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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
Grantham, Mayo, Van Otterloo & Co (GMO)
51
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$216M -$10.2M -61,779 -4%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$209M -$15.3M -92,449 -6%
Barclays
53
Barclays
United Kingdom
$205M +$9.04M +54,753 +4%
ClearBridge Investments
54
ClearBridge Investments
New York
$201M -$12.7K -77 -0%
BGC
55
Beutel, Goodman & Co
Ontario, Canada
$196M +$24.4M +147,897 +12%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$195M -$18.8M -113,927 -7%
CS
57
Credit Suisse
Switzerland
$192M -$4.77M -28,896 -2%
EVM
58
Eaton Vance Management
Massachusetts
$189M -$7.24M -43,822 -3%
Millennium Management
59
Millennium Management
New York
$186M +$158M +959,051 +253%
PAMS
60
Pictet Asset Management (Switzerland)
Switzerland
$174M -$13.9M -83,996 -6%
First Trust Advisors
61
First Trust Advisors
Illinois
$170M +$14.8M +89,349 +8%
Lord, Abbett & Co
62
Lord, Abbett & Co
New Jersey
$166M -$15.6M -94,331 -7%
Citadel Advisors
63
Citadel Advisors
Florida
$164M +$176M +1,067,580 +938%
MIHAS
64
Maj Invest Holding A/S
Denmark
$163M -$1.2M -7,289 -0.6%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$162M -$13.3M -80,620 -6%
Aberdeen Group
66
Aberdeen Group
United Kingdom
$159M -$9.93M -60,140 -5%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$155M -$4.11M -24,881 -2%
CWP
68
Capital Wealth Planning
Florida
$154M +$183M +1,107,545 +17,319%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$154M -$1.5M -9,089 -0.8%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$154M +$3.66M +22,174 +2%
DSA
71
Davis Selected Advisers
Arizona
$151M -$91.1M -551,790 -34%
Axa
72
Axa
France
$150M -$2.25M -13,596 -1%
Schroder Investment Management Group
73
Schroder Investment Management Group
United Kingdom
$137M -$48.7M -294,863 -23%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$134M -$45.6M -276,120 -22%
National Pension Service
75
National Pension Service
South Korea
$128M +$10.2M +61,829 +7%

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.