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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
126
LMR Partners
United Kingdom
$60.5M +$60M +396,415 +760%
EIC
127
Equity Investment Corp
Georgia
$60.2M +$2.51M +16,615 +4%
MIH
128
Meitav Investment House
Israel
$59.9M +$12.9M +85,245 +24%
LPL Financial
129
LPL Financial
California
$59.5M +$8.42M +55,599 +14%
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$58.1M +$1.53M +10,133 +2%
HP
131
Hosking Partners
United Kingdom
$57M -$4.56M -30,147 -7%
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$56.6M +$4.85M +32,019 +8%
Calamos Advisors
133
Calamos Advisors
Illinois
$53.8M -$977K -6,453 -2%
Alkeon Capital Management
134
Alkeon Capital Management
New York
$53.2M -$31.1M -205,581 -34%
SAM
135
Storebrand Asset Management
Norway
$52.8M -$275K -1,815 -0.5%
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$52M -$1.26M -8,337 -2%
GG
137
Gofen & Glossberg
Illinois
$51.5M -$330K -2,181 -0.6%
PAM
138
Panagora Asset Management
Massachusetts
$51.4M -$9.16M -60,530 -14%
BNP Paribas Asset Management
139
BNP Paribas Asset Management
France
$51.1M +$3.72M +24,590 +7%
HighTower Advisors
140
HighTower Advisors
Illinois
$50.8M -$4.28M -28,289 -7%
State of Wisconsin Investment Board
141
State of Wisconsin Investment Board
Wisconsin
$50.8M -$13.6M -89,551 -19%
SBCM
142
Schwerin Boyle Capital Management
Massachusetts
$50.7M -$22.7K -150 -0%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$50.7M -$424K -2,801 -0.7%
Chevy Chase Trust
144
Chevy Chase Trust
Maryland
$50.6M -$369K -2,435 -0.6%
US Bancorp
145
US Bancorp
Minnesota
$50.1M -$1.03M -6,808 -2%
Jane Street
146
Jane Street
New York
$50M -$12.4M -81,748 -18%
JCM
147
Junto Capital Management
New York
$49M +$2.91M +19,246 +6%
GT
148
Glenmede Trust
Pennsylvania
$48.8M -$144K -949 -0.3%
MSV
149
MN Services Vermogensbeheer
Netherlands
$48.3M -$2.95M -19,500 -5%
Asset Management One
150
Asset Management One
Japan
$47.6M -$117K -775 -0.2%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.