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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
LP
1251
LGL Partners
Pennsylvania
$491K +$303 +2 +0.1%
PCM
1252
Penserra Capital Management
California
$490K -$44.5M -293,801 -99%
PTC
1253
Philadelphia Trust Company
Pennsylvania
$487K +$1.82K +12 +0.3%
TW
1254
Transform Wealth
Colorado
$486K -$30.7K -203 -5%
SC
1255
Saybrook Capital
North Carolina
$486K
CWM
1256
Congress Wealth Management
Massachusetts
$486K +$90.8K +600 +20%
RIA
1257
Richwood Investment Advisors
Ohio
$484K -$32.5K -215 -6%
AF
1258
Arrow Financial
New York
$482K
CSPAM
1259
Cary Street Partners Asset Management
Virginia
$480K -$4.54K -30 -0.8%
FMN
1260
Financial Management Network
California
$479K -$53.9K -356 -10%
SIC
1261
Sigma Investment Counselors
Michigan
$479K -$1.51K -10 -0.3%
GBT
1262
Grove Bank & Trust
Florida
$479K +$2.73K +18 +0.5%
JA
1263
JLB & Associates
Michigan
$479K +$79.8K +527 +17%
MC
1264
Machina Capital
France
$477K +$535K +3,533 New
TAM
1265
Trillium Asset Management
Massachusetts
$476K -$109K -722 -17%
FAFN
1266
First Affirmative Financial Network
Colorado
$476K -$49.8K -329 -9%
FPCG
1267
Fort Pitt Capital Group
Pennsylvania
$476K
MWA
1268
Meridian Wealth Advisors
Texas
$475K +$114K +750 +27%
PWM
1269
Purus Wealth Management
California
$474K -$12.1K -80 -2%
APIM
1270
Agate Pass Investment Management
Washington
$474K
FWCM
1271
Ferguson Wellman Capital Management
Oregon
$474K
AWA
1272
Arkadios Wealth Advisors
Georgia
$473K +$131K +868 +33%
HC
1273
Henshaw Capital
Massachusetts
$473K -$14.5K -96 -3%
CCMT
1274
CMT Capital Markets Trading
Germany
$472K +$530K +3,500 New
CIA
1275
Capital Investment Advisors
Georgia
$469K -$174K -1,150 -25%

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.