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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
SCM
1676
SKBA Capital Management
California
$209K -$15.1K -100 -6%
GDP
1677
Great Diamond Partners
Maine
$208K -$69.3K -458 -23%
MAG
1678
Mayfair Advisory Group
Alabama
$208K
NWM
1679
Northwest Wealth Management
Iowa
$208K +$3.18K +21 +1%
BEI
1680
Benjamin Edwards Inc
Missouri
$208K +$51K +337 +28%
ASA
1681
Armstrong Shaw Associates
Connecticut
$207K
CH
1682
Canton Hathaway
Rhode Island
$206K -$49.5K -327 -18%
TTWM
1683
TCV Trust & Wealth Management
Virginia
$206K -$41.5K -274 -15%
LI
1684
Lafayette Investments
Maryland
$206K
VCM
1685
Vivaldi Capital Management
Illinois
$205K -$454 -3 -0.2%
EFSCE
1686
Enterprise Financial Services Corp (EFSC)
Missouri
$205K +$2.12K +14 +0.9%
SFA
1687
Semmax Financial Advisors
North Carolina
$204K -$10.7K -71 -5%
NB
1688
Northwest Bancshares
Pennsylvania
$204K -$9.08K -60 -4%
FC
1689
Forte Capital
New York
$204K
NFP
1690
NorthLanding Financial Partners
New York
$204K +$228K +1,509 New
WCA
1691
Westover Capital Advisors
Delaware
$204K +$229K +1,510 New
UBV
1692
United Bank (Virginia)
Virginia
$203K +$228K +1,505 New
LAM
1693
L2 Asset Management
Massachusetts
$203K +$228K +1,507 New
CIP
1694
Convergence Investment Partners
Florida
$202K -$201K -1,326 -47%
SNBOSD
1695
Security National Bank of So Dak
Iowa
$202K -$30.3K -200 -12%
CCM
1696
CTC Capital Management
Illinois
$202K -$15.1K -100 -6%
MCM
1697
Mengis Capital Management
Oregon
$202K
PAS
1698
Professional Advisory Services
Florida
$202K
WRM
1699
Weybosset Research & Management
Rhode Island
$202K
LFA
1700
Legacy Financial Advisors
Kentucky
$202K +$227K +1,499 New

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.