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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
LWM
1451
Laidlaw Wealth Management
New York
$456K +$41.2K +228 +10%
ACS
1452
Archford Capital Strategies
Illinois
$456K +$86.5K +479 +24%
ZIG
1453
Zullo Investment Group
Pennsylvania
$454K -$542 -3 -0.1%
HAIM
1454
Hunter Associates Investment Management
Pennsylvania
$452K
WIM
1455
Wittenberg Investment Management
Massachusetts
$451K -$72.2K -400 -14%
KA
1456
Kozak & Associates
Colorado
$450K
LIA
1457
LS Investment Advisors
Michigan
$450K
NA
1458
Navellier & Associates
Nevada
$449K -$18.1K -100 -4%
CIM
1459
Confluence Investment Management
Missouri
$449K
IAN
1460
Integrated Advisors Network
Texas
$449K +$74.2K +411 +21%
CCA
1461
Childress Capital Advisors
Texas
$449K +$96.1K +532 +28%
TC
1462
Titleist Capital
Texas
$449K +$434K +2,402 New
ONB
1463
Old National Bancorp
Indiana
$448K -$27.3K -151 -6%
ICG
1464
InterOcean Capital Group
Tennessee
$448K -$15K -83 -3%
HDIM
1465
Hanson & Doremus Investment Management
Vermont
$448K -$9.03K -50 -2%
STA
1466
Summit Trail Advisors
New York
$448K +$433K +2,398 New
SFG
1467
Sunburst Financial Group
Alabama
$446K
PPW
1468
Pinnacle Private Wealth
Massachusetts
$445K -$16.8K -93 -4%
NAMP
1469
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$445K +$31.6K +175 +8%
MFA
1470
Mayflower Financial Advisors
Massachusetts
$444K -$49.7K -275 -10%
WWM
1471
Windsor Wealth Management
Indiana
$443K +$542 +3 +0.1%
AC
1472
ASB Consultores
Florida
$443K +$52.7K +292 +14%
GA
1473
Geller Advisors
New York
$442K -$8.85K -49 -2%
SAM
1474
Secure Asset Management
Michigan
$441K +$426K +2,357 New
MBTD
1475
Mechanics Bank - Trust Department
California
$439K -$45.1K -250 -10%

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.