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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
MGIA
776
Moneta Group Investment Advisors
Missouri
$1.9M +$716K +4,337 +46%
GWM
777
Geneos Wealth Management
Colorado
$1.9M +$972K +5,884 +77%
SWMG
778
Signature Wealth Management Group
Georgia
$1.89M +$94.8K +574 +4%
GCC
779
Guardian Capital (Canada)
Ontario, Canada
$1.88M +$198K +1,200 +10%
IAS
780
Investment Advisory Services
Texas
$1.87M -$165K -998 -7%
FSA
781
Fort Sheridan Advisors
Illinois
$1.87M +$30.1K +182 +1%
V
782
ValueWorks
New York
$1.87M -$242K -1,464 -10%
SBIA
783
Sheaff Brock Investment Advisors
Indiana
$1.86M -$4.63K -28 -0.2%
AIM
784
AHL Investment Management
Florida
$1.85M +$53.4K +323 +2%
APA
785
American Portfolios Advisors
New York
$1.85M -$186K -1,127 -8%
WGCA
786
Wolf Group Capital Advisors
Virginia
$1.84M +$347K +2,101 +19%
TCPWM
787
Traverso Chambers Private Wealth Management
California
$1.83M
BFA
788
Benedict Financial Advisors
Georgia
$1.82M -$1.65K -10 -0.1%
SAM
789
Sawgrass Asset Management
Florida
$1.82M -$75.2K -455 -3%
WG
790
Welch Group
Alabama
$1.82M +$4.13K +25 +0.2%
AA
791
ALPS Advisors
Colorado
$1.81M -$445K -2,695 -17%
EF
792
Empirical Finance
Pennsylvania
$1.81M +$110K +668 +5%
QI
793
QV Investors
Alberta, Canada
$1.81M
GSB
794
Greenfield Savings Bank
Massachusetts
$1.8M +$2.15M +13,005 New
SC
795
SouthState Corp
Florida
$1.79M +$22.1K +134 +1%
BFO
796
Boston Family Office
Massachusetts
$1.79M +$178K +1,079 +9%
ACP
797
Ashfield Capital Partners
California
$1.78M
JCM
798
Jacobi Capital Management
Pennsylvania
$1.76M +$234K +1,418 +13%
CCP
799
Corient Capital Partners
California
$1.76M +$92.3K +559 +5%
FWM
800
Frontier Wealth Management
Missouri
$1.76M -$110K -665 -5%

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.