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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
VCM
1351
Vigilant Capital Management
Maine
$565K +$71.3K +395 +15%
MA
1352
Mezzasalma Advisors
New Jersey
$564K
EGM
1353
Engineers Gate Manager
New York
$561K -$580K -3,211 -52%
FW
1354
FirstPurpose Wealth
Utah
$561K -$65K -360 -11%
HA
1355
Herold Advisors
New York
$561K
LWMM
1356
Legacy Wealth Management (Mississippi)
Mississippi
$561K
MIM
1357
Meridiem Investment Management
United Kingdom
$561K
SKK
1358
Shepherd Kaplan Krochuk
Massachusetts
$561K
VCM
1359
Violich Capital Management
California
$561K
PHAM
1360
Palisades Hudson Asset Management
Florida
$561K +$1.26K +7 +0.2%
IIC
1361
Integrated Investment Consultants
Michigan
$558K -$92.6K -513 -15%
AWA
1362
Arkadios Wealth Advisors
Georgia
$555K +$242K +1,338 +82%
CIC
1363
Carnegie Investment Counsel
Ohio
$554K +$15.2K +84 +3%
AMC
1364
Asset Management Corp
Illinois
$553K -$182K -1,010 -25%
VFA
1365
Voya Financial Advisors
Connecticut
$553K +$100K +554 +23%
FHA
1366
First Horizon Advisors
Tennessee
$552K -$4.7K -26 -0.9%
ERIM
1367
Eagle Ridge Investment Management
Connecticut
$550K -$47K -260 -8%
TLCM
1368
Twin Lakes Capital Management
California
$550K +$542 +3 +0.1%
PA
1369
Procyon Advisors
Connecticut
$550K +$24.6K +136 +5%
CCA
1370
Cadent Capital Advisors
Oklahoma
$547K +$33.6K +186 +7%
WP
1371
WMS Partners
Maryland
$545K -$30.3K -168 -5%
NW
1372
NewEdge Wealth
Pennsylvania
$545K +$526K +2,913 New
ACM
1373
AUA Capital Management
Pennsylvania
$542K +$36.1K +200 +7%
TDC
1374
Thompson Davis & Co
Virginia
$538K +$27.1K +150 +6%
HC
1375
Henshaw Capital
Massachusetts
$537K

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.