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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
CC
676
Courier Capital
New York
$3.28M -$32.5K -180 -1%
WCM
677
Wisconsin Capital Management
Wisconsin
$3.26M +$3.15M +17,440 New
LG
678
LaFleur & Godfrey
Michigan
$3.26M +$75.8K +420 +2%
EWA
679
EP Wealth Advisors
California
$3.25M -$107K -594 -3%
BFIM
680
Beese Fulmer Investment Management
Ohio
$3.25M -$45.1K -250 -1%
BDWM
681
Brewin Dolphin Wealth Management
Ireland
$3.23M
ECM
682
Elgethun Capital Management
South Dakota
$3.23M -$5.96K -33 -0.2%
RIM
683
Redpoint Investment Management
Australia
$3.22M
SSW
684
Stone Summit Wealth
Florida
$3.22M +$605K +3,349 +24%
CNC
685
Canandaigua National Corp
New York
$3.22M -$15.7K -87 -0.5%
DHFB
686
Dixon Hubard Feinour & Brown
Virginia
$3.21M -$134K -744 -4%
CIP
687
Chartwell Investment Partners
Pennsylvania
$3.21M -$873K -4,835 -22%
HVIA
688
Hudson Valley Investment Advisors
New York
$3.2M -$67.4K -373 -2%
MCM
689
Murphy Capital Management
New Jersey
$3.17M -$181K -1,000 -6%
BOS
690
Bank of Stockton
California
$3.16M +$270K +1,494 +10%
AAM
691
Arabesque Asset Management
United Kingdom
$3.15M -$31.2K -173 -1%
AWM
692
Altium Wealth Management
New York
$3.15M -$221K -1,226 -7%
RIM
693
Regent Investment Management
Kentucky
$3.15M -$9.03K -50 -0.3%
MWM
694
Modera Wealth Management
New Jersey
$3.12M -$1.05M -5,833 -26%
GT
695
Greenleaf Trust
Michigan
$3.11M +$340K +1,884 +13%
SC
696
Scotia Capital
Ontario, Canada
$3.11M -$767K -4,246 -20%
NGA
697
Naples Global Advisors
Florida
$3.1M -$20.8K -115 -0.7%
WTA
698
Washington Trust Advisors
Massachusetts
$3.1M -$132K -730 -4%
LSA
699
L & S Advisors
California
$3.07M -$3.3M -18,251 -53%
NG
700
Northstar Group
New York
$3.07M +$542 +3 +0%

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.