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American Express

2,063 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, 807 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: 1,9982,063 (+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: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+65
Holders Change %
+3.25%
% of All Funds
32.54%
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
807
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
Jane Street
126
Jane Street
New York
$74.1M +$49.3M +272,729 +221%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$73.8M +$619K +3,426 +0.9%
Mitsubishi UFJ Trust & Banking
128
Mitsubishi UFJ Trust & Banking
Japan
$73.3M -$153K -846 -0.2%
State of New Jersey Common Pension Fund D
129
State of New Jersey Common Pension Fund D
New Jersey
$72.6M -$1.91M -10,603 -3%
SAM
130
Storebrand Asset Management
Norway
$72.3M +$2.68M +14,848 +4%
GG
131
Gofen & Glossberg
Illinois
$72.2M +$814K +4,510 +1%
Toronto Dominion Bank
132
Toronto Dominion Bank
Ontario, Canada
$71.9M -$66.8M -370,063 -49%
US Bancorp
133
US Bancorp
Minnesota
$71.8M +$1.32M +7,311 +2%
HPC
134
HM Payson & Co
Maine
$71.5M -$482K -2,669 -0.7%
Millennium Management
135
Millennium Management
New York
$71M -$69.1M -382,827 -50%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$70.9M -$1.44M -7,974 -2%
SBCM
137
Schwerin Boyle Capital Management
Massachusetts
$70.5M -$497K -2,750 -0.7%
ASC
138
Atalanta Sosnoff Capital
New York
$69.8M +$9.79M +54,232 +17%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$69.5M -$5.22M -28,902 -7%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$69M +$3.95M +21,849 +6%
GT
141
Glenmede Trust
Pennsylvania
$69M -$1.01M -5,600 -1%
LPL Financial
142
LPL Financial
California
$67.1M +$9.54M +52,808 +17%
Ensign Peak Advisors
143
Ensign Peak Advisors
Utah
$67M -$21.1M -116,847 -25%
AIMCA
144
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$66.1M +$4.88M +27,000 +8%
IR
145
IAT Reinsurance
New York
$65.2M +$62.9M +348,500 New
Asset Management One
146
Asset Management One
Japan
$65.1M -$3.03M -16,755 -5%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$63.8M -$478K -2,649 -0.8%
MPI
148
Mairs & Power Inc
Minnesota
$62.9M -$11M -60,765 -15%
Los Angeles Capital Management
149
Los Angeles Capital Management
California
$62.9M -$5.73M -31,736 -9%
SC
150
Samlyn Capital
New York
$62.7M +$60.5M +335,073 New

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 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 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,998 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.