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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
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$84.8M +$99.1M +599,891 +4,939%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$84.1M -$9.83M -59,500 -9%
Alkeon Capital Management
103
Alkeon Capital Management
New York
$83.2M -$151M -912,619 -60%
William Blair & Company
104
William Blair & Company
Illinois
$82.7M -$401K -2,427 -0.4%
BGIM
105
Brandywine Global Investment Management
Pennsylvania
$81.9M +$485K +2,936 +0.5%
Fayez Sarofim & Co
106
Fayez Sarofim & Co
Texas
$80.7M -$72K -436 -0.1%
Retirement Systems of Alabama
107
Retirement Systems of Alabama
Alabama
$80.2M +$1.33M +8,023 +1%
CIC
108
Crawford Investment Counsel
Georgia
$77.5M -$1.63M -9,853 -2%
FI
109
Focused Investors
California
$76.8M -$99.1K -600 -0.1%
Canada Pension Plan Investment Board
110
Canada Pension Plan Investment Board
Ontario, Canada
$73M +$54M +326,871 +163%
Ninety One (UK)
111
Ninety One (UK)
United Kingdom
$70M -$23.4M -141,544 -22%
CCMG
112
Clark Capital Management Group
Pennsylvania
$68.4M -$5.63M -34,105 -6%
PRO
113
Pensioenfonds Rail & OV
Netherlands
$67.3M -$28.8M -174,651 -27%
MG
114
Markel Group
Virginia
$67.1M
RJA
115
Raymond James & Associates
Florida
$67M +$241K +1,458 +0.3%
Swedbank
116
Swedbank
Sweden
$66.1M -$370K -2,241 -0.5%
CAM
117
Cacti Asset Management
Georgia
$65.9M +$90.8K +550 +0.1%
Stifel Financial
118
Stifel Financial
Missouri
$64.8M -$1.08M -6,542 -1%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$64.6M -$58.5M -354,449 -43%
CSS
120
Cubist Systematic Strategies
Connecticut
$63.3M +$71M +429,974 +1,604%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$63.1M +$10.4M +62,893 +16%
HP
122
Hosking Partners
United Kingdom
$62.8M -$14.3M -86,533 -16%
Jane Street
123
Jane Street
New York
$62.7M +$9.29M +56,241 +14%
PAM
124
Panagora Asset Management
Massachusetts
$61.2M -$9.99M -60,469 -12%
Brown Advisory
125
Brown Advisory
Maryland
$60.4M +$3.44M +20,853 +5%

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.