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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
PCM
1626
Parsons Capital Management
Rhode Island
$252K -$24.8K -150 -8%
CS
1627
Comerica Securities
Michigan
$252K +$7.1K +43 +2%
SWA
1628
Stratos Wealth Advisors
Ohio
$251K +$1.65K +10 +0.6%
DA
1629
DSC Advisors
Illinois
$251K +$7.6K +46 +3%
FBT
1630
First Bankers Trust
Kentucky
$250K
JDR
1631
Jay D. Rosenbaum
$250K
NCM
1632
Northside Capital Management
Oregon
$250K
WAOTB
1633
Wealth Advisors of Tampa Bay
Florida
$250K
TTWM
1634
TCV Trust & Wealth Management
Virginia
$250K +$48.7K +295 +20%
FPAS
1635
Focus Partners Advisor Solutions
Missouri
$249K +$10.9K +66 +4%
HWA
1636
HCR Wealth Advisors
California
$247K
CGFA
1637
Colton Groome Financial Advisors
North Carolina
$247K +$99.1K +600 +51%
LI
1638
LMCG Investments
Massachusetts
$246K -$40K -242 -12%
HPWM
1639
Highland Private Wealth Management
Washington
$245K -$27.4K -166 -9%
HFS
1640
Hantz Financial Services
Michigan
$245K -$23.3K -141 -7%
ACM
1641
Allred Capital Management
Texas
$245K -$21.1K -128 -7%
HWA
1642
HHM Wealth Advisors
Tennessee
$245K
WFI
1643
West Family Investments
California
$245K +$1.98K +12 +0.7%
W
1644
Wealthquest
Ohio
$244K -$330 -2 -0.1%
LC
1645
LCNB Corp
Ohio
$244K +$15.7K +95 +6%
RP
1646
Riverwater Partners
Wisconsin
$243K +$290K +1,756 New
AIA
1647
Affinity Investment Advisors
California
$242K
LNWTC
1648
Laird Norton Wetherby Trust Company
Washington
$242K +$18.3K +111 +7%
DBIA
1649
Dumont & Blake Investment Advisors
New Jersey
$241K
IRC
1650
Investors Research Corp
Georgia
$240K

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.