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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
KMWM
1526
Keudell/Morrison Wealth Management
Oregon
$275K -$151 -1 -0%
CCG
1527
Cypress Capital Group
Florida
$275K
TNAM
1528
Terra Nova Asset Management
New York
$275K +$13.5K +89 +5%
CBT
1529
Central Bank & Trust
Kentucky
$274K -$25K -165 -8%
PFS
1530
Physicians Financial Services
North Carolina
$273K
GWS
1531
Glassman Wealth Services
Virginia
$273K +$8.78K +58 +3%
IWA
1532
Intercontinental Wealth Advisors
Texas
$273K +$48.1K +318 +19%
APP
1533
Avantax Planning Partners
Iowa
$272K -$50.9K -336 -14%
MLL
1534
Moody Lynn & Lieberson
Massachusetts
$272K +$305K +2,014 New
AMG
1535
Advisors Management Group
Wisconsin
$271K -$757 -5 -0.2%
MUAMU
1536
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$270K -$303K -2,000 -50%
CIA
1537
Caerus Investment Advisors
Texas
$270K -$90.8K -600 -23%
HA
1538
Harbor Advisors
Florida
$270K
MCM
1539
Magnolia Capital Management
New York
$270K
MPIA
1540
Mountain Pacific Investment Advisers
Idaho
$270K
TIS
1541
Tortoise Index Solutions
Kansas
$268K -$64.6K -427 -18%
CIM
1542
Contravisory Investment Management
Massachusetts
$268K
PCMC
1543
Private Capital Management (Colorado)
Colorado
$267K -$13.6K -90 -4%
FB
1544
First Bancorp
Maine
$267K -$8.93K -59 -3%
PTC
1545
Petrus Trust Company
Texas
$267K +$9.08K +60 +3%
SA
1546
Shilanski & Associates
Alaska
$267K +$300K +1,982 New
LFAS
1547
Level Four Advisory Services
Texas
$266K -$27.4K -181 -8%
BCM
1548
Blume Capital Management
California
$265K -$27.7K -183 -9%
HBW
1549
Hazlett, Burt & Watson
West Virginia
$265K
GKWIM
1550
Gerber Kawasaki Wealth & Investment Management
California
$265K +$55.1K +364 +23%

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.