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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
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$3.97M +$183K +1,016 +5%
KSWA
627
Kathleen S. Wright Associates
Pennsylvania
$3.97M +$361 +2 +0%
TFA
628
Teamwork Financial Advisors
Texas
$3.94M +$1.57M +8,679 +70%
AAS
629
Avantax Advisory Services
Texas
$3.94M +$1.23M +6,802 +48%
CIM
630
Chapman Investment Management
California
$3.94M +$3.81M +21,084 New
SA
631
SRN Advisors
Pennsylvania
$3.93M -$706K -3,912 -16%
HTC
632
Haverford Trust Company
Pennsylvania
$3.9M +$181 +1 +0%
PCOC
633
Power Corp of Canada
Canada
$3.9M +$3.76M +20,832 New
SAIG
634
Semper Augustus Investments Group
Colorado
$3.86M -$115K -636 -3%
CIC
635
Chase Investment Counsel
Virginia
$3.8M -$121K -669 -3%
TPCW
636
TD Private Client Wealth
New York
$3.78M +$2.52M +13,974 +225%
GPTE
637
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.76M +$220K +1,218 +6%
PRS
638
Pinkerton Retirement Specialists
Idaho
$3.74M +$95.5K +529 +3%
MKA
639
M. Kulyk & Associates
Georgia
$3.72M
SIM
640
Stratos Investment Management
Ohio
$3.71M -$138K -762 -4%
IVP
641
Intrinsic Value Partners
Arizona
$3.71M -$74K -410 -2%
BW
642
Bison Wealth
Georgia
$3.71M -$228K -1,264 -6%
ECM
643
Everence Capital Management
Indiana
$3.69M +$554K +3,070 +18%
VMPIC
644
Varma Mutual Pension Insurance Co
Finland
$3.69M
ACM
645
Azimuth Capital Management
Michigan
$3.66M -$51.6K -286 -1%
DA
646
DCM Advisors
New York
$3.65M -$238K -1,317 -6%
RJT
647
Raymond James Trust
Florida
$3.63M -$148K -821 -4%
VAS
648
Vestmark Advisory Solutions
Massachusetts
$3.6M -$542 -3 -0%
RCM
649
RNC Capital Management
California
$3.6M -$43K -238 -1%
FG
650
Fiduciary Group
Georgia
$3.55M -$28.4K -157 -0.7%

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.