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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
GC
1201
GFG Capital
Florida
$817K
BMA
1202
Brooks Moore & Associates
Tennessee
$816K
AB
1203
Atlas Brown
Kentucky
$814K +$181 +1 +0%
TFS
1204
Thoroughbred Financial Services
Tennessee
$814K +$450K +2,492 +134%
GA
1205
GoalVest Advisory
New York
$814K +$786K +4,353 New
LA
1206
Latitude Advisors
Florida
$811K +$326K +1,804 +71%
BFM
1207
Boston Financial Management
Massachusetts
$809K +$16.1K +89 +2%
YWP
1208
YorkBridge Wealth Partners
New York
$808K
GRP
1209
Global Retirement Partners
California
$806K -$22.2K -123 -2%
CWS
1210
Confluence Wealth Services
Pennsylvania
$805K -$903 -5 -0.1%
HGERS
1211
Householder Group Estate & Retirement Specialist
Arizona
$803K -$79.5K -440 -9%
HH
1212
Hilltop Holdings
Texas
$802K -$561K -3,107 -42%
RSWM
1213
Robertson Stephens Wealth Management
California
$800K -$1.45K -8 -0.2%
ECM
1214
Estabrook Capital Management
New York
$799K -$9.03K -50 -1%
SS
1215
Simplicity Solutions
Minnesota
$797K -$557K -3,086 -42%
FFMBT
1216
First Farmers & Merchants Bank Trust
Tennessee
$797K -$54.2K -300 -7%
SI
1217
Saxon Interests
Texas
$793K +$20.4K +113 +3%
TAM
1218
Trillium Asset Management
Massachusetts
$786K -$214K -1,184 -22%
TPWM
1219
Twelve Points Wealth Management
Massachusetts
$786K +$5.42K +30 +0.7%
RCM
1220
Radnor Capital Management
Pennsylvania
$781K +$50.6K +280 +7%
DIP
1221
DT Investment Partners
Pennsylvania
$781K +$279K +1,545 +59%
IP
1222
Intellectus Partners
California
$778K +$752K +4,162 New
WCM
1223
Weik Capital Management
Pennsylvania
$777K -$361 -2 -0%
PIM
1224
Perpetual Investment Management
Australia
$777K
TLP
1225
Trinity Legacy Partners
Texas
$776K +$65.9K +365 +10%

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.