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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
LP
1301
LGL Partners
Pennsylvania
$504K +$330 +2 +0.1%
BST
1302
Bath Savings Trust
Maine
$502K
HCM
1303
Hall Capital Management
Rhode Island
$502K +$55.3K +335 +10%
HC
1304
Henshaw Capital
Massachusetts
$499K +$121K +730 +25%
SC
1305
Saybrook Capital
North Carolina
$499K
Q
1306
QVR
California
$499K +$595K +3,602 New
PTC
1307
Philadelphia Trust Company
Pennsylvania
$498K
PWM
1308
Purus Wealth Management
California
$498K
CSPAM
1309
Cary Street Partners Asset Management
Virginia
$497K -$33.4K -202 -5%
MSU
1310
Mizuho Securities USA
New York
$497K
AF
1311
Arrow Financial
New York
$496K -$4.13K -25 -0.7%
SIC
1312
Sigma Investment Counselors
Michigan
$494K +$5.62K +34 +1%
SXL
1313
Summit X LLC
Missouri
$492K +$2.48K +15 +0.4%
PHS
1314
Pekin Hardy Strauss
Illinois
$491K
SWM
1315
Scissortail Wealth Management
Oklahoma
$491K
UAML
1316
US Asset Management LLC
Pennsylvania
$491K
FPCG
1317
Fort Pitt Capital Group
Pennsylvania
$489K
GBT
1318
Grove Bank & Trust
Florida
$489K +$9.74K +59 +2%
FWCM
1319
Ferguson Wellman Capital Management
Oregon
$488K
APIM
1320
Agate Pass Investment Management
Washington
$487K
ZCA
1321
Zeke Capital Advisors
Pennsylvania
$485K -$8.59K -52 -1%
FNBOH
1322
First National Bank of Hutchinson
Kansas
$485K +$1.16K +7 +0.2%
SJIA
1323
St. James Investment Advisors
New York
$484K -$1.79M -10,842 -76%
V
1324
VeraBank
Texas
$481K -$30.6K -185 -5%
SFG
1325
Summit Financial Group
West Virginia
$478K

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.