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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
OLA
701
Oliver Luxxe Assets
New Jersey
$2.5M +$61.3K +371 +2%
CNC
702
Canandaigua National Corp
New York
$2.5M +$133K +808 +5%
IWC
703
Integrated Wealth Concepts
Massachusetts
$2.48M +$846K +5,120 +40%
BB
704
Busey Bank
Illinois
$2.48M -$61.8K -374 -2%
BFA
705
Bill Few Associates
Pennsylvania
$2.47M
RCM
706
RNC Capital Management
California
$2.46M -$243K -1,473 -8%
CA
707
Callahan Advisors
Texas
$2.46M +$165 +1 +0%
EP
708
Eudaimonia Partners
Tennessee
$2.45M -$786K -4,761 -21%
GT
709
Greenleaf Trust
Michigan
$2.45M +$166K +1,002 +6%
Verition Fund Management
710
Verition Fund Management
Connecticut
$2.42M +$2.48M +14,999 +601%
SFI
711
Siemens Fonds Invest
Germany
$2.42M -$44.3K -268 -2%
CC
712
Courier Capital
New York
$2.42M -$16.5K -100 -0.6%
DHFB
713
Dixon Hubard Feinour & Brown
Virginia
$2.42M +$42.8K +259 +2%
RIM
714
Redpoint Investment Management
Australia
$2.41M +$28.6K +173 +1%
BDWM
715
Brewin Dolphin Wealth Management
Ireland
$2.4M
ECM
716
Elgethun Capital Management
South Dakota
$2.39M +$22.5K +136 +0.8%
BL
717
BFSG LLC
California
$2.39M +$2.85M +17,243 New
LG
718
LaFleur & Godfrey
Michigan
$2.38M -$41.3K -250 -1%
EWA
719
EP Wealth Advisors
California
$2.37M -$48.2K -292 -2%
LNC
720
Lincoln National Corp
Pennsylvania
$2.37M -$1.79M -10,829 -39%
RIM
721
Regent Investment Management
Kentucky
$2.36M +$36.3K +220 +1%
BFIM
722
Beese Fulmer Investment Management
Ohio
$2.36M -$64.4K -390 -2%
Lido Advisors
723
Lido Advisors
California
$2.33M -$122K -741 -4%
MWM
724
Modera Wealth Management
New Jersey
$2.31M -$3.96K -24 -0.1%
HTC
725
Haverford Trust Company
Pennsylvania
$2.31M -$695K -4,205 -20%

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.