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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
SAM
1776
Summit Asset Management
Tennessee
$246K
RF
1777
Rollins Financial
Georgia
$245K
HHGA
1778
Halbert Hargrove Global Advisors
California
$244K +$9.39K +52 +4%
EWM
1779
Empirical Wealth Management
Washington
$243K -$32.5K -180 -12%
ABLA
1780
Alan B. Lancz & Associates
Ohio
$243K
LW
1781
Libra Wealth
California
$243K
WCM
1782
Wedge Capital Management
North Carolina
$243K +$6.5K +36 +3%
SCA
1783
Sandy Cove Advisors
Massachusetts
$243K +$141K +783 +151%
TA
1784
Tiedemann Advisors
New York
$243K +$235K +1,300 New
TCA
1785
Transcend Capital Advisors
New Jersey
$242K -$8.85K -49 -4%
JWA
1786
JFS Wealth Advisors
Pennsylvania
$242K +$17.7K +98 +8%
MA
1787
MBA Advisors
Pennsylvania
$241K -$9.03K -50 -4%
CWP
1788
Concord Wealth Partners
Virginia
$240K -$15.3K -85 -6%
MAG
1789
Mayfair Advisory Group
Alabama
$237K -$18.1K -100 -7%
CP
1790
Coho Partners
Pennsylvania
$237K
EPP
1791
ETF Portfolio Partners
Kansas
$237K
GFPC
1792
Global Financial Private Client
Florida
$235K +$43.3K +240 +24%
EGA
1793
E&G Advisors
Texas
$234K
SAA
1794
Southeast Asset Advisors
Georgia
$233K +$361 +2 +0.2%
NSAM
1795
North Star Asset Management
Wisconsin
$233K +$225K +1,246 New
SEIA
1796
Signature Estate & Investment Advisors
California
$232K -$3.25K -18 -1%
BSAM
1797
Blue Square Asset Management
New York
$232K
XF
1798
XML Financial
Maryland
$231K +$181 +1 +0.1%
AAP
1799
Arax Advisory Partners
Colorado
$231K +$10.7K +59 +5%
EWA
1800
Encompass Wealth Advisors
Oregon
$230K

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.