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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
FDS
1426
First Dallas Securities
Texas
$482K +$465K +2,575 New
PFM
1427
Parsec Financial Management
North Carolina
$481K +$78.6K +435 +20%
DAS
1428
Dynamic Advisor Solutions
Arizona
$480K -$5.24K -29 -1%
FFN
1429
Focus Financial Network
Minnesota
$478K -$758K -4,196 -62%
JA
1430
JLB & Associates
Michigan
$478K +$154K +853 +50%
BHWM
1431
Bar Harbor Wealth Management
New Hampshire
$477K -$14.3K -79 -3%
DSC
1432
Duncker Streett & Co
Missouri
$477K
KF
1433
Krilogy Financial
Missouri
$477K +$90.3K +500 +24%
PI
1434
Putnam Investments
Massachusetts
$474K -$21.5K -119 -4%
BG
1435
Benedetti & Gucer
Georgia
$474K -$13.5K -75 -3%
CWG
1436
Cornerstone Wealth Group
North Carolina
$474K -$11.9K -66 -3%
TNB
1437
Thomasville National Bank
Georgia
$473K -$23.8K -132 -5%
RHAM
1438
Round Hill Asset Management
California
$472K
RW
1439
REDW Wealth
New Mexico
$470K
HIM
1440
Harbour Investment Management
Washington
$468K
AWM
1441
Atticus Wealth Management
Florida
$468K +$451K +2,500 New
Verition Fund Management
1442
Verition Fund Management
Connecticut
$467K -$691K -3,827 -61%
AC
1443
Addison Capital
Pennsylvania
$466K
XWM
1444
Xcel Wealth Management
Florida
$464K
SCA
1445
Sippican Capital Advisors
Massachusetts
$463K -$4.51K -25 -1%
WKSWA
1446
White Knight Strategic Wealth Advisors
New Jersey
$460K -$141K -780 -24%
SPWG
1447
Sage Private Wealth Group
Illinois
$460K +$2.17K +12 +0.5%
WA
1448
Wealth Architects
California
$460K +$29.4K +163 +7%
TIS
1449
Tortoise Index Solutions
Kansas
$458K -$118K -656 -21%
GSC
1450
G&S Capital
Colorado
$458K +$178K +984 +67%

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.