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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
SF
1201
Symphony Financial
Texas
$626K +$50.7K +307 +7%
BL
1202
Balentine LLC
Georgia
$625K -$255K -1,544 -26%
LCM
1203
Laurion Capital Management
New York
$623K -$15.5K -94 -2%
FFA
1204
First Foundation Advisors
California
$621K -$69.9K -423 -9%
SCM
1205
Stevens Capital Management
Pennsylvania
$619K -$24.3K -147 -3%
ARC
1206
Advisor Resource Council
Texas
$616K -$856K -5,184 -54%
VWA
1207
V Wealth Advisors
Kansas
$616K -$17.8K -108 -2%
CA
1208
Capitolis Advisors
New York
$616K
SLF
1209
Sun Life Financial
Ontario, Canada
$614K -$30.4K -184 -4%
BW
1210
Basepoint Wealth
Iowa
$612K -$43.9K -266 -6%
AIM
1211
Alhambra Investment Management
Florida
$612K
AFG
1212
Allegheny Financial Group
Pennsylvania
$608K -$5.29K -32 -0.7%
IA
1213
IFG Advisors
Missouri
$608K +$826 +5 +0.1%
HGERS
1214
Householder Group Estate & Retirement Specialist
Arizona
$607K +$14.2K +86 +2%
GC
1215
GFG Capital
Florida
$606K +$1.32K +8 +0.2%
BMA
1216
Brooks Moore & Associates
Tennessee
$605K
NW
1217
NewEdge Wealth
Pennsylvania
$605K +$240K +1,453 +50%
AB
1218
Atlas Brown
Kentucky
$603K
BAM
1219
Beaumont Asset Management
Texas
$601K -$6.44K -39 -0.9%
TFS
1220
Thoroughbred Financial Services
Tennessee
$601K -$3.14K -19 -0.4%
CC
1221
Centiva Capital
New York
$601K +$394K +2,384 +122%
YWP
1222
YorkBridge Wealth Partners
New York
$598K -$1.65K -10 -0.2%
LW
1223
Linscomb Wealth
Texas
$597K -$88.4K -535 -11%
GA
1224
GoalVest Advisory
New York
$597K -$12.7K -77 -2%
CPO
1225
Cerity Partners OCIO
New York
$595K -$14.4K -87 -2%

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.