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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
SC
1676
Schubert & Co
Texas
$296K +$3.79K +21 +1%
MAC
1677
Mason & Associates (California)
California
$296K +$19.9K +110 +7%
ECA
1678
Elevated Capital Advisors
Utah
$296K +$286K +1,582 New
SGK
1679
Steigerwald Gordon & Koch
Virginia
$295K -$12.1K -67 -4%
LJHT
1680
Laurie J. Hall Trustee
$295K
MSCM
1681
McElhenny Sheffield Capital Management
Texas
$295K
AWA
1682
Acorn Wealth Advisors
Michigan
$295K +$181 +1 +0.1%
KTC
1683
Kistler-Tiffany Companies
Pennsylvania
$293K
NB
1684
Northwest Bancshares
Pennsylvania
$293K
SFA
1685
Semmax Financial Advisors
North Carolina
$292K -$203K -1,125 -42%
CL
1686
CPWM LLC
Washington
$291K -$13K -72 -4%
BFG
1687
Bouchey Financial Group
New York
$291K -$9.39K -52 -3%
SCM
1688
SKBA Capital Management
California
$290K -$18.1K -100 -6%
KWA
1689
KCS Wealth Advisory
California
$288K -$50.4K -279 -15%
W
1690
Wealthquest
Ohio
$288K
RPCONE
1691
Retirement Planning Company of New England
Rhode Island
$287K -$2.53K -14 -0.9%
ASA
1692
Armstrong Shaw Associates
Connecticut
$287K
BCCM
1693
Bridge Creek Capital Management
Massachusetts
$287K +$2.17K +12 +0.8%
WA1
1694
Wimmer Associates 1
California
$286K
FANJ
1695
Financial Architects (New Jersey)
New Jersey
$285K -$9.03K -50 -3%
LI
1696
Lafayette Investments
Maryland
$285K
PA
1697
Probity Advisors
Texas
$284K -$14.8K -82 -5%
NWM
1698
Northwest Wealth Management
Iowa
$284K +$3.07K +17 +1%
TTWM
1699
TCV Trust & Wealth Management
Virginia
$282K
MHR
1700
Matthew Hamilton Rosenberg
$282K +$14.1K +78 +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.