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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
BCPWM
926
Bradley & Co Private Wealth Management
Florida
$1.27M
CPSC
927
Carl P. Sherr & Co
Massachusetts
$1.27M +$165 +1 +0%
HIC
928
Hartline Investment Corp
Illinois
$1.27M
S
929
SignatureFD
Georgia
$1.26M -$116K -705 -7%
CA
930
CoreCap Advisors
Michigan
$1.25M +$188K +1,139 +14%
TC
931
TAGStone Capital
North Carolina
$1.25M +$4.79K +29 +0.3%
WC
932
Woodstock Corp
Massachusetts
$1.25M -$82.1K -497 -5%
WPW
933
Warther Private Wealth
Ohio
$1.25M +$1.24M +7,511 +541%
IWS
934
Insight Wealth Strategies
California
$1.25M +$2.64K +16 +0.2%
AI
935
AXS Investments
New York
$1.25M +$1.49M +8,994 New
TFCM
936
Taylor Frigon Capital Management
Arizona
$1.24M -$7.1K -43 -0.5%
GG
937
Greenwood Gearhart
Arkansas
$1.23M -$26.6K -161 -2%
BFA
938
Beaumont Financial Advisors
Massachusetts
$1.23M -$33.2K -201 -2%
BBL
939
Beck Bode LLC
Massachusetts
$1.23M +$240K +1,452 +20%
SC
940
Scotia Capital
Ontario, Canada
$1.22M -$1.29M -7,795 -47%
LC
941
Lavaca Capital
Texas
$1.22M -$72.2K -437 -5%
TFS
942
TrustCore Financial Services
Tennessee
$1.21M -$45.3K -274 -3%
CFFP
943
Center for Financial Planning
Michigan
$1.21M
MPWT
944
MassMutual Private Wealth & Trust
Connecticut
$1.21M -$113K -686 -7%
JWCA
945
J.W. Cole Advisors
Florida
$1.21M +$64.8K +392 +5%
PAM
946
Palisade Asset Management
Minnesota
$1.21M
NAM
947
NTV Asset Management
West Virginia
$1.2M
AG
948
Ascent Group
Virginia
$1.2M +$68.5K +415 +6%
TMAM
949
Tokio Marine Asset Management
Japan
$1.2M +$222K +1,343 +18%
FB
950
Fulton Bank
Pennsylvania
$1.2M -$7.1K -43 -0.5%

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.