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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
PH
801
Pinnacle Holdings
Oklahoma
$1.75M +$23.3K +141 +1%
KIA
802
KCM Investment Advisors
California
$1.75M -$30.9K -187 -1%
ACP
803
Aviance Capital Partners
Florida
$1.74M +$165 +1 +0%
IA
804
Icon Advisers
Colorado
$1.73M
SSWM
805
Smith Salley Wealth Management
North Carolina
$1.73M +$102K +616 +5%
CCG
806
Ceeto Capital Group
Florida
$1.73M +$165K +1,000 +9%
MC
807
Moors & Cabot
Massachusetts
$1.72M +$182K +1,102 +10%
CA
808
Cetera Advisors
Colorado
$1.72M -$133K -806 -6%
QCG
809
Quadrant Capital Group
Ohio
$1.71M -$47.1K -285 -2%
MMPW
810
Mitchell McLeod Pugh & Williams
Alabama
$1.71M -$9.09K -55 -0.4%
Bank Julius Baer & Co
811
Bank Julius Baer & Co
Switzerland
$1.71M +$73.8K +447 +4%
CG
812
Cutler Group
California
$1.7M -$2.81M -16,997 -58%
CCM
813
Cinctive Capital Management
New York
$1.7M +$2.02M +12,251 New
SA
814
SRN Advisors
Pennsylvania
$1.7M -$1.45M -8,773 -42%
MA
815
Montag & Associates
Georgia
$1.69M -$165K -1,000 -8%
RHBC
816
R.H. Bluestein & Co
Michigan
$1.69M +$68.7K +416 +4%
CI
817
CX Institutional
Indiana
$1.69M +$316K +1,913 +19%
IA
818
IFG Advisory
Georgia
$1.69M -$68.1K -412 -3%
EAM
819
Erste Asset Management
Austria
$1.69M +$433K +2,621 +28%
CCFCSB
820
Cape Cod Five Cents Savings Bank
Massachusetts
$1.68M -$18.3K -111 -0.9%
BCM
821
Bayesian Capital Management
New York
$1.68M +$346K +2,092 +21%
AAM
822
Arabesque Asset Management
United Kingdom
$1.67M -$796K -4,817 -29%
CA
823
CSM Advisors
Pennsylvania
$1.67M +$84.2K +510 +4%
WIS
824
Wright Investors Service
Connecticut
$1.67M +$49.2K +298 +3%
BFA
825
Buttonwood Financial Advisors
Maryland
$1.67M -$31.5K -191 -2%

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.