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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
PTC
1276
Philadelphia Trust Company
Pennsylvania
$672K
PWM
1277
Purus Wealth Management
California
$672K +$649K +3,595 New
CWM
1278
Chesapeake Wealth Management
Virginia
$671K +$420K +2,326 +184%
MSU
1279
Mizuho Securities USA
New York
$670K -$1.59M -8,778 -71%
6F
1280
626 Financial
Michigan
$666K +$117K +648 +22%
ZCA
1281
Zeke Capital Advisors
Pennsylvania
$665K +$642K +3,557 New
FMN
1282
Financial Management Network
California
$664K -$7.76K -43 -1%
PHS
1283
Pekin Hardy Strauss
Illinois
$663K -$183K -1,013 -22%
BWP
1284
BSW Wealth Partners
Colorado
$663K +$74.6K +413 +13%
UAML
1285
US Asset Management LLC
Pennsylvania
$662K
FPCG
1286
Fort Pitt Capital Group
Pennsylvania
$660K -$113K -626 -15%
SIC
1287
Sigma Investment Counselors
Michigan
$660K
IAIM
1288
International Assets Investment Management
Florida
$660K +$106K +589 +20%
FWCM
1289
Ferguson Wellman Capital Management
Oregon
$658K
APIM
1290
Agate Pass Investment Management
Washington
$657K
H
1291
HoyleCohen
California
$657K +$181 +1 +0%
IIM
1292
Ipswich Investment Management
Massachusetts
$657K +$3.61K +20 +0.6%
EL
1293
EMFO LLC
Florida
$655K -$451K -2,500 -42%
MCC
1294
Money Concepts Capital
Florida
$655K +$633K +3,503 New
SXL
1295
Summit X LLC
Missouri
$655K +$638K +3,535 New
FNBOH
1296
First National Bank of Hutchinson
Kansas
$653K -$223K -1,236 -26%
HWM
1297
Horizon Wealth Management
Illinois
$651K -$717K -3,971 -53%
GBT
1298
Grove Bank & Trust
Florida
$649K +$10.3K +57 +2%
SFG
1299
Summit Financial Group
West Virginia
$646K +$100K +555 +19%
T
1300
TNF
Montana
$645K

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.