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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
DWM
1301
Defined Wealth Management
Oregon
$644K
BRWM
1302
B. Riley Wealth Management
Tennessee
$643K -$33.6K -186 -5%
SIC
1303
Salem Investment Counselors
North Carolina
$640K -$25.8K -143 -4%
JWBC
1304
John W. Bristol & Co
New York
$640K
OL
1305
Optas LLC
Texas
$636K -$73.9K -409 -11%
RI
1306
Ridgewood Investments
New Jersey
$634K -$3.07K -17 -0.5%
QCM
1307
Quantinno Capital Management
New York
$632K +$610K +3,380 New
HFM
1308
Hartford Financial Management
Connecticut
$629K -$6.14K -34 -1%
BIM
1309
Barton Investment Management
Pennsylvania
$628K -$25.3K -140 -4%
RP
1310
Riverbridge Partners
Minnesota
$626K
WANY
1311
Wealthspire Advisors (New York)
New York
$625K -$649K -3,591 -52%
DA
1312
Doliver Advisors
Texas
$625K -$61.2K -339 -9%
SCM
1313
Stonebridge Capital Management
California
$625K
FWTB
1314
First Western Trust Bank
Colorado
$624K +$594K +3,287 New
SAM
1315
SignalPoint Asset Management
Missouri
$620K +$3.79K +21 +0.6%
BDA
1316
Borer Denton & Associates
Pennsylvania
$616K +$595K +3,295 New
BCM
1317
BTR Capital Management
California
$616K
HCM
1318
Hall Capital Management
Rhode Island
$615K -$13K -72 -2%
AIM
1319
Aspen Investment Management
Michigan
$615K -$9.03K -50 -1%
PO
1320
Private Ocean
California
$615K -$542 -3 -0.1%
CYG
1321
Clean Yield Group
Vermont
$604K
VT
1322
Vise Technologies
New York
$600K +$580K +3,211 New
ATPW
1323
Ashton Thomas Private Wealth
Arizona
$600K +$242K +1,339 +72%
FP
1324
Factorial Partners
New York
$598K
AC
1325
Abbrea Capital
California
$597K -$10.8K -60 -2%

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.