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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
IIA
1101
IPG Investment Advisors
California
$754K +$594K +3,924 +236%
KAM
1102
Knightsbridge Asset Management
California
$744K +$24.1K +159 +3%
SFA
1103
Sequoia Financial Advisors
Ohio
$743K -$314K -2,074 -27%
DI
1104
Diligent Investors
California
$742K +$136K +900 +20%
BAM
1105
Boyar Asset Management
New York
$741K +$49.2K +325 +6%
ICG
1106
InterOcean Capital Group
Tennessee
$740K -$135K -893 -14%
FFM
1107
Forum Financial Management
Illinois
$740K +$10.6K +70 +1%
NB
1108
NBT Bank
New York
$735K -$51K -337 -6%
BHIA
1109
Birch Hill Investment Advisors
Massachusetts
$735K -$20.3K -134 -2%
WPW
1110
Waldron Private Wealth
Pennsylvania
$734K +$66.8K +441 +9%
CMANY
1111
Capital Management Associates (New York)
New York
$733K -$152K -1,004 -16%
WMC
1112
Westwood Management Corporation
Illinois
$729K
BFC
1113
Bedel Financial Consulting
Indiana
$725K +$23.6K +156 +3%
OFS
1114
Oldfather Financial Services
Nebraska
$723K -$57.4K -379 -7%
ACM
1115
Advisors Capital Management
New Jersey
$722K +$14.1K +93 +2%
RMC
1116
Resources Management Corp
Connecticut
$721K -$1.51K -10 -0.2%
WCM
1117
Weik Capital Management
Pennsylvania
$719K +$1.51K +10 +0.2%
AWC
1118
Abundance Wealth Counselors
Pennsylvania
$718K +$2.88K +19 +0.4%
FCBT
1119
First Citizens Bank & Trust
North Carolina
$717K -$116K -767 -13%
WFA
1120
Wipfli Financial Advisors
Wisconsin
$717K +$805K +5,318 New
CLOS
1121
Compagnie Lombard Odier SCmA
Switzerland
$712K +$303K +2,000 +61%
LCM
1122
Lewis Capital Management
California
$711K +$151 +1 +0%
SF
1123
Symphony Financial
Texas
$708K +$98.5K +651 +14%
SBL
1124
Sargent Bickham Lagudis
Colorado
$707K -$29.5K -195 -4%
LRPA
1125
L. Roy Papp & Associates
Arizona
$704K +$30K +198 +4%

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.