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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
GI
76
GAMCO Investors
Connecticut
$112M -$4.24M -27,992 -3%
WIM
77
Waverton Investment Management
United Kingdom
$110M +$14.5M +95,805 +13%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$104M -$29.7M -196,192 -20%
Citigroup
79
Citigroup
New York
$104M +$9.3M +61,456 +9%
DZ Bank
80
DZ Bank
Germany
$101M -$614M -4,054,973 -84%
AllianceBernstein
81
AllianceBernstein
Tennessee
$101M +$550K +3,636 +0.5%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$101M -$157M -1,034,496 -58%
Balyasny Asset Management
83
Balyasny Asset Management
Illinois
$97.5M +$82.7M +546,438 +310%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$97M +$13.4M +88,714 +14%
New York State Teachers Retirement System (NYSTRS)
85
New York State Teachers Retirement System (NYSTRS)
New York
$96.2M -$1.67M -11,019 -2%
Mitsubishi UFJ Asset Management
86
Mitsubishi UFJ Asset Management
Japan
$95.8M +$7.33M +48,427 +7%
Two Sigma Investments
87
Two Sigma Investments
New York
$95.5M -$24.3M -160,340 -18%
BGIM
88
Brandywine Global Investment Management
Pennsylvania
$95.4M +$17.7M +116,833 +20%
Principal Financial Group
89
Principal Financial Group
Iowa
$95.2M -$5.68M -37,557 -5%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$94.7M -$968K -6,392 -0.9%
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$94.2M -$186K -1,232 -0.2%
Macquarie Group
92
Macquarie Group
Australia
$93.7M -$14M -92,192 -12%
DLA
93
Douglas Lane & Associates
New York
$92.8M -$191K -1,261 -0.2%
Luther King Capital Management (LKCM)
94
Luther King Capital Management (LKCM)
Texas
$91.4M +$2.52M +16,669 +3%
Ohio Public Employees Retirement System (OPERS)
95
Ohio Public Employees Retirement System (OPERS)
Ohio
$89.6M +$44.1M +291,666 +78%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$87.7M -$12.9M -85,222 -12%
Lord, Abbett & Co
97
Lord, Abbett & Co
New Jersey
$87.5M -$83.3M -550,385 -46%
Parnassus Investments
98
Parnassus Investments
California
$86.7M
VOYA Investment Management
99
VOYA Investment Management
Georgia
$84.9M +$49.5M +326,873 +108%
RL
100
Ruffer LLP
United Kingdom
$83.7M -$49.8M -328,952 -36%

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.