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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
MHS
1101
M Holdings Securities
Oregon
$823K -$372K -2,255 -28%
SW
1102
SteelPeak Wealth
California
$819K +$370K +2,241 +62%
PPWM
1103
Paragon Private Wealth Management
Kentucky
$814K +$21.6K +131 +2%
SGI
1104
Summit Global Investments
Utah
$813K -$439K -2,655 -31%
LA
1105
LVW Advisors
New York
$813K -$17.7K -107 -2%
KWILP
1106
Kiwi Wealth Investments Limited Partnership
New Zealand
$812K +$968K +5,858 New
SSG
1107
Summit Securities Group
New York
$812K +$786K +4,756 +432%
LWM
1108
Lyell Wealth Management
California
$809K +$11.4K +69 +1%
AF
1109
Advisornet Financial
Minnesota
$802K -$106K -641 -10%
NB
1110
NBT Bank
New York
$802K -$4.13K -25 -0.4%
LWANC
1111
Laurel Wealth Advisors (North Carolina)
North Carolina
$800K
PWP
1112
Principle Wealth Partners
Connecticut
$799K +$74.3K +450 +8%
UAM
1113
UAS Asset Management
New York
$797K +$949K +5,745 New
CS
1114
Cannell & Spears
New York
$790K
FHA
1115
Flagship Harbor Advisors
Massachusetts
$788K -$22.1K -134 -2%
TWI
1116
Thomas White International
Illinois
$787K
BS
1117
Boenning & Scattergood
Pennsylvania
$784K -$3.3K -20 -0.4%
LA
1118
Lifeworks Advisors
Michigan
$781K -$11.9K -72 -1%
CA
1119
Crewe Advisors
Utah
$779K +$36K +218 +4%
BHBT
1120
Burke & Herbert Bank & Trust
Virginia
$776K
BHIA
1121
Birch Hill Investment Advisors
Massachusetts
$774K
CAM
1122
CenterStar Asset Management
Illinois
$771K
SB
1123
Sunflower Bank
Texas
$769K -$40.3K -244 -4%
BFM
1124
Boston Financial Management
Massachusetts
$767K +$200K +1,209 +28%
HC
1125
HNP Capital
New York
$760K

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.