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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
1351
Plancorp LLC
Missouri
$398K +$11.8K +78 +3%
BTI
1352
Blue Trust Inc
Georgia
$398K +$58.4K +386 +16%
ERIM
1353
Eagle Ridge Investment Management
Connecticut
$397K
SAM
1354
Sompo Asset Management
Japan
$395K -$527K -3,480 -54%
V
1355
VeraBank
Texas
$395K -$81K -535 -15%
MCM
1356
Maryland Capital Management
Maryland
$395K -$2.57K -17 -0.6%
CA
1357
Cambridge Advisors
Nebraska
$393K
IP
1358
Investment Partners
Ohio
$393K +$441K +2,913 New
AC
1359
Abbrea Capital
California
$391K -$59.8K -395 -12%
OWA
1360
Outlook Wealth Advisors
Texas
$390K +$11.1K +73 +3%
DCM
1361
Dupont Capital Management
Delaware
$389K -$809K -5,348 -65%
ITIM
1362
Indiana Trust & Investment Management
Indiana
$389K -$57.4K -379 -12%
FFBTD
1363
First Financial Bank - Trust Division
Ohio
$389K +$17K +112 +4%
TLCM
1364
Twin Lakes Capital Management
California
$389K +$436K +2,881 New
ME
1365
McIlrath & Eck
Washington
$385K
RSWM
1366
Robertson Stephens Wealth Management
California
$384K -$171K -1,131 -28%
PWA
1367
Phoenix Wealth Advisors
North Carolina
$384K -$908 -6 -0.2%
FIA
1368
Foundations Investment Advisors
Arizona
$383K +$142K +937 +49%
MGI
1369
MayTech Global Investments
New York
$382K
AIM
1370
Athena Investment Management
California
$381K -$20.9K -138 -5%
AMC
1371
Asset Management Corp
Illinois
$379K -$23K -152 -5%
TYCC
1372
Texas Yale Capital Corp
Florida
$379K
CCMD
1373
Cypress Capital Management (Delaware)
Delaware
$378K
VFA
1374
Voya Financial Advisors
Connecticut
$376K +$18.5K +122 +5%
MIM
1375
Merrion Investment Management
New Jersey
$375K -$151K -1,000 -26%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.