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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
GI
526
Gradient Investments
Minnesota
$4.47M +$430K +2,839 +9%
CCM
527
Covington Capital Management
California
$4.46M +$6.21K +41 +0.1%
SCP
528
Stamos Capital Partners
California
$4.43M +$3.77M +24,920 +316%
UAM
529
Unison Asset Management
Florida
$4.41M +$533K +3,522 +12%
KFP
530
KMG Fiduciary Partners
Ohio
$4.4M -$1.62M -10,674 -25%
OSAM
531
O'Shaughnessy Asset Management
Connecticut
$4.4M +$574K +3,790 +13%
TFA
532
Teamwork Financial Advisors
Texas
$4.38M +$909K +6,008 +23%
PBC
533
Pavion Blue Capital
California
$4.34M -$1.36K -9 -0%
SF
534
Synovus Financial
Georgia
$4.29M +$276K +1,821 +6%
AAF
535
Andra AP-fonden
Sweden
$4.26M -$863K -5,700 -15%
CIA
536
Choate Investment Advisors
Massachusetts
$4.25M
BFM
537
Boothbay Fund Management
New York
$4.22M -$1.17M -7,709 -20%
PGIM
538
Pacific Global Investment Management
California
$4.21M +$60.2K +398 +1%
RB
539
Rodgers Brothers
Pennsylvania
$4.21M -$75.7K -500 -2%
NMERB
540
New Mexico Educational Retirement Board
New Mexico
$4.2M -$439K -2,900 -9%
CTC
541
Central Trust Company
Missouri
$4.19M -$35.4K -234 -0.7%
CA
542
Commerzbank Aktiengesellschaft
Germany
$4.18M +$87K +575 +2%
FMTC
543
Farmers & Merchants Trust Company
California
$4.18M +$31.2K +206 +0.7%
ADL
544
Asset Dedication LLC
California
$4.17M +$211K +1,397 +5%
GWM
545
GDS Wealth Management
Texas
$4.16M +$265K +1,752 +6%
HCM
546
Hodges Capital Management
Texas
$4.12M +$252K +1,664 +6%
PP
547
Prudential plc
United Kingdom
$4.1M +$149K +983 +3%
KPWS
548
Kestra Private Wealth Services
Texas
$4.02M +$426K +2,814 +10%
SIG
549
Stonegate Investment Group
Alabama
$4.01M -$25.3K -167 -0.6%
KOCAA
550
Knights of Columbus Asset Advisors
Connecticut
$4.01M +$617K +4,079 +16%

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.