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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
ZB
1776
Zions Bancorporation
Utah
$81K -$198K -1,309 -68%
UIA
1777
Ulland Investment Advisors
Minnesota
$81K
TFM
1778
TFC Financial Management
Massachusetts
$80K
RTC
1779
Riverview Trust Company
Washington
$80K +$22.1K +146 +33%
IUHSA
1780
Itau Unibanco Holding S.A.
Brazil
$80K +$90.2K +596 New
FA
1781
Fortis Advisors
Pennsylvania
$79K
ASBI
1782
American State Bank (Iowa)
Iowa
$76.9K
MGIM
1783
M&G Investment Management
United Kingdom
$76.9K -$13M -85,603 -13%
WCMN
1784
Westchester Capital Management (Nebraska)
Nebraska
$76K
RCG
1785
Rock Creek Group
District of Columbia
$74K -$39.7K -262 -32%
RAM
1786
Riggs Asset Management
Pennsylvania
$74K
LF
1787
Lee Financial
Texas
$74K +$25.9K +171 +45%
RWML
1788
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$73.5K
CHA
1789
Carmichael Hill & Associates
Maryland
$72K
JAM
1790
JCIC Asset Management
Ontario, Canada
$70K +$71.1K +470 New
DAC
1791
Dividend Assets Capital
South Carolina
$69K -$7.57K -50 -9%
NMG
1792
New Millennium Group
Utah
$69K
BWM
1793
Baystate Wealth Management
Massachusetts
$69K +$151 +1 +0.2%
PMFA
1794
Plante Moran Financial Advisors
Michigan
$68K +$15.1K +100 +25%
ST
1795
Sageworth Trust
Pennsylvania
$67K -$229K -1,510 -75%
PAI
1796
Pittenger & Anderson Inc
Nebraska
$67K
PP
1797
PrairieView Partners
Minnesota
$67K
BHWM
1798
Bay Harbor Wealth Management
Maryland
$67K +$303 +2 +0.4%
CWAF
1799
Core Wealth Advisors (Florida)
Florida
$67K +$74.2K +490 +7,000%
PRO
1800
Pensioenfonds Rail & OV
Netherlands
$65.1K -$128K -844 -0.2%

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.