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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
MC
801
Moors & Cabot
Massachusetts
$1.66M -$14.4K -95 -0.8%
MA
802
Montag & Associates
Georgia
$1.65M +$12.7K +84 +0.7%
ACP
803
Ashfield Capital Partners
California
$1.65M -$90.8K -600 -5%
CA
804
CSM Advisors
Pennsylvania
$1.64M +$19.7K +130 +1%
MWM
805
Madison Wealth Management
Ohio
$1.64M +$36.5K +241 +2%
PA
806
Parallel Advisors
California
$1.64M +$253K +1,672 +16%
CT
807
Caldwell Trust
Florida
$1.64M +$43.1K +285 +2%
DTL
808
Dynamic Technology Lab
Singapore
$1.64M -$997K -6,585 -35%
PWM
809
Pinnacle Wealth Management
California
$1.63M +$37.8K +250 +2%
VFA
810
Valeo Financial Advisors
Indiana
$1.63M +$67.5K +446 +4%
III
811
Independent Investors Inc
New York
$1.62M
IWM
812
IHT Wealth Management
Illinois
$1.62M +$259K +1,709 +17%
SA
813
SRN Advisors
Pennsylvania
$1.62M -$38.1K -252 -2%
MG
814
Mather Group
Illinois
$1.62M +$154K +1,017 +9%
BBA
815
BLB&B Advisors
Pennsylvania
$1.61M
APA
816
American Portfolios Advisors
New York
$1.61M -$219K -1,446 -11%
DAM
817
Doheny Asset Management
California
$1.61M +$1.8M +11,903 New
IIL
818
Insight Inv LLC
California
$1.6M -$1.51K -10 -0.1%
CCFCSB
819
Cape Cod Five Cents Savings Bank
Massachusetts
$1.6M -$40.6K -268 -2%
BSA
820
Bull Street Advisors
Georgia
$1.6M +$3.03K +20 +0.2%
CW
821
CreativeOne Wealth
Kansas
$1.59M +$605 +4 +0%
FIM
822
Fruth Investment Management
Texas
$1.59M
LBC
823
Lowe Brockenbrough & Co
Virginia
$1.57M
MGIA
824
Moneta Group Investment Advisors
Missouri
$1.57M -$314K -2,077 -15%
LT
825
Lindsell Train
United Kingdom
$1.57M

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.