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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
BFG
1001
Beacon Financial Group
Texas
$1.36M -$13.5K -75 -1%
AAM
1002
Auxier Asset Management
Oregon
$1.36M -$182K -1,010 -12%
JI
1003
Jeereddi Investments
California
$1.36M
YIA
1004
YHB Investment Advisors
Connecticut
$1.35M +$5.42K +30 +0.4%
MAA
1005
Mraz Amerine & Associates
California
$1.35M
LDB
1006
Lee, Danner & Bass
Tennessee
$1.35M +$75.5K +418 +6%
AWM
1007
Apollon Wealth Management
South Carolina
$1.34M +$253K +1,402 +24%
EFS
1008
Essex Financial Services
Connecticut
$1.34M -$529K -2,930 -29%
JWCA
1009
J.W. Coons Advisors
Ohio
$1.34M -$475K -2,631 -27%
VST
1010
Van Strum & Towne
California
$1.34M +$18.1K +100 +1%
SWA
1011
SOA Wealth Advisors
New York
$1.33M +$3.43K +19 +0.3%
UAS
1012
United Asset Strategies
New York
$1.33M +$758K +4,198 +144%
SA
1013
Strategic Advisors
New York
$1.33M +$380K +2,105 +42%
PSB
1014
Piscataqua Savings Bank
New Hampshire
$1.32M -$77.5K -429 -6%
KW
1015
KWB Wealth
California
$1.32M
TC
1016
Telemus Capital
Michigan
$1.32M +$105K +581 +9%
DBT
1017
Dubuque Bank & Trust
Iowa
$1.31M +$16.1K +89 +1%
ACM
1018
Ativo Capital Management
Illinois
$1.31M +$1.27M +7,011 New
AAS
1019
Ameritas Advisory Services
Nebraska
$1.3M +$54.2K +300 +5%
DPIM
1020
Duff & Phelps Investment Management
Illinois
$1.3M
PP
1021
Patten & Patten
Tennessee
$1.3M -$32.5K -180 -3%
MOS
1022
MGO One Seven
Ohio
$1.29M -$6.14K -34 -0.5%
CT
1023
Coastline Trust
Rhode Island
$1.29M -$16.3K -90 -1%
BA
1024
Bridgewater Advisors
New York
$1.29M +$7.04K +39 +0.6%
CIA
1025
Citadel Investment Advisory
Ohio
$1.29M -$9.75K -54 -0.8%

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.