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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1226
Hall Capital Management
Rhode Island
$529K +$45.4K +300 +8%
APC
1227
Aspire Private Capital
North Carolina
$525K +$26.6K +176 +5%
DIM
1228
Delta Investment Management
California
$525K +$272K +1,800 +86%
FFMBT
1229
First Farmers & Merchants Bank Trust
Tennessee
$521K -$15.1K -100 -3%
CANC
1230
Culbertson A N & Co
Virginia
$521K
6F
1231
626 Financial
Michigan
$519K +$27.2K +180 +5%
FNBOH
1232
First National Bank of Hutchinson
Kansas
$517K +$50.1K +331 +9%
MIM
1233
MTM Investment Management
South Carolina
$516K -$5.15K -34 -0.9%
KFS
1234
Kurt F. Somerville
$516K
SWA
1235
Sutton Wealth Advisors
Florida
$511K +$7.27K +48 +1%
FMLI
1236
Fukoku Mutual Life Insurance
Japan
$508K
ACA
1237
Aptus Capital Advisors
Alabama
$508K +$20K +132 +4%
OPS
1238
Orion Portfolio Solutions
Nebraska
$506K -$32.1K -212 -5%
FMII
1239
Farmers & Merchants Investments Inc
Nebraska
$505K -$4.09K -27 -0.7%
BMC
1240
Benin Management Corp
Connecticut
$503K -$9.84K -65 -2%
TCM
1241
Twin Capital Management
Pennsylvania
$501K -$6.05K -40 -1%
FCCM
1242
First City Capital Management
Georgia
$499K -$5.75K -38 -1%
SLF
1243
Sun Life Financial
Ontario, Canada
$498K -$110K -724 -16%
GWM
1244
Gitterman Wealth Management
New Jersey
$498K +$6.66K +44 +1%
IIM
1245
Ipswich Investment Management
Massachusetts
$495K
SXL
1246
Summit X LLC
Missouri
$495K +$19.7K +130 +4%
PGCM
1247
Prescott Group Capital Management
Oklahoma
$494K -$177K -1,169 -24%
BST
1248
Bath Savings Trust
Maine
$494K +$6.05K +40 +1%
PHS
1249
Pekin Hardy Strauss
Illinois
$494K +$17.1K +113 +3%
T
1250
TNF
Montana
$492K

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.