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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
CM
601
Castleark Management
Illinois
$4.3M
GIM
602
Grassi Investment Management
California
$4.29M
CCM
603
Cullen Capital Management
New York
$4.29M +$385K +2,131 +10%
FWIA
604
Fort Washington Investment Advisors
Ohio
$4.28M
KC
605
Kingfisher Capital
North Carolina
$4.24M -$16.6K -92 -0.4%
SWP
606
Strategic Wealth Partners
Ohio
$4.24M +$209K +1,156 +5%
FM
607
Family Management
New York
$4.23M +$3.97K +22 +0.1%
BZWA
608
Blue Zone Wealth Advisors
California
$4.21M -$656K -3,634 -14%
EP
609
Eudaimonia Partners
Tennessee
$4.19M +$4.05M +22,419 New
GD
610
Grandfield & Dodd
New York
$4.19M
AWM
611
Avitas Wealth Management
California
$4.18M -$1.07M -5,928 -21%
SLI
612
Sumitomo Life Insurance
Japan
$4.17M -$58.5K -324 -1%
MCM
613
Mitchell Capital Management
Kansas
$4.13M -$1.17M -6,452 -23%
Cetera Investment Advisers
614
Cetera Investment Advisers
Illinois
$4.12M -$229K -1,268 -5%
CCM
615
Covington Capital Management
California
$4.12M +$2.71K +15 +0.1%
EI
616
Ethic Inc
New York
$4.1M +$451K +2,495 +13%
MNBTD
617
Moody National Bank Trust Division
Texas
$4.1M -$58.5K -324 -1%
BFEC
618
Benjamin F. Edwards & Company
Missouri
$4.1M -$74K -410 -2%
SG
619
Stonnington Group
California
$4.1M +$781K +4,325 +23%
WWM
620
Western Wealth Management
Colorado
$4.09M +$2.59M +14,328 +190%
SW
621
SVB Wealth
Massachusetts
$4.09M +$99K +548 +3%
VVP
622
Venture Visionary Partners
Ohio
$4.06M -$103K -569 -3%
Walleye Trading
623
Walleye Trading
New York
$4.06M -$4.54M -25,116 -54%
BIAS
624
Beacon Investment Advisory Services
New Jersey
$4.04M -$3.07K -17 -0.1%
VIA
625
Vident Investment Advisory
Georgia
$3.98M -$1.08M -5,972 -22%

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.