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American Express

2,064 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, 808 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: 1,9992,064 (+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: 808

50% less call options, than puts

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

Holders
2,064
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.55%
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
808
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
CSPAM
1251
Cary Street Partners Asset Management
Virginia
$708K +$6.14K +34 +0.9%
RCM
1252
RB Capital Management
Nevada
$707K +$34.3K +190 +5%
TF
1253
Tompkins Financial
New York
$706K +$63.2K +350 +10%
ACA
1254
Aptus Capital Advisors
Alabama
$706K +$244K +1,350 +56%
FMII
1255
Farmers & Merchants Investments Inc
Nebraska
$705K -$27.1K -150 -4%
FCCM
1256
First City Capital Management
Georgia
$704K
SWM
1257
SeaCrest Wealth Management
New York
$703K +$14.8K +82 +2%
SWA
1258
Sutton Wealth Advisors
Florida
$702K +$3.79K +21 +0.6%
NP
1259
NorthRock Partners
Minnesota
$700K -$35.2K -195 -5%
CCT
1260
Chemung Canal Trust
New York
$695K -$23.5K -130 -3%
CBT
1261
CoreFirst Bank & Trust
Kansas
$695K -$7.22K -40 -1%
PA
1262
PFG Advisors
Arizona
$695K
APC
1263
Aspire Private Capital
North Carolina
$692K +$62.7K +347 +10%
TW
1264
Transform Wealth
Colorado
$691K -$112K -620 -14%
CBN
1265
Cadence Bank NA
Texas
$690K +$15.3K +85 +2%
RIA
1266
Richwood Investment Advisors
Ohio
$689K +$20.8K +115 +3%
IC
1267
Intersect Capital
California
$689K +$71.9K +398 +12%
V
1268
VeraBank
Texas
$683K
GWM
1269
Gitterman Wealth Management
New Jersey
$682K +$31.4K +174 +5%
SW
1270
SteelPeak Wealth
California
$681K -$1.64M -9,092 -71%
LP
1271
LGL Partners
Pennsylvania
$680K -$73.9K -409 -10%
BST
1272
Bath Savings Trust
Maine
$677K +$143K +792 +28%
SC
1273
Saybrook Capital
North Carolina
$673K -$54.2K -300 -8%
AF
1274
Arrow Financial
New York
$673K +$14.4K +80 +2%
FPA
1275
First Pacific Advisors
California
$673K +$18.1K +100 +3%

AXP Hedge Fund Activity: Q1 2022 in Review

2,064 of the 6,341 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 808 trimmed.

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

  • 2,064 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 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.