We are live on ! Find out more
AXP icon

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
RL
76
Ruffer LLP
United Kingdom
$127M +$24.6M +149,004 +19%
GF
77
Gabelli Funds
New York
$121M -$3.94M -23,850 -3%
Two Sigma Investments
78
Two Sigma Investments
New York
$120M +$143M +862,786 +15,687%
GI
79
GAMCO Investors
Connecticut
$119M -$2.31M -14,015 -2%
TAM
80
Timucuan Asset Management
Florida
$118M +$1.93M +11,682 +1%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$112M +$71.6M +433,604 +117%
Macquarie Group
82
Macquarie Group
Australia
$109M -$44.9M -272,118 -26%
TD Asset Management
83
TD Asset Management
Ontario, Canada
$107M -$14.6M -88,516 -10%
AllianceBernstein
84
AllianceBernstein
Tennessee
$103M -$7.38M -44,649 -6%
Principal Financial Group
85
Principal Financial Group
Iowa
$103M +$562K +3,401 +0.5%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$102M -$6.09M -36,888 -5%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$100M -$1.97M -11,901 -2%
WIM
88
Waverton Investment Management
United Kingdom
$99.6M +$14.5M +87,768 +14%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$98.2M -$6.94M -42,033 -6%
Citigroup
90
Citigroup
New York
$97.9M -$12.1M -73,535 -9%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$97M +$91.3M +552,513 +376%
DLA
92
Douglas Lane & Associates
New York
$95.5M -$564K -3,415 -0.5%
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$91.8M +$13M +78,598 +13%
SO
94
STRS Ohio
Ohio
$91.7M -$5.04M -30,533 -4%
Luther King Capital Management (LKCM)
95
Luther King Capital Management (LKCM)
Texas
$91.6M +$1.67M +10,129 +2%
Parnassus Investments
96
Parnassus Investments
California
$89.1M -$13.6M -82,099 -11%
Holocene Advisors
97
Holocene Advisors
New York
$87.7M +$104M +632,648 New
Korea Investment Corp
98
Korea Investment Corp
South Korea
$87.4M -$8.63M -52,218 -8%
First Manhattan
99
First Manhattan
New York
$86.7M +$71.2K +431 +0.1%
Prudential Financial
100
Prudential Financial
New Jersey
$86M -$52.4M -317,462 -34%

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.