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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
CT
601
Chicago Trust
Illinois
$3.48M +$78.8K +477 +2%
BL
602
Bleichroeder LP
New York
$3.47M
UF
603
Univest Financial
Pennsylvania
$3.47M +$17.8K +108 +0.4%
BPA
604
Beacon Pointe Advisors
California
$3.43M -$1.52M -9,177 -27%
National Bank of Canada
605
National Bank of Canada
Quebec, Canada
$3.41M -$651K -3,939 -14%
WSCM
606
Wellington Shields Capital Management
New York
$3.38M +$1.05M +6,350 +35%
CAM
607
Cresset Asset Management
Illinois
$3.36M +$204K +1,237 +5%
CWM
608
Concentric Wealth Management
California
$3.34M -$29.7K -180 -0.7%
OMC
609
Overbrook Management Corp
New York
$3.3M -$1.87M -11,344 -32%
KHLMTHM
610
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.29M
VMPIC
611
Varma Mutual Pension Insurance Co
Finland
$3.28M +$653K +3,956 +20%
KC
612
Kingfisher Capital
North Carolina
$3.28M +$157K +948 +4%
SCC
613
Steel Canyon Capital
Arizona
$3.27M +$826K +5,000 +27%
PNC
614
Park National Corp
Ohio
$3.26M -$1.65K -10 -0%
CI
615
Ceera Investments
Texas
$3.26M -$2.48K -15 -0.1%
HW
616
Hancock Whitney
Mississippi
$3.25M -$218K -1,322 -5%
AP
617
Advisor Partners
California
$3.25M -$188K -1,139 -5%
RC
618
RegentAtlantic Capital
New Jersey
$3.25M +$9.91K +60 +0.3%
HCM
619
Hutner Capital Management
Vermont
$3.24M
AS
620
Altshuler Shaham
Israel
$3.23M -$7.6K -46 -0.2%
FIM
621
Freedom Investment Management
Connecticut
$3.23M -$234K -1,418 -6%
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$3.22M +$2.72M +16,452 +244%
MYLI
623
Meiji Yasuda Life Insurance
Japan
$3.21M +$746K +4,515 +24%
VCA
624
Verdence Capital Advisors
Maryland
$3.2M -$254K -1,536 -6%
CM
625
Castleark Management
Illinois
$3.19M

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.