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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
VWA
1176
V Wealth Advisors
Kansas
$851K -$155K -860 -16%
IA
1177
IFP Advisors
Florida
$851K +$816K +4,519 +88%
OR
1178
Olympiad Research
Connecticut
$845K -$176K -972 -18%
CWS
1179
Cypress Wealth Services
California
$845K +$361 +2 +0%
SCP
1180
Stamos Capital Partners
California
$842K +$813K +4,500 New
PWPS
1181
Pinnacle Wealth Planning Services
Ohio
$841K +$16.8K +93 +2%
LIM
1182
Leavell Investment Management
Alabama
$840K +$3.97K +22 +0.5%
HT
1183
HighTower Trust
Texas
$840K +$24.6K +136 +3%
KA
1184
Kovack Advisors
Florida
$837K +$54.9K +304 +7%
FMLI
1185
Fukoku Mutual Life Insurance
Japan
$835K -$1.08M -5,973 -57%
EH
1186
Equitable Holdings
New York
$833K +$152K +840 +23%
EIP
1187
Ellis Investment Partners
Pennsylvania
$832K -$2.71K -15 -0.3%
CA
1188
Capitolis Advisors
New York
$831K -$107M -593,649 -99%
WB
1189
WesBanco Bank
West Virginia
$827K +$9.93K +55 +1%
EAM
1190
Evanson Asset Management
California
$827K +$84K +465 +12%
AIM
1191
Alhambra Investment Management
Florida
$826K
AFG
1192
Allegheny Financial Group
Pennsylvania
$826K +$903 +5 +0.1%
FA
1193
FDx Advisors
Illinois
$822K -$920K -5,095 -54%
CLOS
1194
Compagnie Lombard Odier SCmA
Switzerland
$821K
LWAC
1195
Laurel Wealth Advisors (California)
California
$821K +$22.8K +126 +3%
PWP
1196
Pursue Wealth Partners
California
$821K
CPO
1197
Cerity Partners OCIO
New York
$819K -$553K -3,060 -41%
IA
1198
IFG Advisors
Missouri
$819K +$722 +4 +0.1%
BAM
1199
Beaumont Asset Management
Texas
$819K +$20.9K +116 +3%
BAM
1200
Byrne Asset Management
New Jersey
$818K +$18.4K +102 +2%

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.