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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
CG
876
Caprock Group
Idaho
$1.88M +$249K +1,381 +16%
IWM
877
IHT Wealth Management
Illinois
$1.88M +$1.23M +6,791 +208%
SJIM
878
St. Johns Investment Management
Florida
$1.88M +$11.4K +63 +0.6%
RIL
879
Rothschild Investment LLC
Illinois
$1.87M +$2.89K +16 +0.2%
BCM
880
Bayesian Capital Management
New York
$1.87M +$1.81M +10,008 New
GIA
881
Gateway Investment Advisers
Ohio
$1.87M +$95.5K +529 +6%
CC
882
Chicago Capital
Illinois
$1.86M
PA
883
Parallel Advisors
California
$1.86M +$105K +581 +6%
SC
884
Savant Capital
Illinois
$1.86M +$80.5K +446 +5%
MCM
885
McMillion Capital Management
North Carolina
$1.86M
KC
886
Knuff & Co
California
$1.84M
IRF
887
IBM Retirement Fund
New York
$1.84M -$165K -911 -8%
S
888
SignatureFD
Georgia
$1.84M +$204K +1,129 +13%
LCM
889
Linker Capital Management
Kentucky
$1.8M
AW
890
ACG Wealth
Georgia
$1.8M -$160K -884 -8%
ISL
891
Ingalls & Snyder LLC
New York
$1.8M
ARC
892
Advisor Resource Council
Texas
$1.8M -$311K -1,720 -15%
ZCM
893
Ziegler Capital Management
Illinois
$1.8M -$11.7M -64,932 -87%
EAM
894
Erste Asset Management
Austria
$1.8M +$96.8K +536 +6%
WC
895
Woodstock Corp
Massachusetts
$1.78M -$176K -975 -9%
DWM
896
Dakota Wealth Management
Florida
$1.77M +$266K +1,472 +18%
MPWT
897
MassMutual Private Wealth & Trust
Connecticut
$1.76M -$102K -567 -6%
SFO
898
Stokes Family Office
Louisiana
$1.75M +$17.5K +97 +1%
MGIA
899
Moneta Group Investment Advisors
Missouri
$1.75M +$879K +4,868 +109%
ACA
900
Atlas Capital Advisors
Wyoming
$1.74M -$161K -892 -9%

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.