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American Express

2,063 hedge funds and large institutions have $164B invested in American Express in 2022 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 708 increasing their positions, 807 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more funds holding in top 10

Funds holding in top 10: 3163 (+32)

78% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 111

55% more capital invested

Capital invested by funds: $106B → $164B (+$58.4B)

3% more funds holding

Funds holding: 1,9992,063 (+64)

1.05% more ownership

Funds ownership: 83.73%84.79% (+1.1%)

12% less repeat investments, than reductions

Existing positions increased: 708 | Existing positions reduced: 807

50% less call options, than puts

Call options by funds: $1.25B | Put options by funds: $2.47B

Holders
2,063
Holders Change
+64
Holders Change %
+3.2%
% of All Funds
32.54%
Holding in Top 10
63
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+103.23%
% of All Funds
0.99%
New
198
Increased
708
Reduced
807
Closed
111
Calls
$1.25B
Puts
$2.47B
Net Calls
-$1.23B
Net Calls Change
-$205M
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1551
Marino Stram & Associates
Massachusetts
$378K +$11.9K +66 +3%
GWS
1552
Glassman Wealth Services
Virginia
$378K +$88.5K +490 +32%
LI
1553
LMCG Investments
Massachusetts
$377K +$364K +2,018 New
TIA
1554
Tiemann Investment Advisors
California
$374K -$28.5K -158 -7%
MPIA
1555
Mountain Pacific Investment Advisers
Idaho
$374K -$2.71K -15 -0.7%
HA
1556
Harbor Advisors
Florida
$374K
MCM
1557
Magnolia Capital Management
New York
$374K
CA
1558
Cumberland Advisors
Florida
$374K +$361K +2,000 New
GHA
1559
GW Henssler & Associates
Georgia
$370K
AIM
1560
Athena Investment Management
California
$370K +$355K +1,965 New
BWA
1561
BDO Wealth Advisors
Florida
$369K -$54.2K -300 -13%
PCM
1562
Parsons Capital Management
Rhode Island
$368K -$24.9K -138 -7%
DP
1563
Dearborn Partners
Illinois
$367K +$5.06K +28 +1%
GVAG
1564
Great Valley Advisor Group
Delaware
$366K -$2.71K -15 -0.7%
HBW
1565
Hazlett, Burt & Watson
West Virginia
$366K +$354K +1,962 New
CC
1566
Centiva Capital
New York
$364K -$1.95M -10,772 -85%
DTC
1567
Davidson Trust Company
Washington
$364K
FC
1568
Ferris Capital
Massachusetts
$364K
AIM
1569
Allen Investment Management
New York
$363K
MFG
1570
Merit Financial Group
Georgia
$363K +$34.9K +193 +11%
HPWM
1571
Highland Private Wealth Management
Washington
$362K +$23.1K +128 +7%
IFO
1572
Independent Family Office
New York
$361K
CPIG
1573
Chicago Partners Investment Group
Illinois
$359K -$112K -620 -21%
TWM
1574
Titus Wealth Management
California
$359K -$4.88K -27 -1%
FAIM
1575
Financial Advocates Investment Management
Washington
$358K +$8.31K +46 +2%

AXP Hedge Fund Activity: Q1 2022 in Review

2,063 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q1 2022, worth a combined $164B — up 55% from $106B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new AXP positions and 111 closed out — a net gain of 87 holders — while 708 added to existing stakes and 807 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $652M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $340M.

  • 2,063 institutional investors held American Express (AXP) as of Q1 2022, up from 1,999 in Q4 2021.
  • Funds reported $164B of American Express stock for Q1 2022, up 55% quarter-over-quarter.
  • 198 funds opened new American Express positions in Q1 2022 and 111 closed out, a net change of +87 holders.
  • The largest American Express buyer in Q1 2022 was JP Morgan Chase, an estimated $652M added.
  • The largest American Express seller in Q1 2022 was Manulife (Manufacturers Life Insurance), an estimated $340M sold.

Based on aggregated 13F filings for Q1 2022.