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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
926
Howard Capital Management Group
California
$1.16M
CDH
927
Charles D. Hyman
$1.16M -$252K -1,663 -16%
CBA
928
Coastal Bridge Advisors
Connecticut
$1.16M +$8.17K +54 +0.6%
SIA
929
Strategic Investment Advisors
Michigan
$1.16M +$13.8K +91 +1%
WIC
930
Woodmont Investment Counsel
Tennessee
$1.15M +$30.4K +201 +2%
PAM
931
Palisade Asset Management
Minnesota
$1.15M -$30K -198 -2%
WSFS
932
Wilmington Savings Fund Society
Delaware
$1.15M +$30K +198 +2%
SFO
933
Stokes Family Office
Louisiana
$1.14M -$10.4K -69 -0.8%
IAMOG
934
Investors Asset Management of Georgia
Georgia
$1.14M +$66.6K +440 +6%
GWMIA
935
Global Wealth Management Investment Advisory
Florida
$1.14M +$784K +5,180 +159%
WC
936
Woodstock Corp
Massachusetts
$1.13M -$94.9K -627 -7%
CB
937
Community Bank
New York
$1.13M -$14.1K -93 -1%
GC
938
Grimes & Company
Massachusetts
$1.13M +$17K +112 +1%
FRM
939
Fox Run Management
Connecticut
$1.13M +$1.26M +8,336 New
MWM
940
Mission Wealth Management
California
$1.12M -$23K -152 -2%
ANB
941
Amarillo National Bank
Texas
$1.12M
MSAM
942
Moloney Securities Asset Management
Missouri
$1.12M -$22.6K -149 -2%
OPCM
943
Osborne Partners Capital Management
California
$1.12M +$1.97K +13 +0.2%
BCM
944
Boltwood Capital Management
California
$1.11M -$7.57K -50 -0.6%
Bank Julius Baer & Co
945
Bank Julius Baer & Co
Switzerland
$1.11M -$619K -4,092 -33%
QCM
946
Quantinno Capital Management
New York
$1.11M +$156K +1,032 +14%
EM
947
Excalibur Management
Massachusetts
$1.11M
OPPTF
948
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.11M +$14.2K +94 +1%
5L
949
55I LLC
Massachusetts
$1.11M +$907K +5,995 +269%
OWP
950
Obermeyer Wealth Partners
Colorado
$1.11M

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.