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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
PPW
1526
Pinnacle Private Wealth
Massachusetts
$304K -$31.2K -189 -8%
MFG
1527
MidWestOne Financial Group
Iowa
$303K
AP
1528
Adero Partners
California
$303K +$14.7K +89 +4%
SN
1529
Sittner & Nelson
Oregon
$300K +$78.6K +476 +28%
LFAS
1530
Level Four Advisory Services
Texas
$299K -$16K -97 -4%
Kayne Anderson Rudnick Investment Management
1531
Kayne Anderson Rudnick Investment Management
California
$299K
TFA
1532
Toth Financial Advisory
Virginia
$299K +$7.27K +44 +2%
AWM
1533
Aprio Wealth Management
Georgia
$299K +$356K +2,157 New
FBB
1534
Fulton Breakefield Broenniman
Maryland
$299K +$357K +2,159 New
HIA
1535
Harbor Investment Advisory
Maryland
$298K -$2.97K -18 -0.8%
9WM
1536
9258 Wealth Management
Ohio
$298K +$826 +5 +0.2%
GIM
1537
Greylin Investment Management
Virginia
$298K +$16.5K +100 +5%
PCM
1538
Prelude Capital Management
New York
$298K +$356K +2,153 New
BCM
1539
Blume Capital Management
California
$297K +$79.8K +483 +29%
YC
1540
Yarbrough Capital
Tennessee
$296K -$102K -615 -22%
HC
1541
Hamilton Capital
Ohio
$295K +$9.41K +57 +3%
MMC
1542
Mizuho Markets Cayman
Cayman Islands
$295K +$352K +2,130 New
CNBTD
1543
Citizens National Bank Trust Department
Mississippi
$294K +$30.6K +185 +10%
WDG
1544
Wealth Dimensions Group
Ohio
$293K
DCM
1545
Donaldson Capital Management
Indiana
$292K -$2.81K -17 -0.8%
HA
1546
HC Advisors
Georgia
$292K +$165 +1 +0%
TCM
1547
Triumph Capital Management
Colorado
$291K +$9.58K +58 +3%
TIA
1548
Tiemann Investment Advisors
California
$291K +$16.5K +100 +5%
EGA
1549
E&G Advisors
Texas
$291K +$140K +850 +68%
TNB
1550
Thomasville National Bank
Georgia
$290K -$72.7K -440 -17%

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.