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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
AIA
1601
Affinity Investment Advisors
California
$236K
KC
1602
Kenfarb & Co
Kentucky
$236K
BWM
1603
Buckley Wealth Management
Nevada
$235K -$206K -1,363 -44%
ACI
1604
Alpha Cubed Investments
California
$235K -$31K -205 -11%
RP
1605
Riverwater Partners
Wisconsin
$235K -$1.82K -12 -0.7%
KPW
1606
Kore Private Wealth
New York
$234K -$37.2K -246 -12%
AAS
1607
Annex Advisory Services
Wisconsin
$234K -$19.1K -126 -7%
T
1608
TCWP
Ohio
$234K +$28.3K +187 +12%
SWA
1609
Stratos Wealth Advisors
Ohio
$233K -$12.6K -83 -5%
IRC
1610
Investors Research Corp
Georgia
$233K
FA
1611
Fagan Associates
New York
$233K +$3.78K +25 +1%
KWM
1612
Kolinsky Wealth Management
New Jersey
$232K +$13.8K +91 +6%
GTAM
1613
Global Trust Asset Management
Florida
$232K +$37.8K +250 +17%
PPP
1614
Private Portfolio Partners
New Jersey
$231K +$303 +2 +0.1%
HCP
1615
Hexagon Capital Partners
Arkansas
$230K +$44.5K +294 +21%
CF
1616
Centaurus Financial
California
$229K -$699K -4,620 -73%
DDPIC
1617
Deroy & Devereaux Private Investment Counsel
Michigan
$229K
SIAP
1618
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$229K
ZCI
1619
Zevenbergen Capital Investments
Washington
$229K
PCWA
1620
Pacific Capital Wealth Advisors
California
$229K +$13K +86 +5%
SN
1621
Sittner & Nelson
Oregon
$228K -$71.7K -474 -22%
1WM
1622
1900 Wealth Management
Texas
$228K
VCM
1623
Virtue Capital Management
Tennessee
$228K +$256K +1,689 New
BFC
1624
Blue Fin Capital
Rhode Island
$227K -$2.73K -18 -1%
MAM
1625
Mystic Asset Management
Rhode Island
$227K +$3.78K +25 +2%

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.