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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
GIM
551
Goelzer Investment Management
Indiana
$4.03M +$16.5K +100 +0.3%
NA
552
NewEdge Advisors
Louisiana
$4.01M +$757K +4,584 +19%
HCM
553
Hodges Capital Management
Texas
$4M +$1.74M +10,541 +58%
OSAM
554
O'Shaughnessy Asset Management
Connecticut
$4M -$83.6K -506 -2%
RIA
555
RPG Investment Advisory
California
$3.98M +$56.5K +342 +1%
HI
556
Hendershot Investments
Virginia
$3.97M
RBA
557
Richard Bernstein Advisors
New York
$3.96M
SCP
558
Sandhill Capital Partners
New York
$3.96M +$2.37M +14,352 +101%
NMIMC
559
Northwestern Mutual Investment Management Company
Wisconsin
$3.88M +$52.5K +318 +1%
BCV
560
Banque Cantonale Vaudoise
Switzerland
$3.87M -$562K -3,400 -11%
CCG
561
Chatham Capital Group
Georgia
$3.86M -$154K -931 -3%
SG
562
Stonnington Group
California
$3.84M +$688K +4,163 +18%
BCM
563
Birmingham Capital Management
Alabama
$3.84M
TI
564
Tidal Investments
Wisconsin
$3.84M -$566K -3,428 -11%
BWAM
565
Boyd Watterson Asset Management
Ohio
$3.81M +$195K +1,182 +4%
FNFDCM
566
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.78M -$21.5K -130 -0.5%
TCOV
567
Trust Company of Vermont
Vermont
$3.77M -$110K -668 -2%
SWIG
568
Strategic Wealth Investment Group
Kentucky
$3.76M -$330K -1,997 -7%
FCH
569
Freestone Capital Holdings
Washington
$3.75M -$374K -2,265 -8%
DADC
570
D.A. Davidson & Co
Montana
$3.75M +$203K +1,228 +5%
KPWS
571
Kestra Private Wealth Services
Texas
$3.74M +$484K +2,932 +12%
RC
572
Roundview Capital
New Jersey
$3.73M -$18.2K -110 -0.4%
RIA
573
Realta Investment Advisors
Delaware
$3.73M +$7.76K +47 +0.2%
BIP
574
Bouvel Investment Partners
Pennsylvania
$3.72M +$826 +5 +0%
N
575
Natixis
France
$3.71M -$38.4M -232,553 -90%

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.