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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
EM
951
Excalibur Management
Massachusetts
$1.54M -$28.4K -157 -2%
OWP
952
Obermeyer Wealth Partners
Colorado
$1.54M
CWM
953
C2C Wealth Management
Arizona
$1.53M -$9.93K -55 -0.7%
Assenagon Asset Management
954
Assenagon Asset Management
Luxembourg
$1.53M -$1.79M -9,903 -55%
MHS
955
M Holdings Securities
Oregon
$1.53M +$1.48M +8,192 New
WIC
956
Woodmont Investment Counsel
Tennessee
$1.52M +$1.47M +8,146 New
ABC
957
Associated Banc-Corp
Wisconsin
$1.52M -$47.3K -262 -3%
TIM
958
Triad Investment Management
California
$1.52M
AR
959
Advisory Research
Illinois
$1.52M -$603K -3,337 -29%
AIP
960
Ameritas Investment Partners
Nebraska
$1.52M -$77.3K -428 -5%
RMAM
961
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$34K -188 -2%
BCM
962
Barden Capital Management
Texas
$1.51M -$115K -639 -7%
ECM
963
Evergreen Capital Management
Washington
$1.51M +$126K +695 +9%
RE
964
RBC Europe
United Kingdom
$1.5M +$95.2K +527 +7%
WKWM
965
Walter & Keenan Wealth Management
Indiana
$1.5M -$9.03K -50 -0.6%
UHC
966
Union Heritage Capital
Michigan
$1.5M -$503K -2,788 -26%
KS
967
Karpas Strategies
Connecticut
$1.49M -$36.1K -200 -2%
SIA
968
SkyView Investment Advisors
New Jersey
$1.48M -$1.7M -9,396 -53%
PCS
969
Personal CFO Solutions
New Jersey
$1.48M -$3.97K -22 -0.3%
CA
970
CoreCap Advisors
Michigan
$1.48M -$978K -5,413 -41%
IAMOG
971
Investors Asset Management of Georgia
Georgia
$1.47M -$4.51K -25 -0.3%
BIA
972
Bigelow Investment Advisors
Maine
$1.47M +$55.8K +309 +4%
HF
973
HRT Financial
New York
$1.46M -$20.1M -111,316 -93%
TH
974
TCTC Holdings
Texas
$1.45M +$208K +1,152 +17%
BIC
975
Beach Investment Counsel
Pennsylvania
$1.45M

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.