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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
SMC
1651
Smith, Moore & Co
Missouri
$216K +$151 +1 +0.1%
AA
1652
Alta Advisers
United Kingdom
$216K +$242K +1,600 New
FFH
1653
Fairfax Financial Holdings
Ontario, Canada
$216K +$242K +1,600 New
LWA
1654
Lineweaver Wealth Advisors
Ohio
$215K -$2.42K -16 -1%
BBNB
1655
Baker Boyer National Bank
Washington
$215K
CAAS
1656
Capital Asset Advisory Services
Michigan
$215K +$454 +3 +0.2%
FF
1657
FourThought Financial
Florida
$215K +$1.67K +11 +0.7%
ASFA
1658
All Season Financial Advisors
Colorado
$215K +$4.09K +27 +2%
MFG
1659
Menard Financial Group
Texas
$215K +$241K +1,594 New
ISWM
1660
Independent Solutions Wealth Management
New York
$215K
AWA
1661
Acorn Wealth Advisors
Michigan
$214K +$1.51K +10 +0.6%
ECA
1662
Elevated Capital Advisors
Utah
$214K +$240K +1,584 New
CL
1663
CPWM LLC
Washington
$213K -$57.8K -382 -20%
CPIA
1664
Cornell Pochily Investment Advisors
New York
$213K -$10.9K -72 -4%
MSCM
1665
McElhenny Sheffield Capital Management
Texas
$213K
RPCONE
1666
Retirement Planning Company of New England
Rhode Island
$213K +$6.96K +46 +3%
SGK
1667
Steigerwald Gordon & Koch
Virginia
$212K
FNB
1668
Farmers National Bank
Kentucky
$211K -$21.9K -145 -8%
FANJ
1669
Financial Architects (New Jersey)
New Jersey
$211K +$303 +2 +0.1%
CAMG
1670
CWA Asset Management Group
Florida
$211K +$237K +1,566 New
LFS
1671
Legacy Financial Strategies
Kansas
$211K +$237K +1,566 New
RIM
1672
Reliant Investment Management
Tennessee
$210K
WA
1673
WestEnd Advisors
North Carolina
$209K -$37.8M -249,442 -99%
BCM
1674
BTC Capital Management
Iowa
$209K -$59K -390 -20%
KLI
1675
Kelman-Lazarov Inc
Tennessee
$209K -$46.5K -307 -17%

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.