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American Express

2,064 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 808 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9992,064 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
808
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
826
Paloma Partners
Connecticut
$2.11M +$862K +4,775 +73%
JCM
827
Jacobi Capital Management
Pennsylvania
$2.11M -$7.22K -40 -0.4%
SIAG
828
Signet Investment Advisory Group
Rhode Island
$2.11M -$482K -2,669 -19%
BO
829
BRR OpCo
Ohio
$2.11M -$148K -822 -7%
PWP
830
Private Wealth Partners
California
$2.1M
WGCA
831
Wolf Group Capital Advisors
Virginia
$2.1M +$2.02M +11,210 New
MAM
832
Meeder Asset Management
Ohio
$2.08M +$2.01M +11,119 New
AIC
833
Argus Investors Counsel
New York
$2.08M -$296K -1,640 -13%
JG
834
Jefferies Group
New York
$2.08M +$1.13M +6,270 +130%
BAMF
835
BI Asset Management Fondsmaeglerselskab
Denmark
$2.07M -$393K -2,174 -16%
AG
836
AIA Group
Hong Kong
$2.06M +$1.4M +7,773 +239%
PSUF
837
People's United Financial
Connecticut
$2.06M -$862K -4,773 -30%
GFA
838
Gifford Fong Associates
California
$2.06M
TNA
839
True North Advisors
Texas
$2.06M
CI
840
Cigna Investments
Connecticut
$2.05M -$602K -3,333 -23%
DRS
841
Deane Retirement Strategies
Louisiana
$2.05M -$14.8K -82 -0.7%
CC
842
Constitution Capital
Connecticut
$2.05M +$894K +4,950 +83%
WSC
843
Wellington Shields & Co
New York
$2.05M +$542K +3,000 +38%
PAS
844
Park Avenue Securities
New York
$2.04M +$905K +5,012 +85%
WI
845
Wintrust Investments
Illinois
$2.03M -$22.4K -124 -1%
SIA
846
Schechter Investment Advisors
Michigan
$2.02M +$74.6K +413 +4%
AssetMark Inc
847
AssetMark Inc
California
$2.02M +$1.16M +6,401 +146%
PCA
848
Personal Capital Advisors
California
$2.01M -$80K -443 -4%
FWA
849
FOCUS Wealth Advisors
Texas
$2.01M -$23.8K -132 -1%
MG
850
Mather Group
Illinois
$2M +$991K +5,490 +105%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.