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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
LS
1751
Livforsakringsbolaget Skandia
Sweden
$113K -$500K -3,300 -80%
SOW
1752
State of Wyoming
Wyoming
$113K +$73K +482 +134%
SAM
1753
Sycomore Asset Management
France
$112K
AA
1754
Ancora Advisors
Ohio
$111K
KFS
1755
Kelly Financial Services
Massachusetts
$110K +$151 +1 +0.1%
MWM
1756
Mascoma Wealth Management
New Hampshire
$109K
1832 Asset Management
1757
1832 Asset Management
Ontario, Canada
$108K -$25.4M -168,100 -100%
FFC
1758
First Financial Corp
Indiana
$107K
S
1759
Surevest
California
$104K -$44.4K -293 -27%
AIC
1760
Archer Investment Corporation
Indiana
$101K
FCT
1761
First Community Trust
Iowa
$101K
EWM
1762
Endurance Wealth Management
Rhode Island
$100K -$3.78K -25 -3%
ANBT
1763
American National Bank & Trust
Texas
$100K +$26K +172 +30%
BWM
1764
BerganKDV Wealth Management
Minnesota
$98K +$1.21K +8 +1%
AW
1765
Avion Wealth
Texas
$93K
FMTCOCP
1766
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$93K
PWMG
1767
Prestige Wealth Management Group
New Jersey
$91K -$10.4K -69 -9%
VCM
1768
Versant Capital Management
Arizona
$90K -$8.93K -59 -8%
LCM
1769
Logan Capital Management
Pennsylvania
$90K
LFG
1770
Larson Financial Group
Missouri
$88K +$62.5K +413 +174%
NSB
1771
Norway Savings Bank
Maine
$85K -$15.1K -100 -14%
SL
1772
Savior LLC
Massachusetts
$84K
MCC
1773
Money Concepts Capital
Florida
$83K +$3.18K +21 +4%
PA
1774
PSI Advisors
Florida
$83K +$30.3K +200 +49%
CT
1775
Colonial Trust
South Carolina
$83K +$93.2K +616 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.