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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
IEFM
676
IQ EQ Fund Management
Ireland
$2.66M -$719K -4,352 -18%
LCM
677
Landscape Capital Management
New Jersey
$2.66M -$6.19M -37,475 -66%
GTCM
678
Gyon Technologies Capital Management
New Jersey
$2.65M +$2.23M +13,515 +240%
CA
679
Clearstead Advisors
Ohio
$2.65M +$65.1K +394 +2%
IVP
680
Intrinsic Value Partners
Arizona
$2.64M -$130K -785 -4%
SSW
681
Stone Summit Wealth
Florida
$2.64M +$295K +1,785 +10%
CIC
682
Chase Investment Counsel
Virginia
$2.63M -$225K -1,361 -7%
WWM
683
Western Wealth Management
Colorado
$2.62M -$498K -3,017 -14%
Cetera Investment Advisers
684
Cetera Investment Advisers
Illinois
$2.62M -$519K -3,140 -14%
IC
685
Inscription Capital
Texas
$2.61M +$3.1M +18,796 New
HVIA
686
Hudson Valley Investment Advisors
New York
$2.6M +$276K +1,672 +10%
DTL
687
Dynamic Technology Lab
Singapore
$2.59M +$2.87M +17,383 +1,309%
RWA
688
Ropes Wealth Advisors
Massachusetts
$2.59M
NGA
689
Naples Global Advisors
Florida
$2.59M +$328K +1,984 +12%
MVA
690
Mount Vernon Associates
Maryland
$2.58M +$8.26K +50 +0.3%
AWM
691
Altium Wealth Management
New York
$2.56M +$269K +1,626 +10%
PCI
692
Pacifica Capital Investments
Texas
$2.55M
TLP
693
Trinity Legacy Partners
Texas
$2.55M +$2.31M +13,981 +337%
BOS
694
Bank of Stockton
California
$2.53M +$223K +1,348 +8%
AssetMark Inc
695
AssetMark Inc
California
$2.53M +$1.24M +7,486 +69%
KWM
696
Kingsview Wealth Management
Oregon
$2.52M +$13.5K +82 +0.5%
VAS
697
Vestmark Advisory Solutions
Massachusetts
$2.52M -$181K -1,098 -6%
WA
698
WP Advisors
California
$2.52M -$29.4K -178 -1%
SWM
699
Salvus Wealth Management
New Jersey
$2.51M +$9.09K +55 +0.3%
QT
700
Quantbot Technologies
New York
$2.51M +$2.99M +18,083 New

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.