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American Express

2,064 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 808 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9992,064 (+65)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 808

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
808
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
HVM
1076
Harvest Volatility Management
Connecticut
$1.1M +$490K +2,712 +85%
BAM
1077
Boyar Asset Management
New York
$1.1M -$18.1K -100 -2%
LNB
1078
Ledyard National Bank
$1.09M -$73.5K -407 -7%
FHA
1079
Flagship Harbor Advisors
Massachusetts
$1.09M -$2.53K -14 -0.2%
NB
1080
NBT Bank
New York
$1.09M -$6.68K -37 -0.6%
SB
1081
Sunflower Bank
Texas
$1.08M -$1.45K -8 -0.1%
PT
1082
Plimoth Trust
Massachusetts
$1.08M +$7.22K +40 +0.7%
BTWM
1083
Baker Tilly Wealth Management
Wisconsin
$1.08M +$67.9K +376 +7%
LWANC
1084
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M -$24.4K -135 -2%
Walleye Capital
1085
Walleye Capital
New York
$1.07M +$49.1K +272 +5%
LWM
1086
Lyell Wealth Management
California
$1.07M +$274K +1,515 +36%
BIP
1087
Blueprint Investment Partners
North Carolina
$1.07M +$466K +2,580 +82%
LA
1088
Lifeworks Advisors
Michigan
$1.07M -$1.12M -6,204 -52%
GIA
1089
Guyasuta Investment Advisors
Pennsylvania
$1.07M +$135K +750 +15%
CS
1090
Cannell & Spears
New York
$1.07M
BS
1091
Boenning & Scattergood
Pennsylvania
$1.06M
TWI
1092
Thomas White International
Illinois
$1.06M
PC
1093
Pecaut & Co
Iowa
$1.06M
RWM
1094
Ritholtz Wealth Management
New York
$1.05M +$193K +1,069 +23%
GTCM
1095
Gyon Technologies Capital Management
New Jersey
$1.05M +$1.02M +5,625 New
BHBT
1096
Burke & Herbert Bank & Trust
Virginia
$1.05M -$903 -5 -0.1%
OFS
1097
Oldfather Financial Services
Nebraska
$1.05M -$542 -3 -0.1%
DAM
1098
Derbend Asset Management
Georgia
$1.05M
BHIA
1099
Birch Hill Investment Advisors
Massachusetts
$1.04M
OPS
1100
Orion Portfolio Solutions
Nebraska
$1.04M +$11.7K +65 +1%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 808 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.