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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
HH
1226
Hilltop Holdings
Texas
$595K +$661 +4 +0.1%
STA
1227
Summit Trail Advisors
New York
$595K +$310K +1,877 +78%
KA
1228
Kovack Advisors
Florida
$594K -$31.7K -192 -4%
EWM
1229
Evermay Wealth Management
Virginia
$593K -$57.8K -350 -8%
ECM
1230
Estabrook Capital Management
New York
$592K
WA
1231
WBH Advisory
Maryland
$592K +$165 +1 +0%
PWPS
1232
Pinnacle Wealth Planning Services
Ohio
$590K -$39.5K -239 -5%
ONB
1233
Old National Bancorp
Indiana
$590K +$306K +1,852 +77%
TAM
1234
Trillium Asset Management
Massachusetts
$589K +$7.43K +45 +1%
EL
1235
EMFO LLC
Florida
$589K +$124K +750 +21%
KFP
1236
KB Financial Partners
New Jersey
$587K -$84.9K -514 -11%
WSC
1237
Wellington Shields & Co
New York
$585K -$1.11M -6,720 -61%
BAM
1238
Byrne Asset Management
New Jersey
$583K -$27.9K -169 -4%
TPWM
1239
Twelve Points Wealth Management
Massachusetts
$583K
HWA
1240
Heritage Wealth Advisors
Virginia
$583K +$171K +1,037 +33%
LA
1241
Legacy Advisors
Pennsylvania
$581K -$141K -852 -17%
DIP
1242
DT Investment Partners
Pennsylvania
$579K
DF
1243
Donoghue Forlines
Massachusetts
$579K +$40.5K +245 +6%
EH
1244
Equitable Holdings
New York
$578K -$46.9K -284 -6%
LS
1245
Livforsakringsbolaget Skandia
Sweden
$574K -$347K -2,100 -34%
HBT
1246
Hills Bank & Trust
Iowa
$573K
SIM
1247
Sentry Investment Management
Wisconsin
$571K -$132K -802 -16%
BDFN
1248
Bond & Devick Financial Network
Minnesota
$571K
SIC
1249
Salem Investment Counselors
North Carolina
$568K +$109K +658 +19%
CA
1250
Centerpoint Advisors
Massachusetts
$564K +$1.65K +10 +0.2%

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.