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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
AF
1326
Allworth Financial
California
$477K -$109K -662 -16%
DWM
1327
Defined Wealth Management
Oregon
$477K
XT
1328
XTX Topco
Cayman Islands
$477K +$351K +2,125 +162%
HWM
1329
Horizon Wealth Management
Illinois
$475K -$8.75K -53 -2%
JWBC
1330
John W. Bristol & Co
New York
$474K
RI
1331
Ridgewood Investments
New Jersey
$472K +$2.15K +13 +0.4%
ACS
1332
Archford Capital Strategies
Illinois
$471K +$155K +940 +38%
MFG
1333
Magnus Financial Group
New York
$470K +$44.9K +272 +9%
NO
1334
Ninety One
South Africa
$470K +$567K +3,430 New
PFS
1335
Prospera Financial Services
Texas
$469K -$203K -1,232 -27%
IAN
1336
Integrated Advisors Network
Texas
$469K +$162K +982 +41%
BIM
1337
Barton Investment Management
Pennsylvania
$466K
HFM
1338
Hartford Financial Management
Connecticut
$466K
RP
1339
Riverbridge Partners
Minnesota
$464K
BTI
1340
Blue Trust Inc
Georgia
$464K +$410K +2,481 New
SAM
1341
SignalPoint Asset Management
Missouri
$459K -$826 -5 -0.2%
AC
1342
Abbrea Capital
California
$458K +$16.5K +100 +3%
SW
1343
Solidarity Wealth
Utah
$458K +$198K +1,200 +68%
BDA
1344
Borer Denton & Associates
Pennsylvania
$457K
CLOS
1345
Compagnie Lombard Odier SCmA
Switzerland
$455K -$183K -1,110 -25%
PO
1346
Private Ocean
California
$455K -$661 -4 -0.1%
DS
1347
DRW Securities
Illinois
$453K +$321K +1,944 +147%
AIM
1348
Aspen Investment Management
Michigan
$452K -$4.96K -30 -0.9%
ITIM
1349
Indiana Trust & Investment Management
Indiana
$452K +$13K +79 +2%
GWMIA
1350
Global Wealth Management Investment Advisory
Florida
$451K +$12.4K +75 +2%

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.