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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
KSWA
651
Kathleen S. Wright Associates
Pennsylvania
$2.86M
NO
652
Ninety One
South Africa
$2.86M +$2.62M +17,326 +505%
Cerity Partners
653
Cerity Partners
New York
$2.86M -$908 -6 -0%
AP
654
Americana Partners
Texas
$2.83M +$70.2K +464 +2%
TPCW
655
TD Private Client Wealth
New York
$2.78M +$44.8K +296 +1%
CAM
656
Cresset Asset Management
Illinois
$2.76M -$569K -3,756 -16%
HI
657
Horizon Investments
North Carolina
$2.76M -$265K -1,748 -8%
RWA
658
Ropes Wealth Advisors
Massachusetts
$2.74M +$244K +1,610 +9%
BW
659
Bison Wealth
Georgia
$2.74M +$72K +476 +2%
WIS
660
Wright Investors Service
Connecticut
$2.74M +$1.25M +8,248 +69%
GPTE
661
Generali Powszechne Towarzystwo Emerytalne
Poland
$2.71M
ACIM
662
Azimuth Capital Investment Management
Michigan
$2.7M -$70.4K -465 -2%
AWM
663
Avior Wealth Management
Nebraska
$2.7M +$70.4K +465 +2%
DA
664
DCM Advisors
New York
$2.69M -$114K -756 -4%
HVIA
665
Hudson Valley Investment Advisors
New York
$2.69M +$176K +1,166 +6%
SSW
666
Stone Summit Wealth
Florida
$2.69M +$134K +882 +5%
GT
667
Greenleaf Trust
Michigan
$2.68M +$331K +2,185 +12%
ECM
668
Everence Capital Management
Indiana
$2.67M
MKA
669
M. Kulyk & Associates
Georgia
$2.64M
GSC
670
G&S Capital
Colorado
$2.64M +$2.59M +17,104 +701%
Acadian Asset Management
671
Acadian Asset Management
Massachusetts
$2.62M -$3.06M -20,246 -51%
ASN
672
Advisory Services Network
Georgia
$2.59M -$66.8K -441 -2%
BCM
673
Brookstone Capital Management
Illinois
$2.59M +$1.32M +8,737 +86%
Federated Hermes
674
Federated Hermes
Pennsylvania
$2.58M -$18.3K -121 -0.6%
TLP
675
Trinity Legacy Partners
Texas
$2.58M +$151K +999 +6%

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.