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American Express

2,064 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, 808 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: 1,9992,064 (+65)

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: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
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
808
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
LNC
551
Lincoln National Corp
Pennsylvania
$5.22M +$1.29M +7,132 +34%
TCOV
552
Trust Company of Vermont
Vermont
$5.21M +$722 +4 +0%
BCM
553
Birmingham Capital Management
Alabama
$5.18M
NMIMC
554
Northwestern Mutual Investment Management Company
Wisconsin
$5.17M -$697K -3,858 -12%
FNFDCM
555
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.13M -$1.81K -10 -0%
UAM
556
Unison Asset Management
Florida
$5.08M
RC
557
Roundview Capital
New Jersey
$5.05M +$19K +105 +0.4%
BIP
558
Bouvel Investment Partners
Pennsylvania
$5.02M +$171K +948 +4%
CSS
559
Cubist Systematic Strategies
Connecticut
$5.01M -$16.5M -91,145 -77%
NEAM
560
New England Asset Management
Connecticut
$4.99M +$199K +1,100 +4%
BAM
561
Barrett Asset Management
New York
$4.98M -$1.42M -7,881 -23%
COI
562
Connable Office Inc
Michigan
$4.98M -$420K -2,328 -8%
PWMAG
563
Pinnacle Wealth Management Advisory Group
New Jersey
$4.97M +$102K +563 +2%
RIA
564
Realta Investment Advisors
Delaware
$4.96M +$637K +3,525 +15%
FIB
565
First Interstate Bank
Montana
$4.96M -$208K -1,150 -4%
PRA
566
Pine Ridge Advisers
New York
$4.96M
GWM
567
GDS Wealth Management
Texas
$4.93M +$198K +1,098 +4%
BWAM
568
Boyd Watterson Asset Management
Ohio
$4.91M +$73.7K +408 +2%
Impax Asset Management Group
569
Impax Asset Management Group
United Kingdom
$4.87M +$345K +1,910 +8%
FPCM
570
Financial Partners Capital Management
New York
$4.87M -$164K -906 -3%
DADC
571
D.A. Davidson & Co
Montana
$4.83M -$27.1K -150 -0.6%
Federated Hermes
572
Federated Hermes
Pennsylvania
$4.77M -$892K -4,938 -16%
FG
573
Foster Group
Iowa
$4.71M
BL
574
Bleichroeder LP
New York
$4.67M
CM
575
Crestline Management
Texas
$4.67M +$4.51M +25,000 New

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 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 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 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.