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American Express

2,063 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, 807 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: 1,9982,063 (+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: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
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
807
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
SGA
51
Sustainable Growth Advisers
Connecticut
$296M -$47M -260,038 -14%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$284M +$1.26M +6,996 +0.5%
Alkeon Capital Management
53
Alkeon Capital Management
New York
$283M +$273M +1,512,619 New
SCM
54
Smead Capital Management
Arizona
$283M +$39.6M +219,130 +17%
ClearBridge Investments
55
ClearBridge Investments
New York
$271M -$2.99M -16,538 -1%
Barclays
56
Barclays
United Kingdom
$267M -$220M -1,217,248 -46%
CS
57
Credit Suisse
Switzerland
$265M +$28.7M +159,019 +13%
EVM
58
Eaton Vance Management
Massachusetts
$263M +$29.4M +162,844 +13%
PAMS
59
Pictet Asset Management (Switzerland)
Switzerland
$251M -$17.2M -95,487 -7%
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$243M -$23.6M -130,635 -9%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$242M +$124M +685,478 +113%
BGC
62
Beutel, Goodman & Co
Ontario, Canada
$236M +$30.2M +167,162 +15%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$234M -$19.9M -110,037 -8%
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$232M +$81.8M +453,028 +58%
Aberdeen Group
65
Aberdeen Group
United Kingdom
$229M -$7.54M -41,743 -3%
MIHAS
66
Maj Invest Holding A/S
Denmark
$221M -$591K -3,270 -0.3%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$214M -$15.9M -87,928 -7%
First Trust Advisors
68
First Trust Advisors
Illinois
$212M +$8.45M +46,778 +4%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$210M -$2.86M -15,851 -1%
Axa
70
Axa
France
$204M +$19M +105,004 +11%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$203M -$847K -4,690 -0.4%
Prudential Financial
72
Prudential Financial
New Jersey
$175M +$69.9M +387,115 +71%
GF
73
Gabelli Funds
New York
$167M -$6.29M -34,850 -4%
GI
74
GAMCO Investors
Connecticut
$163M -$6.9M -38,207 -4%
National Pension Service
75
National Pension Service
South Korea
$161M -$3.73M -20,628 -2%

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 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 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 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.