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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
CG
701
Cutler Group
California
$2.37M +$801K +5,294 +43%
ECM
702
Elgethun Capital Management
South Dakota
$2.37M +$24.8K +164 +0.9%
CNC
703
Canandaigua National Corp
New York
$2.37M -$70.7K -467 -3%
CC
704
Courier Capital
New York
$2.35M
IC
705
IEQ Capital
California
$2.34M +$1.11M +7,307 +73%
BFA
706
Bill Few Associates
Pennsylvania
$2.34M -$71.9K -475 -3%
GHAM
707
Gilman Hill Asset Management
Connecticut
$2.34M +$199K +1,312 +8%
FC
708
FORA Capital
Florida
$2.33M -$726K -4,798 -22%
BOS
709
Bank of Stockton
California
$2.32M -$157K -1,039 -6%
AS
710
Altshuler Shaham
Israel
$2.32M -$988K -6,526 -28%
BAM
711
Brave Asset Management
New Jersey
$2.28M +$260K +1,715 +11%
RCM
712
RNC Capital Management
California
$2.26M -$158K -1,046 -6%
WSTAM
713
Wilbanks Smith & Thomas Asset Management
Virginia
$2.25M +$12.9K +85 +0.5%
SFI
714
Siemens Fonds Invest
Germany
$2.25M -$120K -794 -5%
BSW
715
Buckingham Strategic Wealth
Missouri
$2.25M +$324K +2,143 +15%
BFIM
716
Beese Fulmer Investment Management
Ohio
$2.25M -$46.8K -309 -2%
IA
717
IFG Advisory
Georgia
$2.25M +$683K +4,513 +37%
NG
718
Northstar Group
New York
$2.2M +$605 +4 +0%
IWC
719
Integrated Wealth Concepts
Massachusetts
$2.2M -$235K -1,552 -9%
SCM
720
Silvant Capital Management
Georgia
$2.2M -$9.54K -63 -0.4%
GT
721
Glenview Trust
Kentucky
$2.19M +$20.7K +137 +0.9%
H6H
722
Hightower 6M Holding
Kansas
$2.19M +$155K +1,025 +7%
TBA
723
Tower Bridge Advisors
Pennsylvania
$2.18M -$22.7K -150 -0.9%
ACM
724
AlphaCrest Capital Management
New York
$2.18M -$5.54M -36,576 -69%
EHWM
725
Eads & Heald Wealth Management
Georgia
$2.18M +$45K +297 +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.