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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
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$2.31M +$341K +2,065 +14%
CFGS
727
Concourse Financial Group Securities
Alabama
$2.29M +$35.2K +213 +1%
IMC Chicago
728
IMC Chicago
Illinois
$2.29M +$2.73M +16,533 New
MCM
729
Murphy Capital Management
New Jersey
$2.29M -$79.3K -480 -3%
SCM
730
Silvant Capital Management
Georgia
$2.27M +$1.98K +12 +0.1%
NG
731
Northstar Group
New York
$2.26M -$16.2K -98 -0.6%
TBA
732
Tower Bridge Advisors
Pennsylvania
$2.26M +$24.8K +150 +0.9%
TW
733
TrinityPoint Wealth
Connecticut
$2.25M +$143K +863 +6%
BA
734
Bennicas & Associates
California
$2.24M -$8.26K -50 -0.3%
FIM
735
Fruth Investment Management
Texas
$2.24M -$19K -115 -1%
GT
736
Glenview Trust
Kentucky
$2.23M -$25.4K -154 -0.9%
CAM
737
Columbia Asset Management
Michigan
$2.23M +$2.65M +16,052 New
GHAM
738
Gilman Hill Asset Management
Connecticut
$2.22M +$367K +2,220 +16%
RIM
739
Reynolds Investment Management
South Carolina
$2.22M -$11.2K -68 -0.4%
CCM
740
Condor Capital Management
New Jersey
$2.22M -$18K -109 -0.7%
Jennison Associates
741
Jennison Associates
New York
$2.2M -$1.2M -7,249 -31%
BBWA
742
Bell & Brown Wealth Advisors
California
$2.2M -$93.3K -565 -3%
EHWM
743
Eads & Heald Wealth Management
Georgia
$2.2M -$37.2K -225 -1%
SAM
744
Selway Asset Management
$2.19M -$4.13K -25 -0.2%
MNBTD
745
Moody National Bank Trust Division
Texas
$2.17M -$1.03M -6,248 -29%
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$2.17M +$12.4K +75 +0.5%
FMI
747
F/M Investments
District of Columbia
$2.17M +$2.17M +13,111 New
EIM
748
Essex Investment Management
Massachusetts
$2.15M -$471K -2,851 -16%
AAS
749
Avantax Advisory Services
Texas
$2.13M -$947K -5,732 -27%
TCM
750
Teza Capital Management
Illinois
$2.13M +$1.45M +8,782 +134%

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.