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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
SDAM
1751
Shulman DeMeo Asset Management
New York
$256K +$542 +3 +0.2%
EWM
1752
Edge Wealth Management
New York
$256K +$178K +984 +254%
CWAG
1753
Compton Wealth Advisory Group
Virginia
$256K +$247K +1,367 New
LPT
1754
Legacy Private Trust
Wisconsin
$255K
APA
1755
Astoria Portfolio Advisors
New York
$255K +$247K +1,365 New
SS
1756
Sunbelt Securities
Texas
$254K -$31.2K -173 -11%
FF
1757
FourThought Financial
Florida
$254K +$5.96K +33 +2%
CGA
1758
Crescent Grove Advisors
Illinois
$253K -$169K -934 -41%
PIA
1759
Perennial Investment Advisors
California
$253K -$83.3K -461 -26%
JWBC
1760
J.W. Burns & Co
New York
$253K
CA
1761
Calton & Associates
Florida
$253K +$2.53K +14 +1%
MAM
1762
Magellan Asset Management
Australia
$252K -$73.3K -406 -23%
RFA
1763
RTD Financial Advisors
Pennsylvania
$252K +$3.43K +19 +1%
CAM
1764
Cozad Asset Management
Illinois
$252K +$18.1K +100 +8%
MMHP
1765
Murphy Middleton Hinkle & Parker
Georgia
$251K +$242K +1,341 New
LGA
1766
Lebenthal Global Advisors
New York
$250K -$7.04K -39 -3%
BFG
1767
Berger Financial Group
Minnesota
$250K -$5.6K -31 -2%
IBOK
1768
Independence Bank of Kentucky
Kentucky
$249K -$9.03K -50 -4%
DTL
1769
Dynamic Technology Lab
Singapore
$248K -$1.45M -8,013 -86%
DS
1770
DRW Securities
Illinois
$248K +$239K +1,325 New
LAM
1771
L2 Asset Management
Massachusetts
$248K +$240K +1,327 New
BIM
1772
Bridges Investment Management
Nebraska
$247K -$9.75K -54 -4%
HCP
1773
Hexagon Capital Partners
Arkansas
$247K +$903 +5 +0.4%
XT
1774
XTX Topco
Cayman Islands
$246K -$589K -3,259 -71%
AO
1775
Advisor OS
Illinois
$246K -$137K -761 -37%

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.