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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
DGAM
1601
Desjardins Global Asset Management
Quebec, Canada
$264K -$30.4K -184 -9%
SWMP
1602
Signature Wealth Management Partners
New Jersey
$263K
WCM
1603
Windsor Capital Management
Arizona
$263K +$165 +1 +0.1%
FIA
1604
Foundations Investment Advisors
Arizona
$263K +$118K +715 +60%
CIG
1605
Cairn Investment Group
Washington
$263K +$314K +1,900 New
TA
1606
Trellis Advisors
Washington
$261K +$2.48K +15 +0.8%
Members Trust
1607
Members Trust
Florida
$261K +$28.6K +173 +10%
VV
1608
Verity & Verity
South Carolina
$260K
WTB
1609
Washington Trust Bank
Washington
$260K
BLC
1610
Brown, Lisle/Cummings
Rhode Island
$260K
AFP
1611
Ausdal Financial Partners
Iowa
$259K -$331K -2,002 -52%
RF
1612
Resolute Financial
Massachusetts
$259K
WCM
1613
Washington Capital Management
Washington
$258K
SWA
1614
Sax Wealth Advisors
New Jersey
$258K +$165 +1 +0.1%
AAS
1615
Annex Advisory Services
Wisconsin
$258K +$4.46K +27 +1%
TIA
1616
Traphagen Investment Advisors
New Jersey
$258K -$65.9K -399 -27%
RCG
1617
Regatta Capital Group
California
$257K -$128K -775 -29%
CH
1618
Canton Hathaway
Rhode Island
$257K
KLI
1619
Kelman-Lazarov Inc
Tennessee
$257K +$17.7K +107 +6%
RWP
1620
Ridgecrest Wealth Partners
California
$256K
NA
1621
Nottingham Advisors
New York
$255K
FMC
1622
First Merchants Corp
Indiana
$255K +$304K +1,838 New
SWM
1623
Stockman Wealth Management
Montana
$254K
SCA
1624
Stonebridge Capital Advisors
Minnesota
$253K -$8.26K -50 -3%
KFSC
1625
Keystone Financial Services (Colorado)
Colorado
$253K +$8.75K +53 +3%

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.