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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
AIMCA
126
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$60.1M +$13.2M +80,200 +23%
EIC
127
Equity Investment Corp
Georgia
$59.6M +$2.96M +17,942 +4%
Kovitz Investment Group Partners
128
Kovitz Investment Group Partners
Illinois
$58.3M -$1.49M -9,034 -2%
AT
129
AMF Tjänstepension
Sweden
$56.4M -$5.74M -34,749 -8%
HighTower Advisors
130
HighTower Advisors
Illinois
$56.2M -$3.05M -18,451 -4%
Calamos Advisors
131
Calamos Advisors
Illinois
$56.1M +$1.11M +6,709 +2%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$55.6M -$4.44M -26,869 -6%
Envestnet Asset Management
133
Envestnet Asset Management
Illinois
$54.6M +$4.05M +24,537 +7%
SAM
134
Storebrand Asset Management
Norway
$54.5M +$1.11M +6,728 +2%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$53.7M +$4.77M +28,894 +8%
LPL Financial
136
LPL Financial
California
$53.4M +$4.4M +26,643 +7%
GG
137
Gofen & Glossberg
Illinois
$53.2M -$364K -2,201 -0.6%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$52.8M -$2.8M -16,960 -4%
State of New Jersey Common Pension Fund D
139
State of New Jersey Common Pension Fund D
New Jersey
$52.5M -$1.62M -9,829 -3%
US Bancorp
140
US Bancorp
Minnesota
$52.4M -$938K -5,680 -1%
MSV
141
MN Services Vermogensbeheer
Netherlands
$52.3M -$18.6M -112,700 -23%
Chevy Chase Trust
142
Chevy Chase Trust
Maryland
$52.3M -$247K -1,495 -0.4%
SBCM
143
Schwerin Boyle Capital Management
Massachusetts
$52.1M -$124K -750 -0.2%
Victory Capital Management
144
Victory Capital Management
Texas
$52M +$15.5M +94,012 +33%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$51.6M -$3.69M -22,359 -6%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$51.3M -$2.41M -14,608 -4%
GT
147
Glenmede Trust
Pennsylvania
$50.2M -$1.07M -6,475 -2%
BNP Paribas Asset Management
148
BNP Paribas Asset Management
France
$49.1M +$4.45M +26,942 +8%
Asset Management One
149
Asset Management One
Japan
$49.1M +$984K +5,955 +2%
MIH
150
Meitav Investment House
Israel
$48.3M +$6.85M +41,458 +13%

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.