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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
GC
976
Grimes & Company
Massachusetts
$1.14M -$9.41K -57 -0.7%
DCM
977
Dupont Capital Management
Delaware
$1.14M -$124K -751 -8%
EM
978
Excalibur Management
Massachusetts
$1.14M
OWP
979
Obermeyer Wealth Partners
Colorado
$1.14M
TIM
980
Triad Investment Management
California
$1.13M
AR
981
Advisory Research
Illinois
$1.13M +$1.32K +8 +0.1%
GCP
982
GSA Capital Partners
United Kingdom
$1.13M +$1.34M +8,128 New
FDS
983
First Dallas Securities
Texas
$1.13M +$917K +5,550 +216%
BIA
984
Bigelow Investment Advisors
Maine
$1.12M +$28.6K +173 +2%
RE
985
RBC Europe
United Kingdom
$1.11M
UHC
986
Union Heritage Capital
Michigan
$1.11M
PFO
987
PMC FIG Opportunities
Israel
$1.11M +$1.32M +8,000 New
IAMOG
988
Investors Asset Management of Georgia
Georgia
$1.11M +$19.8K +120 +2%
ABC
989
Associated Banc-Corp
Wisconsin
$1.11M -$25.3K -153 -2%
QI
990
Qtron Investments
Massachusetts
$1.11M -$77K -466 -6%
KS
991
Karpas Strategies
Connecticut
$1.11M +$991 +6 +0.1%
NERM
992
New England Research & Management
Illinois
$1.09M +$1.3M +7,900 New
SCP
993
Stamos Capital Partners
California
$1.09M +$560K +3,390 +75%
CI
994
Cigna Investments
Connecticut
$1.09M -$511K -3,093 -28%
RA
995
RFG Advisory
Alabama
$1.09M +$75.2K +455 +7%
FNBT
996
FineMark National Bank & Trust
Florida
$1.09M -$92.8K -562 -7%
AIP
997
Ameritas Investment Partners
Nebraska
$1.08M -$50.4K -305 -4%
EFS
998
Essex Financial Services
Connecticut
$1.08M +$103K +621 +9%
UAS
999
United Asset Strategies
New York
$1.08M +$111K +669 +9%
GIA
1000
Gladstone Institutional Advisory
Florida
$1.07M +$188K +1,137 +17%

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.