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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
AWM
651
Avior Wealth Management
Nebraska
$3.52M -$129K -716 -4%
CA
652
Clearstead Advisors
Ohio
$3.5M +$232K +1,282 +7%
RWA
653
Ropes Wealth Advisors
Massachusetts
$3.5M -$162K -899 -5%
MLL
654
Moody Lynn & Lieberson
Massachusetts
$3.5M +$3.38M +18,699 New
MYLI
655
Meiji Yasuda Life Insurance
Japan
$3.49M -$268K -1,482 -7%
ASN
656
Advisory Services Network
Georgia
$3.48M -$145K -804 -4%
SCC
657
Steel Canyon Capital
Arizona
$3.47M +$3.35M +18,570 New
MVA
658
Mount Vernon Associates
Maryland
$3.47M -$10.8K -60 -0.3%
PCI
659
Pacifica Capital Investments
Texas
$3.44M
EIM
660
Essex Investment Management
Massachusetts
$3.44M -$95.2K -527 -3%
WA
661
WP Advisors
California
$3.43M +$48.9K +271 +2%
HCM
662
Hodges Capital Management
Texas
$3.42M +$887K +4,913 +37%
AWS
663
Atria Wealth Solutions
New York
$3.42M +$3.3M +18,278 New
BB
664
Busey Bank
Illinois
$3.41M +$21.5K +119 +0.7%
SCM
665
Shelton Capital Management
Colorado
$3.4M -$31.8K -176 -1%
KRSITF
666
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.4M +$234K +1,298 +8%
KWM
667
Kingsview Wealth Management
Oregon
$3.39M +$1.05M +5,822 +47%
WSCM
668
Wellington Shields Capital Management
New York
$3.37M -$578K -3,203 -15%
SWM
669
Salvus Wealth Management
New Jersey
$3.37M +$89.6K +496 +3%
BFA
670
Bill Few Associates
Pennsylvania
$3.33M
CA
671
Callahan Advisors
Texas
$3.32M +$9.21K +51 +0.3%
SFI
672
Siemens Fonds Invest
Germany
$3.32M -$38.3K -212 -1%
OLA
673
Oliver Luxxe Assets
New Jersey
$3.31M +$2.83M +15,662 +767%
Lido Advisors
674
Lido Advisors
California
$3.29M +$136K +753 +4%
SPC
675
Sigma Planning Corp
Michigan
$3.28M -$234K -1,296 -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.