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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
WG
776
Welch Group
Alabama
$1.77M
QI
777
QV Investors
Alberta, Canada
$1.76M
PI
778
PEAK6 Investments
Illinois
$1.76M +$303K +2,004 +18%
CCP
779
Corient Capital Partners
California
$1.76M
SAM
780
Sawgrass Asset Management
Florida
$1.75M -$22.1K -146 -1%
BFO
781
Boston Family Office
Massachusetts
$1.75M
BP
782
BBR Partners
New York
$1.74M -$151K -997 -7%
GSB
783
Greenfield Savings Bank
Massachusetts
$1.74M -$22.1K -146 -1%
RGI
784
River Global Investors
United Kingdom
$1.73M -$174K -1,150 -8%
QCG
785
Quadrant Capital Group
Ohio
$1.73M +$70.1K +463 +4%
SC
786
SouthState Corp
Florida
$1.73M -$22.9K -151 -1%
GCM
787
Graham Capital Management
Connecticut
$1.72M -$355K -2,343 -16%
PH
788
Pinnacle Holdings
Oklahoma
$1.72M +$19.4K +128 +1%
BP
789
Ballentine Partners
Massachusetts
$1.72M +$152K +1,001 +9%
JCM
790
Jacobi Capital Management
Pennsylvania
$1.72M +$3.33K +22 +0.2%
BZWA
791
Blue Zone Wealth Advisors
California
$1.72M -$1.41M -9,300 -42%
WPW
792
Warther Private Wealth
Ohio
$1.71M +$575K +3,800 +43%
MMPW
793
Mitchell McLeod Pugh & Williams
Alabama
$1.7M +$33.3K +220 +2%
BFA
794
Buttonwood Financial Advisors
Maryland
$1.69M -$7.57K -50 -0.4%
ACP
795
Aviance Capital Partners
Florida
$1.69M
NHC
796
Nicholas Hoffman & Company
Georgia
$1.69M +$122K +807 +7%
SSWM
797
Smith Salley Wealth Management
North Carolina
$1.69M +$2.12K +14 +0.1%
Wolverine Trading
798
Wolverine Trading
Illinois
$1.68M -$2.05M -13,550 -53%
CCG
799
Ceeto Capital Group
Florida
$1.67M
PCA
800
Personal Capital Advisors
California
$1.67M +$70.1K +463 +4%

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.