HI
546
Hendershot Investments
Virginia
$5.35M
RBA
547
Richard Bernstein Advisors
New York
$5.34M
RIA
548
RPG Investment Advisory
California
$5.3M -$14.1K -78 -0.3%
National Bank of Canada
549
National Bank of Canada
Quebec, Canada
$5.29M +$2.39M +13,207 +87%
OCM
550
Olstein Capital Management
New York
$5.24M -$1.44M -8,000 -22%

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.