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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
LWP
1026
Lumature Wealth Partners
Georgia
$1.01M +$1.11M +6,711 +1,159%
AAM
1027
Auxier Asset Management
Oregon
$1.01M
P
1028
Pitcairn
Pennsylvania
$1.01M -$6.44K -39 -0.5%
QCM
1029
Quantinno Capital Management
New York
$1M +$634K +3,839 +114%
LDB
1030
Lee, Danner & Bass
Tennessee
$1M
YIA
1031
YHB Investment Advisors
Connecticut
$1M
MFG
1032
Merit Financial Group
Georgia
$1M +$871K +5,274 +272%
VST
1033
Van Strum & Towne
California
$993K
MAA
1034
Mraz Amerine & Associates
California
$985K -$16.5K -100 -1%
GW
1035
GW & Wade
Massachusetts
$982K +$106K +643 +10%
AFA
1036
Abacus FCF Advisors
Florida
$980K -$47.6K -288 -4%
PSB
1037
Piscataqua Savings Bank
New Hampshire
$972K -$8.26K -50 -0.7%
ACM
1038
Ativo Capital Management
Illinois
$972K
CGL
1039
Clarius Group LLC
Washington
$969K +$125K +755 +12%
UH
1040
Unigestion Holding
Switzerland
$966K +$977K +5,912 +560%
SA
1041
Strategic Advisors
New York
$965K -$21.6K -131 -2%
TC
1042
Telemus Capital
Michigan
$965K -$13.4K -81 -1%
AAS
1043
Ameritas Advisory Services
Nebraska
$965K
DPIM
1044
Duff & Phelps Investment Management
Illinois
$964K
PP
1045
Patten & Patten
Tennessee
$962K
CT
1046
Coastline Trust
Rhode Island
$958K +$3.8K +23 +0.3%
BA
1047
Bridgewater Advisors
New York
$955K +$826 +5 +0.1%
JWCA
1048
J.W. Coons Advisors
Ohio
$950K -$60.3K -365 -5%
SWA
1049
SOA Wealth Advisors
New York
$949K -$45.6K -276 -4%
ARMT
1050
Amica Retiree Medical Trust
Rhode Island
$947K +$123K +747 +12%

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.