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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
SWP
551
Stratos Wealth Partners
Ohio
$3.98M -$56.9K -376 -1%
PMG
552
Private Management Group
California
$3.96M -$708K -4,679 -14%
MAM
553
Meeder Asset Management
Ohio
$3.95M +$2.79M +18,442 +170%
GIM
554
Goelzer Investment Management
Indiana
$3.9M -$24.4K -161 -0.6%
RIA
555
RPG Investment Advisory
California
$3.9M +$31.9K +211 +0.7%
FNT
556
First National Trust
Pennsylvania
$3.9M -$158K -1,042 -3%
MYLI
557
Meiji Yasuda Life Insurance
Japan
$3.89M +$849K +5,612 +24%
SCP
558
Sandhill Capital Partners
New York
$3.88M +$31.2K +206 +0.7%
V
559
Veritable
Delaware
$3.87M -$912K -6,028 -17%
SG
560
Stonnington Group
California
$3.86M -$61.3K -405 -1%
HI
561
Hendershot Investments
Virginia
$3.86M
WS
562
Wedbush Securities
California
$3.82M +$407K +2,691 +10%
EOJOAM
563
E. Ohman J:or Asset Management
Sweden
$3.8M -$136K -900 -3%
NA
564
NewEdge Advisors
Louisiana
$3.8M -$107K -705 -2%
SWIG
565
Strategic Wealth Investment Group
Kentucky
$3.79M +$148K +977 +4%
LGF
566
LGT Group Foundation
Liechtenstein
$3.77M -$1.39M -9,176 -25%
FNFDCM
567
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$3.71M +$37.8K +250 +0.9%
M
568
Mirova
France
$3.71M +$197K +1,303 +5%
BIP
569
Bouvel Investment Partners
Pennsylvania
$3.71M +$101K +666 +2%
PMG
570
ProVise Management Group
Florida
$3.69M -$1.23M -8,158 -23%
CCG
571
Chatham Capital Group
Georgia
$3.69M -$68.6K -453 -2%
BWAM
572
Boyd Watterson Asset Management
Ohio
$3.69M -$19.8K -131 -0.5%
SFI
573
Susquehanna Fundamental Investments
Pennsylvania
$3.68M +$4.13M +27,254 New
BPA
574
Beacon Pointe Advisors
California
$3.67M +$385K +2,543 +10%
DADC
575
D.A. Davidson & Co
Montana
$3.67M +$11.5K +76 +0.3%

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.