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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
ABLA
1751
Alan B. Lancz & Associates
Ohio
$200K
CSB
1752
City State Bank
Iowa
$199K
FBC
1753
Fairfield, Bush & Co
Connecticut
$198K +$3.3K +20 +1%
HCP
1754
Hexagon Capital Partners
Arkansas
$196K +$14.7K +89 +7%
PCA
1755
Providence Capital Advisors
North Carolina
$192K
MAM
1756
Magellan Asset Management
Australia
$191K +$5.78K +35 +3%
TIM
1757
Tortoise Investment Management
New York
$188K -$8.26K -50 -4%
IBOK
1758
Independence Bank of Kentucky
Kentucky
$184K
MCM
1759
MV Capital Management
Maryland
$183K -$13.2K -80 -6%
CWP
1760
Concord Wealth Partners
Virginia
$177K -$496 -3 -0.2%
GFPC
1761
Global Financial Private Client
Florida
$176K
JWA
1762
JFS Wealth Advisors
Pennsylvania
$175K -$4.96K -30 -2%
MHR
1763
Matthew Hamilton Rosenberg
$170K -$49.6K -300 -20%
BEI
1764
Benjamin Edwards Inc
Missouri
$167K +$21.6K +131 +12%
VNA
1765
Valley National Advisers
Pennsylvania
$166K
AAP
1766
Arax Advisory Partners
Colorado
$160K -$12.7K -77 -6%
CB
1767
CNB Bank
Pennsylvania
$158K -$8.26K -50 -4%
FMP
1768
Financial Management Professionals
Texas
$156K +$12.6K +76 +7%
RCM
1769
Raleigh Capital Management
North Carolina
$156K +$35.7K +216 +24%
TC
1770
Truvestments Capital
Florida
$154K +$165 +1 +0.1%
BONH
1771
Bank of New Hampshire
New Hampshire
$149K
S
1772
Surevest
California
$148K +$21.8K +132 +14%
WWMSC
1773
Wagner Wealth Management (South Carolina)
South Carolina
$147K -$9.58K -58 -5%
KFI
1774
Key Financial Inc
Pennsylvania
$146K
QC
1775
Quent Capital
New York
$143K +$1.82K +11 +1%

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.