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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
PFGIA
1376
Patriot Financial Group Insurance Agency
Massachusetts
$536K -$73K -404 -12%
PTB
1377
Pioneer Trust Bank
Oregon
$536K +$903 +5 +0.2%
ME
1378
McIlrath & Eck
Washington
$533K +$903 +5 +0.2%
MGI
1379
MayTech Global Investments
New York
$530K -$6.14K -34 -1%
EI
1380
Ellevest Inc
New York
$530K +$56.9K +315 +12%
MAM
1381
Madison Asset Management
Wisconsin
$529K -$341K -1,888 -40%
PCM
1382
Penserra Capital Management
California
$529K +$30.5K +169 +6%
CCMD
1383
Cypress Capital Management (Delaware)
Delaware
$524K
MIP
1384
Marietta Investment Partners
Wisconsin
$524K
MAA
1385
Matrix Asset Advisors
New York
$519K
MWA
1386
Meridian Wealth Advisors
Texas
$519K +$65.6K +363 +15%
DI
1387
DFPG Investments
Utah
$518K -$17.2K -95 -3%
CA
1388
CapWealth Advisors
Tennessee
$518K
TSWM
1389
Triangle Securities Wealth Management
North Carolina
$518K
BHB
1390
Bank Hapoalim BM
Israel
$516K -$9.21K -51 -2%
CWM
1391
Cornerstone Wealth Management
Missouri
$515K -$29.3K -162 -6%
KAM
1392
Knightsbridge Asset Management
California
$514K +$181 +1 +0%
JF
1393
Jump Financial
Illinois
$514K +$7.4K +41 +2%
YC
1394
Yarbrough Capital
Tennessee
$514K +$111K +615 +29%
TIM
1395
Thompson Investment Management
Wisconsin
$513K -$679K -3,760 -58%
FFBTD
1396
First Financial Bank - Trust Division
Ohio
$512K
GAM
1397
Garrison Asset Management
Arkansas
$512K
GLLW
1398
Graves Light Lenhart Wealth
Virginia
$510K -$71.7K -397 -13%
SC
1399
Sierra Capital
Florida
$507K +$3.79K +21 +0.8%
CCG
1400
Cypress Capital Group
Florida
$507K +$6.14K +34 +1%

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.