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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
JCM
151
Junto Capital Management
New York
$47.7M -$43.1M -261,038 -43%
Truist Financial
152
Truist Financial
North Carolina
$46.4M -$10.2M -61,879 -16%
SEI Investments
153
SEI Investments
Pennsylvania
$45.6M +$3.64M +22,047 +7%
GLA
154
Great Lakes Advisors
Illinois
$45.2M +$552K +3,341 +1%
Connor, Clark & Lunn Investment Management (CC&L)
155
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$44.5M +$26.6M +161,198 +101%
Neuberger Berman Group
156
Neuberger Berman Group
New York
$43.8M -$1.22M -7,358 -2%
BMO
157
Beck Mack & Oliver
New York
$42.3M -$222K -1,341 -0.4%
PI
158
PineBridge Investments
New York
$42.1M +$7.9M +47,828 +19%
MPI
159
Mairs & Power Inc
Minnesota
$42M -$5.48M -33,149 -10%
VOYA Investment Management
160
VOYA Investment Management
Georgia
$41.9M +$1.28M +7,750 +3%
Teacher Retirement System of Texas
161
Teacher Retirement System of Texas
Texas
$41.8M -$1.96M -11,866 -4%
PCM
162
Penserra Capital Management
California
$41.2M +$48.7M +294,607 +10,403%
ProShare Advisors
163
ProShare Advisors
Maryland
$39.9M -$17.9M -108,435 -27%
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$39.8M -$8.07M -48,869 -15%
Nisa Investment Advisors
165
Nisa Investment Advisors
Missouri
$39.8M +$1.97M +11,945 +4%
FAM
166
Fred Alger Management
New York
$39.4M +$47M +284,369 New
CIP
167
Cornerstone Investment Partners
Georgia
$39M -$6.74M -40,834 -13%
HPC
168
HM Payson & Co
Maine
$38.4M -$17.4M -105,443 -28%
Twin Tree Management
169
Twin Tree Management
Texas
$37.8M +$30.1M +182,067 +201%
Treasurer of the State of North Carolina
170
Treasurer of the State of North Carolina
North Carolina
$37.7M +$321K +1,946 +0.7%
KBC Group
171
KBC Group
Belgium
$37.6M +$4.24M +25,678 +10%
CS
172
Central Securities
New York
$37.4M
CIBC Private Wealth Group
173
CIBC Private Wealth Group
Georgia
$37M -$2.74M -16,588 -6%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$36.8M -$1.05M -6,358 -2%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$35.8M -$706K -4,276 -2%

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.