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American Express

2,064 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, 808 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: 1,9992,064 (+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: 808

50% less call options, than puts

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

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
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
808
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
BFA
726
Brendel Financial Advisors
New Hampshire
$2.8M
V
727
ValueWorks
New York
$2.79M -$54K -299 -2%
SAM
728
Sompo Asset Management
Japan
$2.78M -$451K -2,500 -14%
PI
729
Pettee Investors
Connecticut
$2.75M
1IA
730
1834 Investment Advisors
Wisconsin
$2.74M -$693K -3,840 -21%
HIM
731
Hotaling Investment Management
Pennsylvania
$2.72M -$804K -4,452 -23%
APA
732
American Portfolios Advisors
New York
$2.71M +$165K +911 +7%
IC
733
IEQ Capital
California
$2.71M -$78.7K -436 -3%
IAS
734
Investment Advisory Services
Texas
$2.71M +$321K +1,779 +14%
SJIA
735
St. James Investment Advisors
New York
$2.68M +$117K +650 +5%
SCP
736
Sandhill Capital Partners
New York
$2.65M +$223K +1,236 +10%
BSW
737
Buckingham Strategic Wealth
Missouri
$2.65M -$15.2K -84 -0.6%
PI
738
PEAK6 Investments
Illinois
$2.65M +$2.56M +14,180 New
Two Sigma Advisers
739
Two Sigma Advisers
New York
$2.64M +$1.32M +7,300 +107%
AT
740
American Trust
Kentucky
$2.62M +$1.77M +9,791 +232%
LC
741
Lincoln Capital
Nebraska
$2.61M +$560K +3,100 +29%
PAM
742
Private Asset Management
California
$2.6M -$60.5K -335 -2%
SC
743
Sawyer & Company
Massachusetts
$2.59M -$11.4K -63 -0.5%
BP
744
BBR Partners
New York
$2.59M -$1.63K -9 -0.1%
HSA
745
HBK Sorce Advisory
Pennsylvania
$2.59M -$360K -1,995 -13%
GHAM
746
Gilman Hill Asset Management
Connecticut
$2.58M -$54.2K -300 -2%
GWCM
747
Godshalk Welsh Capital Management
Pennsylvania
$2.58M -$30.3K -168 -1%
TSS
748
Two Sigma Securities
New York
$2.54M +$1.66M +9,203 +210%
KCM
749
Kanawha Capital Management
Virginia
$2.54M -$18.1K -100 -0.7%
HPCM
750
High Pointe Capital Management
Illinois
$2.54M -$213K -1,180 -8%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 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 808 trimmed.

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

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 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.