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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
OAM
1476
Oak Asset Management
California
$305K +$342K +2,259 New
BBA
1477
Baader Bank Aktiengesellschaft
Germany
$304K +$341K +2,250 New
RMCM
1478
Reynders McVeigh Capital Management
Massachusetts
$303K -$375K -2,476 -52%
ESB
1479
Essex Savings Bank
Connecticut
$303K +$25K +165 +8%
PIA
1480
Pinion Investment Advisors
Kansas
$302K -$116K -766 -25%
QPW
1481
Quantum Private Wealth
Florida
$302K
WPC
1482
Waters Parkerson & Co
Louisiana
$301K
ZF
1483
Zhang Financial
Michigan
$301K +$454 +3 +0.1%
PA
1484
Procyon Advisors
Connecticut
$300K -$38.9K -257 -10%
AWM
1485
Aberdeen Wealth Management
Illinois
$300K
SFG
1486
Sunburst Financial Group
Alabama
$298K -$26.5K -175 -7%
BHWM
1487
Bar Harbor Wealth Management
New Hampshire
$298K -$605 -4 -0.2%
PWW
1488
Pettyjohn Wood & White
Virginia
$297K
EGA
1489
E&G Advisors
Texas
$297K +$15.1K +100 +5%
MFG
1490
MidWestOne Financial Group
Iowa
$295K
SWM
1491
Silverlake Wealth Management
Vermont
$294K -$30.3K -200 -8%
Kayne Anderson Rudnick Investment Management
1492
Kayne Anderson Rudnick Investment Management
California
$293K +$2.27K +15 +0.7%
TFA
1493
Toth Financial Advisory
Virginia
$291K +$303 +2 +0.1%
TIA
1494
Tiemann Investment Advisors
California
$291K +$8.32K +55 +3%
M
1495
MOTCO
Texas
$291K +$109K +717 +50%
RW
1496
Rede Wealth
Virginia
$290K -$15.1K -100 -4%
GIM
1497
Greylin Investment Management
Virginia
$290K
MLA
1498
My Legacy Advisors
Oregon
$290K +$28K +185 +10%
DCM
1499
Donaldson Capital Management
Indiana
$289K +$5.15K +34 +2%
HPWM
1500
Highland Private Wealth Management
Washington
$289K +$56.5K +373 +21%

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.