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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
YMRC
1651
Yorktown Management & Research Company
Virginia
$309K -$83.1K -460 -22%
FPW
1652
Flagship Private Wealth
Massachusetts
$309K
ASFA
1653
All Season Financial Advisors
Colorado
$309K +$19.1K +106 +7%
CPIA
1654
Cornell Pochily Investment Advisors
New York
$308K -$111K -617 -27%
HWM
1655
Hemington Wealth Management
Virginia
$308K +$298K +1,649 New
HIG
1656
Heritage Investment Group
Florida
$307K
AWM
1657
Accel Wealth Management
Iowa
$306K -$17.5K -97 -6%
BFC
1658
Blue Fin Capital
Rhode Island
$306K
HI
1659
Hudock Inc
Pennsylvania
$306K +$21.3K +118 +8%
LNWTC
1660
Laird Norton Wetherby Trust Company
Washington
$305K -$7.22K -40 -2%
T
1661
TOBAM
France
$305K +$88.7K +491 +43%
AA
1662
Advisory Alpha
Michigan
$304K +$361 +2 +0.1%
SWA
1663
SFMG Wealth Advisors
Texas
$302K +$361 +2 +0.1%
PCWA
1664
Pacific Capital Wealth Advisors
California
$301K
KWM
1665
Kolinsky Wealth Management
New Jersey
$301K +$29.6K +164 +11%
CF
1666
Corrigan Financial
Rhode Island
$299K +$181 +1 +0.1%
SMC
1667
Smith, Moore & Co
Missouri
$299K -$3.61K -20 -1%
AAIM
1668
Asset Advisors Investment Management
Georgia
$299K
MJP
1669
Michael J. Puzo
$299K
BBNB
1670
Baker Boyer National Bank
Washington
$298K
ISWM
1671
Independent Solutions Wealth Management
New York
$297K -$5.42K -30 -2%
RIM
1672
Reliant Investment Management
Tennessee
$297K
ZF
1673
Zhang Financial
Michigan
$297K +$287K +1,590 New
CAAS
1674
Capital Asset Advisory Services
Michigan
$296K -$2.89K -16 -1%
CIP
1675
Convergence Investment Partners
Florida
$296K -$1.45K -8 -0.5%

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.