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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
Carson Wealth (CWM LLC)
1076
Carson Wealth (CWM LLC)
Nebraska
$884K -$72.5K -439 -6%
ICG
1077
InterOcean Capital Group
Tennessee
$884K +$658K +3,982 +166%
S
1078
Seeyond
France
$882K -$423K -2,562 -29%
SP
1079
Symmetry Partners
Connecticut
$880K
CF
1080
Centaurus Financial
California
$876K +$28.7K +174 +3%
SCI
1081
S&CO Inc
Massachusetts
$873K
OFS
1082
Oldfather Financial Services
Nebraska
$870K -$3.63K -22 -0.4%
HFM
1083
Harvest Fund Management
China
$866K
PGWM
1084
Parisi Gray Wealth Management
New Jersey
$865K +$2.97K +18 +0.3%
DBT
1085
Dubuque Bank & Trust
Iowa
$863K -$132K -797 -11%
BCM
1086
Becker Capital Management
Oregon
$858K -$661 -4 -0.1%
MA
1087
Mutual Advisors
Nebraska
$857K -$188K -1,138 -16%
FMAEN1
1088
Fund Management at Engine No 1
California
$854K +$157K +951 +18%
WA
1089
WealthTrust Axiom
Pennsylvania
$853K +$1.65K +10 +0.2%
IA
1090
IFP Advisors
Florida
$851K
TPW
1091
Transatlantique Private Wealth
New York
$848K +$1.01M +6,114 New
DWM
1092
Doyle Wealth Management
Florida
$844K +$165 +1 +0%
FCI
1093
Financial Counselors Inc
Kansas
$843K -$330 -2 -0%
FCBT
1094
First Citizens Bank & Trust
North Carolina
$843K +$28.6K +173 +3%
PCS
1095
Personal CFO Solutions
New Jersey
$841K -$306K -1,855 -23%
GIA
1096
Guyasuta Investment Advisors
Pennsylvania
$839K +$57.8K +350 +6%
BOH
1097
Bank of Hawaii
Hawaii
$832K -$78.8K -477 -7%
AF
1098
Ally Financial
Michigan
$832K
WC
1099
Weil Company
California
$832K
BC
1100
Burney Company
Virginia
$826K -$1.1M -6,634 -53%

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.