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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: 1,9982,063 (+65)

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
+65
Holders Change %
+3.25%
% 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
CHA
1726
Carmichael Hill & Associates
Maryland
$270K +$165K +912 +171%
EFG
1727
Everhart Financial Group
Ohio
$270K +$261K +1,444 New
UBV
1728
United Bank (Virginia)
Virginia
$268K -$26.2K -145 -9%
CAMG
1729
CWA Asset Management Group
Florida
$268K -$17.2K -95 -6%
CSB
1730
City State Bank
Iowa
$268K +$542 +3 +0.2%
GAMC
1731
Garner Asset Management Corp
Texas
$267K -$3.61K -20 -1%
ZB
1732
Zions Bancorporation
Utah
$266K +$13.5K +75 +6%
MAM
1733
Mystic Asset Management
Rhode Island
$266K +$21.7K +120 +9%
BDF
1734
Balasa Dinverno & Foltz
$266K +$257K +1,424 New
RMDI
1735
R.M. Davis Inc
Maine
$265K -$98.1K -543 -28%
BWFA
1736
Baltimore-Washington Financial Advisors
Maryland
$265K -$47.9K -265 -12%
BBNA
1737
Bremer Bank National Association
Minnesota
$264K -$39.9K -221 -14%
FBC
1738
Fairfield, Bush & Co
Connecticut
$264K
TIM
1739
Tortoise Investment Management
New York
$263K
EWM
1740
EPG Wealth Management
Georgia
$262K -$200K -1,105 -44%
1CP
1741
17 Capital Partners
Arizona
$262K
MC
1742
Middleton & Co
Massachusetts
$262K
MCM
1743
MV Capital Management
Maryland
$262K +$17.7K +98 +8%
PWW
1744
Pettyjohn Wood & White
Virginia
$261K
KFSC
1745
Keystone Financial Services (Colorado)
Colorado
$260K -$180K -996 -38%
WPW
1746
Warther Private Wealth
Ohio
$260K
Capstone Investment Advisors
1747
Capstone Investment Advisors
New York
$259K -$10.7M -58,981 -98%
PWM
1748
PRW Wealth Management
Massachusetts
$258K +$22.6K +125 +10%
CWM
1749
Centric Wealth Management
Illinois
$257K -$3.97K -22 -2%
PCA
1750
Providence Capital Advisors
North Carolina
$257K

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 1,998 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.