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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
MOS
1051
MGO One Seven
Ohio
$946K -$16.8K -102 -1%
CA
1052
Continuum Advisory
Idaho
$942K +$188K +1,137 +20%
VC
1053
Veracity Capital
Georgia
$941K -$8.42K -51 -0.7%
APW
1054
Aurora Private Wealth
New Jersey
$940K +$20.6K +125 +2%
SBH
1055
Segall Bryant & Hamill
Illinois
$937K
ML
1056
McAdam LLC
Pennsylvania
$935K +$72.7K +440 +7%
LNB
1057
Ledyard National Bank
$932K +$147K +892 +15%
LWM
1058
Laidlaw Wealth Management
New York
$932K +$707K +4,283 +176%
IWP
1059
Icon Wealth Partners
Texas
$928K -$11.9K -72 -1%
SCM
1060
Shelton Capital Management
Colorado
$916K -$1.92M -11,600 -64%
ECM
1061
Evergreen Capital Management
Washington
$916K -$246K -1,492 -18%
LWAM
1062
Legacy Wealth Asset Management
Minnesota
$910K +$5.45K +33 +0.5%
HI
1063
Harbour Investments
Wisconsin
$907K +$1.08M +6,542 New
CI
1064
Conning Inc
Connecticut
$901K -$6.61K -40 -0.6%
MFG
1065
Monte Financial Group
Connecticut
$901K +$93.2K +564 +10%
ST
1066
Spinnaker Trust
Maine
$900K +$165K +1,000 +18%
TAM
1067
Trust Asset Management
Texas
$896K +$3.8K +23 +0.4%
CMANY
1068
Capital Management Associates (New York)
New York
$892K +$167K +1,013 +19%
HSA
1069
HBK Sorce Advisory
Pennsylvania
$891K -$1.22M -7,401 -54%
TPA
1070
Trivium Point Advisory
Connecticut
$891K -$42.1K -255 -4%
FNBOSM
1071
First National Bank of South Miami
Florida
$891K +$9.09K +55 +0.9%
DAM
1072
Derbend Asset Management
Georgia
$889K +$165 +1 +0%
SAM
1073
Sompo Asset Management
Japan
$888K -$1.39M -8,440 -57%
AWM
1074
Apollon Wealth Management
South Carolina
$888K -$130K -787 -11%
HVM
1075
Harvest Volatility Management
Connecticut
$887K +$85.1K +515 +9%

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.