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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
CT
1501
Columbia Trust
Oregon
$318K
HA
1502
HFG Advisors
Ohio
$318K
MRCM
1503
M&R Capital Management
New Jersey
$318K +$165 +1 +0%
MW
1504
MBL Wealth
North Carolina
$318K +$201K +1,219 +114%
MSA
1505
Marino Stram & Associates
Massachusetts
$317K +$43.8K +265 +13%
MTIC
1506
Missouri Trust & Investment Company
Missouri
$316K +$15.7K +95 +4%
GA
1507
Geller Advisors
New York
$315K -$16K -97 -4%
PGAM
1508
Princeton Global Asset Management
New Jersey
$314K
ATFA
1509
All Terrain Financial Advisors
Minnesota
$313K
RW
1510
Rede Wealth
Virginia
$312K -$1.16K -7 -0.3%
FA
1511
Financial Advisors
Massachusetts
$311K
QPW
1512
Quantum Private Wealth
Florida
$310K
ATC
1513
Adirondack Trust Company
New York
$310K +$11.4K +69 +3%
MFS
1514
Mirabella Financial Services
United Kingdom
$310K +$369K +2,234 New
WPC
1515
Waters Parkerson & Co
Louisiana
$309K
ZF
1516
Zhang Financial
Michigan
$309K +$105K +636 +40%
GWANC
1517
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$367K +2,223 New
5L
1518
55I LLC
Massachusetts
$309K +$368K +2,227 New
SB
1519
Strategic Blueprint
Georgia
$308K -$5.78K -35 -2%
AWM
1520
Aberdeen Wealth Management
Illinois
$308K
FWIA
1521
Fort Washington Investment Advisors
Ohio
$307K -$3.42M -20,688 -90%
BHWM
1522
Bar Harbor Wealth Management
New Hampshire
$307K -$55.5K -336 -13%
CBT
1523
Central Bank & Trust
Kentucky
$305K -$19K -115 -5%
FCA
1524
FinTrust Capital Advisors
South Carolina
$305K +$24K +145 +8%
PWW
1525
Pettyjohn Wood & White
Virginia
$305K +$133K +806 +58%

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.