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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
PA
851
Profund Advisors
Maryland
$1.56M -$327K -1,979 -15%
Capstone Investment Advisors
852
Capstone Investment Advisors
New York
$1.56M +$1.63M +9,876 +714%
PWP
853
Private Wealth Partners
California
$1.55M
FMWA
854
Forvis Mazars Wealth Advisors
Missouri
$1.55M -$74.3K -450 -4%
SIAG
855
Signet Investment Advisory Group
Rhode Island
$1.54M -$26.8K -162 -1%
AIC
856
Argus Investors Counsel
New York
$1.54M
BO
857
BRR OpCo
Ohio
$1.54M -$30.1K -182 -2%
GFA
858
Gifford Fong Associates
California
$1.52M
TNA
859
True North Advisors
Texas
$1.52M
AIM
860
Anchor Investment Management
South Carolina
$1.52M +$71.5K +433 +4%
SCA
861
Snowden Capital Advisors
New York
$1.52M +$715K +4,329 +65%
MG
862
Mather Group
Illinois
$1.52M +$41K +248 +2%
FWA
863
FOCUS Wealth Advisors
Texas
$1.51M +$30.7K +186 +2%
NL
864
NVWM LLC
Pennsylvania
$1.51M +$57.5K +348 +3%
SYBT
865
Stock Yards Bank & Trust
Kentucky
$1.51M +$964K +5,838 +116%
MAM
866
Meeder Asset Management
Ohio
$1.5M -$49.6K -300 -3%
USCWA
867
U.S. Capital Wealth Advisors
Texas
$1.5M -$161K -974 -8%
B
868
Bailard
California
$1.5M -$290K -1,757 -14%
SC
869
Savant Capital
Illinois
$1.48M +$120K +725 +7%
IPW
870
Inlet Private Wealth
Florida
$1.47M +$33.5K +203 +2%
OIA
871
OneDigital Investment Advisors
Kansas
$1.47M +$512K +3,101 +41%
EAM
872
EFG Asset Management
Oregon
$1.46M -$267K -1,614 -13%
WTA
873
Washington Trust Advisors
Massachusetts
$1.46M -$990K -5,995 -36%
HG
874
Herbst Group
Connecticut
$1.46M
USGIU
875
U.S. Global Investors (USGI)
Texas
$1.46M -$396K -2,400 -19%

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.