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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
PAM
926
Palisade Asset Management
Minnesota
$1.63M -$28.9K -160 -2%
FB
927
Fulton Bank
Pennsylvania
$1.63M +$37.4K +207 +2%
NAM
928
NTV Asset Management
West Virginia
$1.62M +$10.8K +60 +0.7%
HCMG
929
Howard Capital Management Group
California
$1.61M -$34.5K -191 -2%
EHC
930
Everett Harris & Co
California
$1.6M
BB
931
Berkshire Bank
Massachusetts
$1.6M +$221K +1,225 +17%
SGI
932
Summit Global Investments
Utah
$1.59M +$1.24M +6,888 +422%
SFA
933
Sequoia Financial Advisors
Ohio
$1.59M +$280K +1,549 +22%
CBA
934
Coastal Bridge Advisors
Connecticut
$1.59M +$1.26K +7 +0.1%
BCM
935
Boltwood Capital Management
California
$1.59M -$73.9K -409 -5%
BRC
936
Bell Rock Capital
Delaware
$1.58M -$644K -3,568 -28%
CB
937
Community Bank
New York
$1.58M -$14.8K -82 -1%
QI
938
Qtron Investments
Massachusetts
$1.58M +$302K +1,672 +25%
FNBT
939
FineMark National Bank & Trust
Florida
$1.58M +$17.2K +95 +1%
MFW
940
Meristem Family Wealth
Minnesota
$1.57M -$160K -885 -10%
ST
941
Smithfield Trust
Pennsylvania
$1.57M +$97.2K +538 +7%
ANRIA
942
American National Registered Investment Advisor
Texas
$1.56M -$58.5K -324 -4%
MSAM
943
Moloney Securities Asset Management
Missouri
$1.56M +$54.2K +300 +4%
JWCA
944
J.W. Cole Advisors
Florida
$1.56M +$189K +1,049 +14%
ANB
945
Amarillo National Bank
Texas
$1.55M
AWC
946
Abundance Wealth Counselors
Pennsylvania
$1.55M -$42.8K -237 -3%
GC
947
Grimes & Company
Massachusetts
$1.55M -$361 -2 -0%
EW
948
Evoke Wealth
California
$1.55M +$14.1K +78 +1%
FCB
949
First Command Bank
Texas
$1.55M +$1.12M +6,204 +301%
FCFS
950
First Command Financial Services
Texas
$1.55M +$1.12M +6,204 +301%

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.