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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
LDB
1001
Lee, Danner & Bass
Tennessee
$973K
CWM
1002
Chesapeake Wealth Management
Virginia
$970K +$307K +2,028 +39%
FPCP
1003
Fort Point Capital Partners
California
$968K -$46.5K -307 -4%
VST
1004
Van Strum & Towne
California
$966K
BOH
1005
Bank of Hawaii
Hawaii
$962K +$171K +1,132 +19%
GW
1006
GW & Wade
Massachusetts
$960K +$4.39K +29 +0.4%
AAS
1007
Ameritas Advisory Services
Nebraska
$960K +$23.5K +155 +2%
PP
1008
Patten & Patten
Tennessee
$960K +$26.2K +173 +2%
YIA
1009
YHB Investment Advisors
Connecticut
$959K -$15.1K -100 -1%
MAA
1010
Mraz Amerine & Associates
California
$959K
RWM
1011
Ritholtz Wealth Management
New York
$959K +$352K +2,326 +49%
FCB
1012
First Command Bank
Texas
$957K -$75.1K -496 -7%
FCFS
1013
First Command Financial Services
Texas
$957K -$75.1K -496 -7%
CA
1014
Continuum Advisory
Idaho
$956K +$44.4K +293 +4%
IA
1015
IFP Advisors
Florida
$956K +$182K +1,201 +12%
BAM
1016
Blueshift Asset Management
New Jersey
$954K +$1.07M +7,071 New
GAM
1017
Gotham Asset Management
New York
$950K -$392K -2,589 -27%
PFO
1018
PMC FIG Opportunities
Israel
$944K -$151K -1,000 -13%
TPA
1019
Trivium Point Advisory
Connecticut
$944K +$46.9K +310 +5%
LC
1020
Lavaca Capital
Texas
$936K -$270K -1,785 -21%
CT
1021
Coastline Trust
Rhode Island
$936K +$4.54K +30 +0.4%
CCA
1022
Checchi Capital Advisers
California
$932K -$6.81K -45 -0.6%
HVM
1023
Harvest Volatility Management
Connecticut
$932K +$55.1K +364 +6%
TAM
1024
Trust Asset Management
Texas
$932K +$67.7K +447 +7%
PSB
1025
Piscataqua Savings Bank
New Hampshire
$931K -$17K -112 -2%

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.