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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
HSA
601
Hussman Strategic Advisors
Maryland
$3.35M +$613K +4,050 +20%
OAM
602
Oppenheimer Asset Management
New York
$3.35M -$49.5K -327 -1%
VMPIC
603
Varma Mutual Pension Insurance Co
Finland
$3.34M +$161K +1,066 +4%
CT
604
Chicago Trust
Illinois
$3.33M -$66.9K -442 -2%
RIA
605
Realta Investment Advisors
Delaware
$3.32M -$294K -1,942 -7%
FPCM
606
Financial Partners Capital Management
New York
$3.32M -$162K -1,071 -4%
Credit Agricole
607
Credit Agricole
France
$3.31M +$590K +3,898 +19%
FCH
608
Freestone Capital Holdings
Washington
$3.31M -$383K -2,531 -9%
CWM
609
Concentric Wealth Management
California
$3.31M +$71.6K +473 +2%
SEC
610
Seven Eight Capital
New York
$3.31M +$668K +4,410 +22%
FIM
611
Freedom Investment Management
Connecticut
$3.29M +$166K +1,097 +5%
KHLMTHM
612
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.28M
NG
613
NatWest Group
United Kingdom
$3.28M -$3.12M -20,619 -46%
WSCM
614
Wellington Shields Capital Management
New York
$3.27M -$19.8K -131 -0.5%
PWMAG
615
Pinnacle Wealth Management Advisory Group
New Jersey
$3.26M -$392K -2,590 -10%
YIH
616
Y-Intercept (HK)
Hong Kong
$3.25M -$1.92M -12,655 -34%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$3.25M +$202K +1,337 +6%
VF
618
Virtu Financial
New York
$3.25M +$3.18M +21,027 +687%
AC
619
Allstate Corporation
Illinois
$3.23M +$524K +3,464 +17%
OMC
620
Overbrook Management Corp
New York
$3.21M
PI
621
Putnam Investments
Massachusetts
$3.21M +$3.23M +21,319 +857%
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$3.2M +$82.8K +547 +2%
RC
623
RegentAtlantic Capital
New Jersey
$3.17M +$15.6K +103 +0.4%
USAA
624
United Services Automobile Association
Texas
$3.16M +$136K +900 +4%
MCM
625
Mitchell Capital Management
Kansas
$3.16M +$78.7K +520 +2%

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.