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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
VRM
1126
Vectors Research Management
New York
$760K
PC
1127
Pecaut & Co
Iowa
$758K -$33K -200 -4%
SBL
1128
Sargent Bickham Lagudis
Colorado
$754K +$28.4K +172 +3%
JC
1129
JB Capital
Connecticut
$754K +$95.1K +576 +12%
OR
1130
Olympiad Research
Connecticut
$753K +$150K +911 +20%
FFM
1131
Forum Financial Management
Illinois
$751K +$49.6K +300 +6%
BTWM
1132
Baker Tilly Wealth Management
Wisconsin
$750K -$62.8K -380 -7%
WMC
1133
Westwood Management Corporation
Illinois
$749K
WW
1134
Waterfront Wealth
Kansas
$744K +$366K +2,216 +70%
RMC
1135
Resources Management Corp
Connecticut
$743K
KAM
1136
Knightsbridge Asset Management
California
$742K +$430K +2,604 +95%
BJL
1137
Brighton Jones LLC
Washington
$739K -$5.29K -32 -0.6%
IFG
1138
Independent Financial Group
California
$737K +$119K +723 +16%
WCM
1139
Weik Capital Management
Pennsylvania
$737K +$192K +1,165 +28%
VT
1140
Vise Technologies
New York
$737K +$348K +2,106 +66%
IP
1141
Intellectus Partners
California
$736K +$186K +1,126 +27%
AWC
1142
Abundance Wealth Counselors
Pennsylvania
$735K -$495K -2,997 -36%
BAAM
1143
Baker Avenue Asset Management
California
$735K -$157K -948 -15%
CWS
1144
Confluence Wealth Services
Pennsylvania
$735K +$34K +206 +5%
PFBT
1145
Parkside Financial Bank & Trust
Missouri
$733K -$6.28K -38 -0.7%
LCM
1146
Lewis Capital Management
California
$731K -$5.29K -32 -0.6%
ESCM
1147
Echo Street Capital Management
New York
$719K +$578K +3,502 +208%
BAM
1148
Boyar Asset Management
New York
$716K -$116K -701 -12%
WP
1149
WealthSource Partners
California
$715K -$4.29K -26 -0.5%
CWM
1150
Chesapeake Wealth Management
Virginia
$715K +$259K +1,568 +44%

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.