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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
GD
676
Grandfield & Dodd
New York
$2.57M -$352K -2,323 -11%
KWM
677
Kingsview Wealth Management
Oregon
$2.57M +$128K +844 +5%
NGA
678
Naples Global Advisors
Florida
$2.56M +$57.5K +380 +2%
RJT
679
Raymond James Trust
Florida
$2.55M -$105K -694 -4%
SIM
680
Stratos Investment Management
Ohio
$2.55M -$214K -1,413 -7%
MVA
681
Mount Vernon Associates
Maryland
$2.54M +$33.3K +220 +1%
EGM
682
Engineers Gate Manager
New York
$2.54M -$3.53M -23,338 -55%
CIC
683
Chase Investment Counsel
Virginia
$2.53M -$27.4K -181 -1%
VIA
684
Vident Investment Advisory
Georgia
$2.51M -$51.6K -341 -2%
OLA
685
Oliver Luxxe Assets
New Jersey
$2.51M +$80.8K +534 +3%
LG
686
LaFleur & Godfrey
Michigan
$2.5M +$201K +1,325 +8%
PCI
687
Pacifica Capital Investments
Texas
$2.48M
CA
688
Clearstead Advisors
Ohio
$2.48M -$111K -731 -4%
NIG
689
NFJ Investment Group
Texas
$2.46M -$2.6M -17,156 -48%
WA
690
WP Advisors
California
$2.46M +$8.63K +57 +0.3%
IEFM
691
IQ EQ Fund Management
Ireland
$2.46M -$154K -1,015 -5%
SWM
692
Salvus Wealth Management
New Jersey
$2.44M -$2.27K -15 -0.1%
LNC
693
Lincoln National Corp
Pennsylvania
$2.44M +$148K +977 +6%
RIM
694
Regent Investment Management
Kentucky
$2.44M +$154K +1,020 +6%
IVP
695
Intrinsic Value Partners
Arizona
$2.42M -$165K -1,090 -6%
CA
696
Callahan Advisors
Texas
$2.41M +$14.7K +97 +0.5%
BB
697
Busey Bank
Illinois
$2.41M -$2.88K -19 -0.1%
QT
698
Quantbot Technologies
New York
$2.4M -$42.5K -281 -2%
EWA
699
EP Wealth Advisors
California
$2.39M +$93.8K +620 +4%
BL
700
BFSG LLC
California
$2.38M +$57.5K +380 +2%

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.