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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
CCM
726
Condor Capital Management
New Jersey
$2.17M +$14.1K +93 +0.6%
PCOC
727
Power Corp of Canada
Canada
$2.17M +$288K +1,902 +13%
BA
728
Bennicas & Associates
California
$2.17M -$18.9K -125 -0.8%
SCC
729
Steel Canyon Capital
Arizona
$2.16M -$1.15M -7,580 -32%
TC
730
TownSquare Capital
Utah
$2.16M +$193K +1,273 +9%
SAM
731
Selway Asset Management
$2.14M +$6.81K +45 +0.3%
Lido Advisors
732
Lido Advisors
California
$2.13M -$158K -1,042 -6%
BBWA
733
Bell & Brown Wealth Advisors
California
$2.12M -$19.1K -126 -0.8%
PFSC
734
Peoples Financial Services Corp
Pennsylvania
$2.12M +$11.4K +75 +0.5%
MNBTD
735
Moody National Bank Trust Division
Texas
$2.11M
EF
736
Empirical Finance
Pennsylvania
$2.1M +$373K +2,464 +19%
WAC
737
William Allan Corp
Colorado
$2.08M +$189K +1,251 +9%
HIM
738
Hotaling Investment Management
Pennsylvania
$2.08M +$78.9K +521 +3%
EWM
739
Evercore Wealth Management
New York
$2.08M +$16.2K +107 +0.7%
VAS
740
Vestmark Advisory Solutions
Massachusetts
$2.08M -$419K -2,771 -15%
CAM
741
Columbia Asset Management
Michigan
$2.07M -$107K -704 -4%
HTC
742
Haverford Trust Company
Pennsylvania
$2.07M -$201K -1,325 -8%
EIM
743
Essex Investment Management
Massachusetts
$2.06M -$44.2K -292 -2%
WWM
744
Western Wealth Management
Colorado
$2.05M -$577K -3,813 -20%
Jennison Associates
745
Jennison Associates
New York
$2.04M -$109K -718 -5%
VI
746
Vestcor Inc
New Brunswick, Canada
$2.04M +$9.38K +62 +0.4%
PRC
747
Pearl River Capital
Michigan
$2.02M +$1.58M +10,422 +228%
AFM
748
Anson Funds Management
Texas
$2.02M +$2.27M +15,000 New
WOC
749
West Oak Capital
California
$2.02M -$12.1K -80 -0.5%
RCAG
750
Rehmann Capital Advisory Group
Michigan
$2.01M -$36.2K -239 -2%

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.