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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
BBWA
701
Bell & Brown Wealth Advisors
California
$3.07M -$126K -698 -4%
RGI
702
River Global Investors
United Kingdom
$3.07M -$614K -3,400 -17%
SCM
703
Silvant Capital Management
Georgia
$3.05M -$67K -371 -2%
CFGS
704
Concourse Financial Group Securities
Alabama
$3.04M +$228K +1,260 +8%
GT
705
Glenview Trust
Kentucky
$3.04M -$249K -1,380 -8%
BA
706
Bennicas & Associates
California
$3.03M -$33.8K -187 -1%
TBA
707
Tower Bridge Advisors
Pennsylvania
$3.03M +$40.6K +225 +1%
CCM
708
Condor Capital Management
New Jersey
$3.01M -$82.7K -458 -3%
GAM
709
Gotham Asset Management
New York
$3.01M +$141K +782 +5%
RIM
710
Reynolds Investment Management
South Carolina
$3.01M +$2.9M +16,084 New
GP
711
Girard Partners
Pennsylvania
$3.01M +$1.76M +9,764 +155%
EHWM
712
Eads & Heald Wealth Management
Georgia
$3M -$156K -862 -5%
SAM
713
Selway Asset Management
$2.96M -$9.03K -50 -0.3%
AA
714
ALPS Advisors
Colorado
$2.95M -$118K -652 -4%
WOC
715
West Oak Capital
California
$2.94M -$92.1K -510 -3%
RCA
716
Resonant Capital Advisors
Wisconsin
$2.91M +$126K +695 +5%
JSC
717
Jackson Square Capital
California
$2.91M -$60.1K -333 -2%
PFSC
718
Peoples Financial Services Corp
Pennsylvania
$2.91M -$129K -716 -4%
TW
719
TrinityPoint Wealth
Connecticut
$2.88M -$200K -1,108 -7%
H6H
720
Hightower 6M Holding
Kansas
$2.87M +$2.78M +15,368 New
BAM
721
Brave Asset Management
New Jersey
$2.83M
TPM
722
Triasima Portfolio Management
Quebec, Canada
$2.83M +$1.49M +8,255 +120%
RCAG
723
Rehmann Capital Advisory Group
Michigan
$2.83M +$296K +1,640 +12%
EWM
724
Evercore Wealth Management
New York
$2.82M -$34.7K -192 -1%
III
725
Independent Investors Inc
New York
$2.81M

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.