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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
CA
1401
Claris Advisors
Missouri
$506K
MMG
1402
Monetary Management Group
Missouri
$505K -$135K -750 -22%
BFPW
1403
BOK Financial Private Wealth
Colorado
$505K +$157K +869 +47%
PIA
1404
Pinion Investment Advisors
Kansas
$505K +$488K +2,700 New
NSIM
1405
North Star Investment Management
Illinois
$504K -$1.45K -8 -0.3%
CP
1406
Cumberland Partners
Ontario, Canada
$503K +$7.22K +40 +2%
PCG
1407
Private Capital Group
Connecticut
$502K +$60.3K +334 +14%
MA
1408
MCF Advisors
Kentucky
$499K +$482K +2,670 New
MAM
1409
McLean Asset Management
Virginia
$497K +$15.7K +87 +3%
SWM
1410
Scissortail Wealth Management
Oklahoma
$493K
RCG
1411
Regatta Capital Group
California
$492K -$16.6K -92 -3%
RIG
1412
Roosevelt Investment Group
New York
$492K
PWA
1413
Phoenix Wealth Advisors
North Carolina
$491K +$39.2K +217 +9%
BA
1414
Ballast Advisors
Minnesota
$490K
WCG
1415
Weaver Consulting Group
California
$489K
PCMC
1416
Paragon Capital Management (Colorado)
Colorado
$488K
SDWMA
1417
Schneider Downs Wealth Management Advisors
Pennsylvania
$487K +$46.1K +255 +11%
OWA
1418
Outlook Wealth Advisors
Texas
$486K -$1.63K -9 -0.3%
WB
1419
Webster Bank
Connecticut
$486K
SLA
1420
Silver Lake Advisory
Utah
$485K +$361 +2 +0.1%
CHP
1421
Cable Hill Partners
Oregon
$484K +$19.3K +107 +4%
CAL
1422
Capital Analysts LLC
Pennsylvania
$484K +$43.5K +241 +10%
SFI
1423
SPC Financial Inc
Maryland
$483K
NWA
1424
Navis Wealth Advisors
New York
$483K +$467K +2,584 New
MIC
1425
Means Investment Company
Maine
$482K +$22.4K +124 +5%

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.