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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
MFG
1051
Monte Financial Group
Connecticut
$890K +$15.1K +100 +2%
SAIG
1052
Semper Augustus Investments Group
Colorado
$889K -$2.1M -13,858 -68%
HFM
1053
Harvest Fund Management
China
$887K +$49.2K +325 +5%
BL
1054
Balentine LLC
Georgia
$887K +$312K +2,063 +46%
LCS
1055
Levin Capital Strategies
New York
$886K +$227K +1,500 +30%
DPIM
1056
Duff & Phelps Investment Management
Illinois
$884K -$60.5K -400 -6%
SCM
1057
Shelton Capital Management
Colorado
$882K -$10.9K -72 -1%
SA
1058
Strategic Advisors
New York
$870K -$78.3K -517 -7%
DAM
1059
Derbend Asset Management
Georgia
$865K +$454 +3 +0%
WG
1060
Winton Group
United Kingdom
$865K +$281K +1,854 +41%
ST
1061
Spinnaker Trust
Maine
$860K -$18.2K -120 -2%
AWM
1062
Apollon Wealth Management
South Carolina
$857K -$7.87K -52 -0.8%
SCI
1063
S&CO Inc
Massachusetts
$849K
SSG
1064
Summit Securities Group
New York
$848K +$65.5K +433 +7%
PGWM
1065
Parisi Gray Wealth Management
New Jersey
$845K +$3.03K +20 +0.3%
PC
1066
Pecaut & Co
Iowa
$845K +$121K +797 +15%
OR
1067
Olympiad Research
Connecticut
$842K +$123K +810 +15%
VT
1068
Vise Technologies
New York
$840K +$137K +907 +17%
BCM
1069
Becker Capital Management
Oregon
$835K
WA
1070
WealthTrust Axiom
Pennsylvania
$830K
S
1071
Seeyond
France
$828K -$33.8K -223 -4%
TPW
1072
Transatlantique Private Wealth
New York
$825K
DWM
1073
Doyle Wealth Management
Florida
$822K +$1.67K +11 +0.2%
FNBOSM
1074
First National Bank of South Miami
Florida
$820K -$52.7K -348 -5%
GIA
1075
Guyasuta Investment Advisors
Pennsylvania
$817K

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.