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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
KWILP
1076
Kiwi Wealth Investments Limited Partnership
New Zealand
$812K
AF
1077
Ally Financial
Michigan
$809K
WC
1078
Weil Company
California
$809K
BS
1079
Boenning & Scattergood
Pennsylvania
$805K +$47.1K +311 +5%
LA
1080
Lifeworks Advisors
Michigan
$798K -$39.2K -259 -5%
AF
1081
Advisornet Financial
Minnesota
$787K +$7.42K +49 +0.8%
CI
1082
Conning Inc
Connecticut
$785K -$104K -684 -11%
DBT
1083
Dubuque Bank & Trust
Iowa
$784K -$62.2K -411 -7%
WP
1084
WealthSource Partners
California
$783K +$97.3K +643 +12%
EIP
1085
Ellis Investment Partners
Pennsylvania
$783K +$128K +843 +17%
TW
1086
TrinityPoint Wealth
Connecticut
$782K -$1.58M -10,455 -64%
HWP
1087
Highline Wealth Partners
California
$779K +$874K +5,775 New
FMAEN1
1088
Fund Management at Engine No 1
California
$778K -$59.3K -392 -6%
LWANC
1089
Laurel Wealth Advisors (North Carolina)
North Carolina
$778K +$151 +1 +0%
LWM
1090
Lyell Wealth Management
California
$776K -$8.78K -58 -1%
BTWM
1091
Baker Tilly Wealth Management
Wisconsin
$774K +$49.8K +329 +6%
PCM
1092
Prelude Capital Management
New York
$770K +$539K +3,558 +165%
CS
1093
Cannell & Spears
New York
$769K
TWI
1094
Thomas White International
Illinois
$766K
CA
1095
Crewe Advisors
Utah
$766K +$8.63K +57 +1%
SVWAG
1096
Sound View Wealth Advisors Group
Georgia
$762K +$242K +1,602 +40%
GRP
1097
Global Retirement Partners
California
$760K -$303 -2 -0%
BHBT
1098
Burke & Herbert Bank & Trust
Virginia
$756K
BFM
1099
Boston Financial Management
Massachusetts
$756K +$10.7K +71 +1%
KCM
1100
KRS Capital Management
Michigan
$755K +$67.8K +448 +9%

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.