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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
PPWM
1126
Paragon Private Wealth Management
Kentucky
$959K +$180K +998 +21%
DW
1127
Domani Wealth
Pennsylvania
$957K -$4.51K -25 -0.5%
LCM
1128
Leisure Capital Management
California
$957K +$8.13K +45 +0.9%
FFM
1129
Forum Financial Management
Illinois
$956K -$42.4K -235 -4%
SAM
1130
S.A. Mason
Michigan
$953K +$181 +1 +0%
LCS
1131
Levin Capital Strategies
New York
$947K
KCM
1132
KRS Capital Management
Michigan
$943K +$68.1K +377 +8%
SYBT
1133
Stock Yards Bank & Trust
Kentucky
$942K -$70.3K -389 -7%
GC
1134
Garde Capital
Washington
$942K +$4.15K +23 +0.5%
LA
1135
Legacy Advisors
Pennsylvania
$942K +$79.5K +440 +10%
RCC
1136
Red Cedar Capital
Nebraska
$938K
SOAMC
1137
Spirit of America Management Corp
New York
$935K -$325K -1,800 -26%
BWM
1138
BigSur Wealth Management
Florida
$935K
NWM
1139
Northcape Wealth Management
New York
$935K
LRPA
1140
L. Roy Papp & Associates
Arizona
$929K -$5.24K -29 -0.6%
ACM
1141
Advisors Capital Management
New Jersey
$926K -$109K -606 -11%
BFC
1142
Bedel Financial Consulting
Indiana
$925K -$11.9K -66 -1%
WPW
1143
Waldron Private Wealth
Pennsylvania
$923K +$37K +205 +4%
SIM
1144
Sentry Investment Management
Wisconsin
$920K -$149K -827 -14%
SRC
1145
Sage Rhino Capital
California
$917K -$76.9K -426 -8%
FFA
1146
First Foundation Advisors
California
$917K +$273K +1,510 +45%
AL
1147
Aspiriant LLC
California
$911K +$35.2K +195 +4%
JC
1148
JB Capital
Connecticut
$910K +$101K +560 +13%
PIM
1149
Profit Investment Management
Maryland
$907K +$37.4K +207 +4%
GCM
1150
Graham Capital Management
Connecticut
$907K +$616K +3,410 +236%

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.