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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
CIP
651
Chartwell Investment Partners
Pennsylvania
$2.91M +$632K +3,828 +22%
KRSITF
652
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.89M +$444K +2,685 +15%
HSA
653
Hussman Strategic Advisors
Maryland
$2.88M +$3.43M +20,750 New
DA
654
DCM Advisors
New York
$2.87M +$195K +1,183 +6%
CIM
655
Chapman Investment Management
California
$2.87M -$67.1K -406 -2%
Credit Agricole
656
Credit Agricole
France
$2.86M +$3.41M +20,630 +64,469%
AP
657
Americana Partners
Texas
$2.84M +$1.7M +10,285 +101%
ACIM
658
Azimuth Capital Investment Management
Michigan
$2.84M +$3.39M +20,500 New
AC
659
Allstate Corporation
Illinois
$2.84M -$2.82M -17,055 -45%
SAIG
660
Semper Augustus Investments Group
Colorado
$2.83M -$28.6K -173 -0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
661
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.82M +$3.26M +19,741 +3,133%
TPCW
662
TD Private Client Wealth
New York
$2.81M +$16.8K +102 +0.5%
SIM
663
Stratos Investment Management
Ohio
$2.81M +$70.7K +428 +2%
VIA
664
Vident Investment Advisory
Georgia
$2.8M -$181K -1,096 -5%
SEC
665
Seven Eight Capital
New York
$2.79M +$2.44M +14,780 +277%
GPTE
666
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.79M
BW
667
Bison Wealth
Georgia
$2.75M +$165 +1 +0%
PRS
668
Pinkerton Retirement Specialists
Idaho
$2.74M -$37K -224 -1%
ECM
669
Everence Capital Management
Indiana
$2.74M
ASN
670
Advisory Services Network
Georgia
$2.73M +$167K +1,013 +5%
RJT
671
Raymond James Trust
Florida
$2.72M +$33.9K +205 +1%
MKA
672
M. Kulyk & Associates
Georgia
$2.71M -$60.5K -366 -2%
AWM
673
Avior Wealth Management
Nebraska
$2.71M +$119K +721 +4%
GP
674
Girard Partners
Pennsylvania
$2.68M +$533K +3,227 +20%
Federated Hermes
675
Federated Hermes
Pennsylvania
$2.67M -$1.03M -6,209 -24%

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.