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American Express

2,063 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, 807 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: 1,9982,063 (+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: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
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
807
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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$109M +$4M +22,148 +4%
Fayez Sarofim & Co
102
Fayez Sarofim & Co
Texas
$109M -$880K -4,874 -0.8%
Retirement Systems of Alabama
103
Retirement Systems of Alabama
Alabama
$107M +$1.83M +10,108 +2%
CIC
104
Crawford Investment Counsel
Georgia
$106M -$4.38M -24,275 -4%
FI
105
Focused Investors
California
$104M -$3.58M -19,800 -3%
HP
106
Hosking Partners
United Kingdom
$101M -$2.16M -11,945 -2%
CCMG
107
Clark Capital Management Group
Pennsylvania
$98.6M -$9.93M -55,002 -9%
PAM
108
Panagora Asset Management
Massachusetts
$93.8M +$21.8M +120,895 +32%
MSV
109
MN Services Vermogensbeheer
Netherlands
$91.7M -$5.83M -32,300 -6%
MG
110
Markel Group
Virginia
$90.6M
RJA
111
Raymond James & Associates
Florida
$90.1M +$832K +4,608 +1%
CAM
112
Cacti Asset Management
Georgia
$90M +$465K +2,575 +0.5%
Swedbank
113
Swedbank
Sweden
$89.6M -$16.4M -91,021 -16%
Stifel Financial
114
Stifel Financial
Missouri
$88.6M +$3.13M +17,306 +4%
AT
115
AMF Tjänstepension
Sweden
$82.6M -$698K -3,863 -0.9%
Kovitz Investment Group Partners
116
Kovitz Investment Group Partners
Illinois
$80.4M -$57.5M -318,515 -43%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$80M +$5.86M +32,467 +8%
HighTower Advisors
118
HighTower Advisors
Illinois
$79.3M +$2.93M +16,225 +4%
Brown Advisory
119
Brown Advisory
Maryland
$77.5M -$23.9M -132,529 -24%
EIC
120
Equity Investment Corp
Georgia
$77M +$3.79M +20,986 +5%
AIM
121
Artemis Investment Management
United Kingdom
$74.7M -$74.2M -411,102 -51%
Calamos Advisors
122
Calamos Advisors
Illinois
$74.5M +$5.85M +32,392 +9%
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$74.4M +$5.13M +28,401 +8%
Truist Financial
124
Truist Financial
North Carolina
$74.1M -$8.35M -46,247 -10%
ProShare Advisors
125
ProShare Advisors
Maryland
$74.1M -$3.7M -20,511 -5%

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 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 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 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.