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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
RWM
1176
Ritholtz Wealth Management
New York
$663K -$139K -844 -15%
BFC
1177
Bedel Financial Consulting
Indiana
$662K -$27.9K -169 -3%
MWM
1178
Meridian Wealth Management
Kentucky
$657K +$118K +714 +18%
TCM
1179
Tufton Capital Management
Maryland
$656K
RMCM
1180
Reynders McVeigh Capital Management
Massachusetts
$654K
GFS
1181
GYL Financial Synergies
Connecticut
$652K +$165 +1 +0%
FCAG
1182
First Capital Advisors Group
New Jersey
$652K +$777K +4,705 New
AL
1183
Aspiriant LLC
California
$649K -$30.4K -184 -4%
SS
1184
Simplicity Solutions
Minnesota
$646K +$66.4K +402 +9%
WA
1185
Wealth Alliance
New York
$645K -$114K -689 -13%
EAM
1186
Evanson Asset Management
California
$645K +$38.7K +234 +5%
Koshinski Asset Management
1187
Koshinski Asset Management
Illinois
$644K +$5.95K +36 +0.8%
RCM
1188
Radnor Capital Management
Pennsylvania
$643K +$76K +460 +11%
PTC
1189
Private Trust Company
Ohio
$641K -$240K -1,456 -24%
CIA
1190
Capital Investment Advisors
Georgia
$641K -$220K -1,334 -22%
TWA
1191
TCI Wealth Advisors
Arizona
$641K -$1.49K -9 -0.2%
SIG
1192
Sargent Investment Group
Maryland
$638K -$826 -5 -0.1%
DI
1193
Diligent Investors
California
$638K
ACM
1194
Advisors Capital Management
New Jersey
$636K -$60K -363 -7%
FLPIM
1195
F.L. Putnam Investment Management
Massachusetts
$636K -$22K -133 -3%
SC
1196
Schulhoff & Co
Ohio
$636K -$5.78K -35 -0.8%
CWS
1197
Cypress Wealth Services
California
$636K +$12.1K +73 +2%
PRC
1198
Pearl River Capital
Michigan
$635K +$756K +4,578 New
WG
1199
Winton Group
United Kingdom
$632K -$131K -794 -15%
LIM
1200
Leavell Investment Management
Alabama
$632K +$8.26K +50 +1%

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.