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American Express

2,063 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, 807 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: 1,9982,063 (+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: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
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
807
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
TD Asset Management
76
TD Asset Management
Ontario, Canada
$161M -$11.9M -65,996 -7%
TAM
77
Timucuan Asset Management
Florida
$158M -$7.36M -40,770 -5%
State of Wisconsin Investment Board
78
State of Wisconsin Investment Board
Wisconsin
$153M -$29.8M -164,940 -17%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$150M -$70.5M -390,480 -33%
AllianceBernstein
80
AllianceBernstein
Tennessee
$147M -$263M -1,453,827 -65%
Citigroup
81
Citigroup
New York
$146M -$52.2M -289,052 -27%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$144M +$5.32M +29,441 +4%
RL
83
Ruffer LLP
United Kingdom
$144M -$20.6M -114,307 -13%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$140M -$8.11M -44,925 -6%
Principal Financial Group
85
Principal Financial Group
Iowa
$138M -$3.09M -17,112 -2%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$138M -$73K -404 -0.1%
Parnassus Investments
87
Parnassus Investments
California
$136M -$15.1M -83,633 -10%
DLA
88
Douglas Lane & Associates
New York
$129M +$1.24M +6,865 +1%
SO
89
STRS Ohio
Ohio
$129M -$7.75M -42,905 -6%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$128M +$24.8M +137,507 +25%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M -$340M -1,883,206 -74%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$124M -$56.9M -314,988 -32%
PRO
93
Pensioenfonds Rail & OV
Netherlands
$123M
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$122M +$1.35M +7,487 +1%
Ninety One (UK)
95
Ninety One (UK)
United Kingdom
$121M -$2.5M -13,818 -2%
WIM
96
Waverton Investment Management
United Kingdom
$118M +$13.4M +74,472 +13%
First Manhattan
97
First Manhattan
New York
$117M -$8.87M -49,093 -7%
JCM
98
Junto Capital Management
New York
$113M +$109M +605,192 New
William Blair & Company
99
William Blair & Company
Illinois
$112M -$4.33M -23,980 -4%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$110M -$2.29M -12,657 -2%

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 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 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 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.