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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
APA
1651
Astoria Portfolio Advisors
New York
$240K +$60.8K +368 +27%
I
1652
IMPACTfolio
Colorado
$239K -$1.32K -8 -0.5%
SFFS
1653
Stonehage Fleming Financial Services
Jersey
$239K
KFA
1654
Krane Funds Advisors
New York
$238K -$85.1K -515 -23%
IGWM
1655
ICA Group Wealth Management
Colorado
$238K +$17.3K +105 +8%
PPP
1656
Private Portfolio Partners
New Jersey
$238K +$1.65K +10 +0.6%
FNB
1657
Farmers National Bank
Kentucky
$237K +$82.6K +500 +41%
IWA
1658
Intercontinental Wealth Advisors
Texas
$237K -$397K -2,403 -58%
1IA
1659
1834 Investment Advisors
Wisconsin
$236K -$2.14M -12,951 -88%
DDPIC
1660
Deroy & Devereaux Private Investment Counsel
Michigan
$236K -$33K -200 -11%
SFA
1661
Semmax Financial Advisors
North Carolina
$236K -$17.7K -107 -7%
FA
1662
Fagan Associates
New York
$236K
SNBOSD
1663
Security National Bank of So Dak
Iowa
$236K
SIAP
1664
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$236K
ZCI
1665
Zevenbergen Capital Investments
Washington
$236K
RRA
1666
Round Rock Advisors
Connecticut
$236K +$330 +2 +0.1%
BFC
1667
Blue Fin Capital
Rhode Island
$236K +$11.2K +68 +4%
EFG
1668
Everhart Financial Group
Ohio
$235K +$41.5K +251 +17%
1WM
1669
1900 Wealth Management
Texas
$234K -$96.1K -582 -26%
OA
1670
Oxbow Advisors
Texas
$233K
APG
1671
Abacus Planning Group
South Carolina
$232K
BOM
1672
Bank of Marin
California
$232K
NRI
1673
NFP Retirement Inc
California
$232K -$16.8K -102 -6%
IIA
1674
IPG Investment Advisors
California
$231K -$786K -4,760 -74%
BG
1675
Bahl & Gaynor
Ohio
$231K

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.