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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
NA
1476
Navellier & Associates
Nevada
$333K
SPF
1477
Steven Patrick Farmer
$333K +$396K +2,400 New
FFA
1478
Founders Financial Alliance
North Carolina
$332K +$98K +593 +33%
SFG
1479
Sunburst Financial Group
Alabama
$331K
EWM
1480
Empirical Wealth Management
Washington
$331K +$180K +1,089 +84%
NAMP
1481
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$330K
MFA
1482
Mayflower Financial Advisors
Massachusetts
$330K +$1.32K +8 +0.3%
SWM
1483
Silverlake Wealth Management
Vermont
$330K +$41.3K +250 +12%
DI
1484
DFPG Investments
Utah
$329K -$82.6K -500 -18%
PG
1485
Patten Group
Tennessee
$329K
HDIM
1486
Hanson & Doremus Investment Management
Vermont
$328K -$5.12K -31 -1%
WCG
1487
Weaver Consulting Group
California
$327K -$42.9K -260 -10%
KC
1488
Kenfarb & Co
Kentucky
$327K
SAM
1489
Secure Asset Management
Michigan
$327K +$330 +2 +0.1%
MBTD
1490
Mechanics Bank - Trust Department
California
$326K
MFC
1491
Mechanics Financial Corp
Ohio
$326K
APP
1492
Avantax Planning Partners
Iowa
$326K +$991 +6 +0.3%
CHAM
1493
Clear Harbor Asset Management
Connecticut
$323K +$4.46K +27 +1%
QIM
1494
Quantitative Investment Management
Virginia
$320K -$523K -3,166 -58%
CCA
1495
Cadent Capital Advisors
Oklahoma
$320K -$101K -614 -21%
DMBA
1496
Deseret Mutual Benefit Administrators
Utah
$320K
SPWG
1497
Sage Private Wealth Group
Illinois
$319K -$25.9K -157 -6%
OPOWM
1498
One Plus One Wealth Management
Florida
$319K
OTL
1499
Oak Thistle LLC
New York
$319K +$7.6K +46 +2%
BG
1500
Benedetti & Gucer
Georgia
$318K -$41.3K -250 -10%

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.