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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
Citadel Advisors
51
Citadel Advisors
Florida
$196M +$41M +270,831 +23%
CS
52
Credit Suisse
Switzerland
$190M +$3.5M +23,113 +2%
PAMS
53
Pictet Asset Management (Switzerland)
Switzerland
$189M +$22.3M +147,183 +12%
TAM
54
Troy Asset Management
United Kingdom
$188M -$137M -904,434 -39%
MIHAS
55
Maj Invest Holding A/S
Denmark
$187M +$31.9M +210,675 +18%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$185M +$30.5M +201,289 +17%
Millennium Management
57
Millennium Management
New York
$185M +$4.91M +32,471 +2%
Aberdeen Group
58
Aberdeen Group
United Kingdom
$184M +$32.3M +213,378 +19%
EVM
59
Eaton Vance Management
Massachusetts
$183M -$1.12M -7,382 -0.5%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$182M -$8.83M -58,318 -4%
UBS Group
61
UBS Group
Switzerland
$178M -$49.5M -327,076 -20%
ClearBridge Investments
62
ClearBridge Investments
New York
$174M -$24.3M -160,782 -11%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$153M +$3.84M +25,362 +2%
First Trust Advisors
64
First Trust Advisors
Illinois
$153M -$14.3M -94,257 -8%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$149M -$1.32M -8,716 -0.8%
Axa
66
Axa
France
$147M +$1.29M +8,506 +0.8%
DSA
67
Davis Selected Advisers
Arizona
$146M -$1.56M -10,314 -0.9%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$143M -$9.03M -59,640 -5%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$142M +$39M +257,417 +33%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$139M +$7.12M +47,055 +5%
National Pension Service
71
National Pension Service
South Korea
$130M +$2.6M +17,165 +2%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$126M +$62.2M +410,606 +78%
Harris Associates
73
Harris Associates
Illinois
$122M -$125M -823,186 -48%
GF
74
Gabelli Funds
New York
$116M -$1.3M -8,600 -1%
TAM
75
Timucuan Asset Management
Florida
$116M +$616K +4,068 +0.5%

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.