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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
EWM
751
Evercore Wealth Management
New York
$2.12M +$38K +230 +2%
SPC
752
Sigma Planning Corp
Michigan
$2.11M -$388K -2,347 -13%
H6H
753
Hightower 6M Holding
Kansas
$2.11M -$28.4K -172 -1%
BAM
754
Brave Asset Management
New Jersey
$2.1M
RCAG
755
Rehmann Capital Advisory Group
Michigan
$2.1M -$2.64K -16 -0.1%
RCA
756
Resonant Capital Advisors
Wisconsin
$2.09M -$86.2K -522 -3%
GCM
757
Graham Capital Management
Connecticut
$2.09M +$1.69M +10,241 +211%
WOC
758
West Oak Capital
California
$2.08M -$114K -693 -4%
BFA
759
Brendel Financial Advisors
New Hampshire
$2.08M +$7.1K +43 +0.3%
VI
760
Vestcor Inc
New Brunswick, Canada
$2.08M +$761K +4,607 +44%
HIM
761
Hotaling Investment Management
Pennsylvania
$2.06M +$56.3K +341 +2%
PI
762
Pettee Investors
Connecticut
$2.06M +$25.6K +155 +1%
ACM
763
Aquatic Capital Management
Illinois
$2.05M +$2.44M +14,800 New
TC
764
TownSquare Capital
Utah
$2.04M +$224K +1,356 +10%
BSW
765
Buckingham Strategic Wealth
Missouri
$2.02M +$60.1K +364 +3%
KCM
766
Kanawha Capital Management
Virginia
$1.98M +$114K +690 +5%
WAC
767
William Allan Corp
Colorado
$1.97M +$622K +3,764 +36%
PCOC
768
Power Corp of Canada
Canada
$1.96M -$1.1M -6,678 -32%
RGI
769
River Global Investors
United Kingdom
$1.94M -$406K -2,455 -15%
PAM
770
Private Asset Management
California
$1.93M
PI
771
PEAK6 Investments
Illinois
$1.92M -$517K -3,131 -22%
LC
772
Lincoln Capital
Nebraska
$1.92M -$11.1K -67 -0.5%
BP
773
BBR Partners
New York
$1.92M
GWCM
774
Godshalk Welsh Capital Management
Pennsylvania
$1.92M +$7.6K +46 +0.3%
SC
775
Sawyer & Company
Massachusetts
$1.9M -$30.6K -185 -1%

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.