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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
BIC
1001
Beach Investment Counsel
Pennsylvania
$1.07M
TCOT
1002
Trust Company of Toledo
Ohio
$1.07M
CCA
1003
Checchi Capital Advisers
California
$1.07M +$66.6K +403 +6%
WA
1004
Wealth Advisors
California
$1.07M +$165K +996 +15%
OPPTF
1005
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.07M +$525K +3,180 +68%
Assenagon Asset Management
1006
Assenagon Asset Management
Luxembourg
$1.06M -$87.9K -532 -6%
VCAM
1007
Van Cleef Asset Management
Ohio
$1.05M +$9.09K +55 +0.7%
FCB
1008
First Command Bank
Texas
$1.05M -$111K -674 -8%
FCFS
1009
First Command Financial Services
Texas
$1.05M -$111K -674 -8%
SFA
1010
Sequoia Financial Advisors
Ohio
$1.05M -$155K -939 -11%
JIC
1011
Joel Isaacson & Co
New York
$1.05M
SCI
1012
Stableford Capital II
Arizona
$1.05M +$5.12K +31 +0.5%
SAM
1013
Sabadell Asset Management
Spain
$1.05M -$461K -2,788 -27%
BFG
1014
Beacon Financial Group
Texas
$1.04M -$6.11K -37 -0.5%
CAG
1015
Crestwood Advisors Group
Massachusetts
$1.04M +$1.16K +7 +0.1%
FPCP
1016
Fort Point Capital Partners
California
$1.04M
WKWM
1017
Walter & Keenan Wealth Management
Indiana
$1.03M -$90.8K -550 -7%
AG
1018
AIA Group
Hong Kong
$1.03M -$598K -3,621 -33%
MME
1019
Meag Munich Ergo
Germany
$1.02M -$38K -230 -3%
STC
1020
Sarah T. Connolly
$1.02M
VI
1021
Versor Investments
New York
$1.02M +$1.03M +6,250 +568%
IHL
1022
Investment House LLC
California
$1.01M -$8.26K -50 -0.7%
BWM
1023
BNC Wealth Management
Oregon
$1.01M +$863K +5,224 +249%
EF
1024
Empowered Funds
Pennsylvania
$1.01M -$50.2K -304 -4%
MAM
1025
Martingale Asset Management
Massachusetts
$1.01M +$1.21M +7,302 New

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.