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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
HIIFS
1776
Harel Insurance Investments & Financial Services
Israel
$141K +$4.13K +25 +3%
CAM
1777
Close Asset Management
United Kingdom
$139K
MAWCM
1778
Mine & Arao Wealth Creation & Management
California
$139K
EBA
1779
Eagle Bay Advisors
New York
$138K +$165K +999 New
Nomura Holdings
1780
Nomura Holdings
Japan
$136K -$5.33M -32,253 -97%
Pacer Advisors
1781
Pacer Advisors
Pennsylvania
$135K -$5.06M -30,614 -97%
NFSG
1782
Newbridge Financial Services Group
Florida
$132K +$3.3K +20 +2%
CFO
1783
CVA Family Office
Colorado
$128K -$22.3K -135 -13%
Bank of Montreal
1784
Bank of Montreal
Ontario, Canada
$127K -$18.5M -111,777 -14%
LPIC
1785
LeJeune Puetz Investment Counsel
Michigan
$126K
OCM
1786
Orion Capital Management
California
$125K
WBC
1787
West Branch Capital
Massachusetts
$123K
LB
1788
Legacy Bridge
Iowa
$120K
SAM
1789
Sycomore Asset Management
France
$116K
AA
1790
Ancora Advisors
Ohio
$114K +$1.32K +8 +1%
TCWM
1791
Total Clarity Wealth Management
Illinois
$114K +$136K +826 New
RCG
1792
Rock Creek Group
District of Columbia
$113K +$47.6K +288 +55%
KFS
1793
Kelly Financial Services
Massachusetts
$113K +$165 +1 +0.1%
MWM
1794
Mascoma Wealth Management
New Hampshire
$112K
FFC
1795
First Financial Corp
Indiana
$110K
GGI
1796
Godsey & Gibb Inc
Virginia
$109K +$50.4K +305 +64%
C
1797
Covestor
United Kingdom
$107K -$29.4K -178 -19%
EWM
1798
Endurance Wealth Management
Rhode Island
$106K
FCT
1799
First Community Trust
Iowa
$104K
AIC
1800
Archer Investment Corporation
Indiana
$104K

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.