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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
Two Sigma Investments
1101
Two Sigma Investments
New York
$1.03M -$66.6M -368,566 -99%
ST
1102
Spinnaker Trust
Maine
$1.03M +$187K +1,034 +23%
HC
1103
HNP Capital
New York
$1.02M -$70.6K -391 -7%
VRM
1104
Vectors Research Management
New York
$1.02M -$70.6K -391 -7%
QIM
1105
Quantitative Investment Management
Virginia
$1.02M +$989K +5,475 New
CGL
1106
Clarius Group LLC
Washington
$1.02M
CMANY
1107
Capital Management Associates (New York)
New York
$1.01M -$17.3K -96 -2%
VWM
1108
Venturi Wealth Management
Texas
$1.01M -$189K -1,047 -16%
CA
1109
Crewe Advisors
Utah
$1.01M +$800K +4,429 +454%
WMC
1110
Westwood Management Corporation
Illinois
$1.01M
BJL
1111
Brighton Jones LLC
Washington
$1M +$54.5K +302 +6%
RMC
1112
Resources Management Corp
Connecticut
$1M -$2.71K -15 -0.3%
WG
1113
Winton Group
United Kingdom
$1M +$197K +1,091 +26%
SEC
1114
Seven Eight Capital
New York
$999K +$965K +5,342 New
WA
1115
Wealth Alliance
New York
$998K -$28K -155 -3%
PFBT
1116
Parkside Financial Bank & Trust
Missouri
$996K +$67.9K +376 +8%
UFF
1117
USA Financial Formulas
Michigan
$996K +$962K +5,325 +177,500%
MCM
1118
Manchester Capital Management
Vermont
$994K -$38.8K -215 -4%
PWP
1119
Principle Wealth Partners
Connecticut
$994K +$90.3K +500 +10%
LCM
1120
Lewis Capital Management
California
$991K +$181 +1 +0%
CA
1121
Continuum Advisory
Idaho
$988K +$684K +3,790 +203%
SBL
1122
Sargent Bickham Lagudis
Colorado
$985K -$54.4K -301 -5%
FMAEN1
1123
Fund Management at Engine No 1
California
$974K +$941K +5,208 New
WP
1124
WealthSource Partners
California
$970K +$14.3K +79 +2%
EIM
1125
Ervin Investment Management
Washington
$961K

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.