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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
BMC
1276
Benin Management Corp
Connecticut
$526K
FHA
1277
First Horizon Advisors
Tennessee
$526K +$140K +850 +29%
MIM
1278
Merrion Investment Management
New Jersey
$524K -$18.2K -110 -3%
TF
1279
Tompkins Financial
New York
$524K
FMLI
1280
Fukoku Mutual Life Insurance
Japan
$522K -$116K -700 -16%
VCP
1281
Verus Capital Partners
Arizona
$522K -$85.9K -520 -12%
FMII
1282
Farmers & Merchants Investments Inc
Nebraska
$522K
TCM
1283
Twin Capital Management
Pennsylvania
$521K -$6.61K -40 -1%
AWM
1284
Aries Wealth Management
Maine
$521K +$620K +3,756 New
SWA
1285
Sutton Wealth Advisors
Florida
$518K -$3.14K -19 -0.5%
FCCM
1286
First City Capital Management
Georgia
$518K -$4.96K -30 -0.8%
CBN
1287
Cadence Bank NA
Texas
$517K +$6.44K +39 +1%
BA
1288
Bellwether Advisors
Nebraska
$516K +$472K +2,857 +330%
CBT
1289
CoreFirst Bank & Trust
Kansas
$515K
APC
1290
Aspire Private Capital
North Carolina
$515K +$3.3K +20 +0.5%
IC
1291
Intersect Capital
California
$515K +$4.63K +28 +0.8%
CB
1292
Cadence Bank
Mississippi
$514K -$41.5K -251 -6%
OL
1293
Optas LLC
Texas
$514K +$53.2K +322 +9%
FMN
1294
Financial Management Network
California
$512K +$18.2K +110 +3%
WPC
1295
Wedmont Private Capital
Pennsylvania
$511K +$108K +653 +22%
SWM
1296
SeaCrest Wealth Management
New York
$510K -$13.7K -83 -2%
6F
1297
626 Financial
Michigan
$509K +$16.7K +101 +3%
IIM
1298
Ipswich Investment Management
Massachusetts
$508K +$24.8K +150 +4%
GWM
1299
Gitterman Wealth Management
New Jersey
$506K
ACA
1300
Aptus Capital Advisors
Alabama
$505K -$23.5K -142 -4%

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.