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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
TCOT
976
Trust Company of Toledo
Ohio
$1.45M +$22.8K +126 +2%
LP
977
LMR Partners
United Kingdom
$1.44M -$42.5M -235,614 -97%
MME
978
Meag Munich Ergo
Germany
$1.44M +$834K +4,616 +154%
IA
979
Insight Advisors
Pennsylvania
$1.44M -$18.1K -100 -1%
SC
980
SRB Corp
Massachusetts
$1.44M
SIA
981
Strategic Investment Advisors
Michigan
$1.43M +$121K +669 +10%
RIM
982
Redwood Investment Management
Arizona
$1.43M -$179K -991 -11%
GWM
983
Geneos Wealth Management
Colorado
$1.43M +$36.7K +203 +3%
EF
984
Empowered Funds
Pennsylvania
$1.42M +$1.38M +7,617 New
VCAM
985
Van Cleef Asset Management
Ohio
$1.41M -$17.9K -99 -1%
CAG
986
Crestwood Advisors Group
Massachusetts
$1.4M +$29.6K +164 +2%
FPCP
987
Fort Point Capital Partners
California
$1.4M +$2.35K +13 +0.2%
OIA
988
OneDigital Investment Advisors
Kansas
$1.4M +$149K +825 +12%
JIC
989
Joel Isaacson & Co
New York
$1.39M
PHK
990
Point72 Hong Kong
Hong Kong
$1.38M -$621K -3,438 -32%
I
991
INVST
Indiana
$1.38M +$68.8K +381 +5%
AG
992
Ascent Group
Virginia
$1.38M +$119K +661 +10%
BBL
993
Beck Bode LLC
Massachusetts
$1.38M +$1.33M +7,387 New
IHL
994
Investment House LLC
California
$1.38M
STC
995
Sarah T. Connolly
$1.38M
AFA
996
Abacus FCF Advisors
Florida
$1.38M +$1.33M +7,357 New
TI
997
Trexquant Investment
Connecticut
$1.37M -$3.72M -20,582 -74%
TMAM
998
Tokio Marine Asset Management
Japan
$1.37M +$97.7K +541 +8%
MA
999
Mutual Advisors
Nebraska
$1.37M -$31.4K -174 -2%
P
1000
Pitcairn
Pennsylvania
$1.37M -$59.6K -330 -4%

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.