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American Express

1,970 hedge funds and large institutions have $87.8B invested in American Express in 2022 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 706 increasing their positions, 765 reducing their positions, and 183 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.55% less ownership

Funds ownership: 84.79%84.23% (-0.55%)

5% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $1.54B

8% less repeat investments, than reductions

Existing positions increased: 706 | Existing positions reduced: 765

5% less funds holding

Funds holding: 2,0641,970 (-94)

33% less funds holding in top 10

Funds holding in top 10: 6342 (-21)

36% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 183

46% less capital invested

Capital invested by funds: $164B → $87.8B (-$76.1B)

Holders
1,970
Holders Change
-94
Holders Change %
-4.55%
% of All Funds
33.18%
Holding in Top 10
42
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-33.33%
% of All Funds
0.71%
New
117
Increased
706
Reduced
765
Closed
183
Calls
$1.46B
Puts
$1.54B
Net Calls
-$72.1M
Net Calls Change
+$1.15B
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1451
Atticus Wealth Management
Florida
$347K
HIM
1452
Harbour Investment Management
Washington
$347K
TC
1453
Titleist Capital
Texas
$347K +$16.5K +100 +4%
PAM
1454
Paradigm Asset Management
New York
$347K +$413K +2,500 New
FFN
1455
Focus Financial Network
Minnesota
$346K -$11.6K -70 -3%
AC
1456
Addison Capital
Pennsylvania
$346K
CCA
1457
Childress Capital Advisors
Texas
$346K +$14K +85 +4%
PI
1458
Putnam Investments
Massachusetts
$345K -$7.43K -45 -2%
CWG
1459
Cornerstone Wealth Group
North Carolina
$344K -$9.25K -56 -2%
SCA
1460
Sippican Capital Advisors
Massachusetts
$344K
PA
1461
Procyon Advisors
Connecticut
$343K -$76.3K -462 -16%
BSB
1462
Bangor Savings Bank
Maine
$342K +$407K +2,467 New
WKSWA
1463
White Knight Strategic Wealth Advisors
New Jersey
$341K
ZIG
1464
Zullo Investment Group
Pennsylvania
$341K +$5.78K +35 +1%
MIC
1465
Means Investment Company
Maine
$340K -$20.6K -125 -5%
GLLW
1466
Graves Light Lenhart Wealth
Virginia
$338K -$47.6K -288 -11%
GSC
1467
G&S Capital
Colorado
$338K -$1.49K -9 -0.4%
JFA
1468
JNBA Financial Advisors
Minnesota
$338K +$15.5K +94 +4%
WA
1469
Wealth Architects
California
$336K -$6.28K -38 -2%
MAM
1470
Madison Asset Management
Wisconsin
$335K -$67.6K -409 -14%
MFT
1471
Moisand Fitzgerald Tamayo
Florida
$335K +$400K +2,419 New
TIS
1472
Tortoise Index Solutions
Kansas
$334K -$6.28K -38 -2%
LIA
1473
LS Investment Advisors
Michigan
$334K
WIM
1474
Wittenberg Investment Management
Massachusetts
$334K
CIM
1475
Confluence Investment Management
Missouri
$333K

AXP Hedge Fund Activity: Q2 2022 in Review

1,970 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q2 2022, worth a combined $87.8B — down 46% from $164B a quarter earlier.

Sellers outnumbered buyers: 183 funds closed out of AXP and 117 opened new positions — a net loss of 66 holders — while 765 trimmed existing stakes and 706 added.

The largest buyer was Renaissance Technologies, adding an estimated $436M. The largest seller was Wellington Management Group, cutting an estimated $805M.

  • 1,970 institutional investors held American Express (AXP) as of Q2 2022, down from 2,064 in Q1 2022.
  • Funds reported $87.8B of American Express stock for Q2 2022, down 46% quarter-over-quarter.
  • 117 funds opened new American Express positions in Q2 2022 and 183 closed out, a net change of -66 holders.
  • The largest American Express buyer in Q2 2022 was Renaissance Technologies, an estimated $436M added.
  • The largest American Express seller in Q2 2022 was Wellington Management Group, an estimated $805M sold.

Based on aggregated 13F filings for Q2 2022.