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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
KCM
1151
KRS Capital Management
Michigan
$714K +$17.2K +104 +2%
SFA
1152
Souders Financial Advisors
Ohio
$711K +$847K +5,126 New
GRP
1153
Global Retirement Partners
California
$710K -$9.58K -58 -1%
SAM
1154
S.A. Mason
Michigan
$707K +$165 +1 +0%
EIM
1155
Ervin Investment Management
Washington
$706K
LCS
1156
Levin Capital Strategies
New York
$702K
WT
1157
Washington Trust
Rhode Island
$699K +$58K +351 +7%
SRC
1158
Sage Rhino Capital
California
$697K +$20.6K +125 +3%
BWM
1159
BigSur Wealth Management
Florida
$696K
LRPA
1160
L. Roy Papp & Associates
Arizona
$696K +$8.59K +52 +1%
GC
1161
Garde Capital
Washington
$695K -$3.8K -23 -0.5%
RCC
1162
Red Cedar Capital
Nebraska
$695K
LCM
1163
Leisure Capital Management
California
$693K -$20.5K -124 -2%
NWM
1164
Northcape Wealth Management
New York
$693K
SOAMC
1165
Spirit of America Management Corp
New York
$693K
WPW
1166
Waldron Private Wealth
Pennsylvania
$693K +$10.7K +65 +1%
EIP
1167
Ellis Investment Partners
Pennsylvania
$688K +$85.1K +515 +12%
DW
1168
Domani Wealth
Pennsylvania
$685K -$29.7K -180 -4%
PA
1169
PFG Advisors
Arizona
$685K +$202K +1,222 +33%
PK
1170
Pflug Koory
Nebraska
$684K +$16.5K +100 +2%
GL
1171
Graypoint LLC
New York
$679K -$182K -1,101 -18%
SI
1172
Saxon Interests
Texas
$679K +$109K +658 +16%
PIM
1173
Profit Investment Management
Maryland
$673K
PGCM
1174
Prescott Group Capital Management
Oklahoma
$670K
SWM
1175
Spire Wealth Management
Virginia
$666K -$1.13M -6,869 -59%

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.