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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
KC
1626
Kenfarb & Co
Kentucky
$327K
AIA
1627
Affinity Investment Advisors
California
$327K +$315K +1,746 New
LWA
1628
Lineweaver Wealth Advisors
Ohio
$325K -$7.04K -39 -2%
DBIA
1629
Dumont & Blake Investment Advisors
New Jersey
$324K -$4.51K -25 -1%
I
1630
IMPACTfolio
Colorado
$324K +$312K +1,730 New
IRC
1631
Investors Research Corp
Georgia
$323K
SFFS
1632
Stonehage Fleming Financial Services
Jersey
$322K
FPAS
1633
Focus Partners Advisor Solutions
Missouri
$322K +$313K +1,733 New
Members Trust
1634
Members Trust
Florida
$319K +$9.03K +50 +3%
PPP
1635
Private Portfolio Partners
New Jersey
$318K +$308K +1,703 New
ZCI
1636
Zevenbergen Capital Investments
Washington
$318K -$10.8K -60 -3%
FA
1637
Fagan Associates
New York
$318K
SIAP
1638
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$318K
RRA
1639
Round Rock Advisors
Connecticut
$318K +$307K +1,699 New
MS
1640
Madden Securities
Texas
$318K +$307K +1,700 New
SNBOSD
1641
Security National Bank of So Dak
Iowa
$318K +$307K +1,700 New
SN
1642
Sittner & Nelson
Oregon
$316K +$181 +1 +0.1%
ESCM
1643
Echo Street Capital Management
New York
$315K -$606K -3,358 -67%
OA
1644
Oxbow Advisors
Texas
$314K
APG
1645
Abacus Planning Group
South Carolina
$313K -$1.63K -9 -0.5%
BOM
1646
Bank of Marin
California
$313K
WAP
1647
Wealthcare Advisory Partners
Pennsylvania
$312K +$9.39K +52 +3%
BG
1648
Bahl & Gaynor
Ohio
$311K
BCM
1649
Blume Capital Management
California
$311K
LC
1650
LCNB Corp
Ohio
$311K

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.