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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
FNC
1801
First National Corp
Massachusetts
$230K +$222K +1,227 New
CTA
1802
Colonial Trust Advisors
South Carolina
$229K -$37K -205 -14%
EFM
1803
E Fund Management
China
$229K -$29.4K -163 -12%
WA
1804
Waverly Advisors
Alabama
$229K -$3.43K -19 -2%
TA
1805
TrueWealth Advisors
Alabama
$229K
CCM
1806
Carlson Capital Management
Minnesota
$229K +$221K +1,224 New
WMP
1807
Wealth Management Partners
Arizona
$228K +$181K +1,000 New
IGWM
1808
ICA Group Wealth Management
Colorado
$228K +$246K +1,363 New
SIA
1809
Soltis Investment Advisors
Utah
$227K +$219K +1,214 New
FCM
1810
Firestone Capital Management
Florida
$227K +$219K +1,215 New
FNB
1811
Farmers National Bank
Kentucky
$227K +$219K +1,212 New
BWA
1812
Burt Wealth Advisors
Maryland
$224K +$216K +1,197 New
CMS
1813
Capital Market Strategies
Florida
$224K +$217K +1,199 New
WCFA
1814
Walkner Condon Financial Advisors
Wisconsin
$224K +$217K +1,199 New
Fiera Capital (Canada)
1815
Fiera Capital (Canada)
Quebec, Canada
$224K +$217K +1,200 New
FC
1816
Fulcrum Capital
Washington
$224K +$217K +1,200 New
RP
1817
Reinhart Partners
Wisconsin
$224K +$217K +1,200 New
TNAM
1818
Terra Nova Asset Management
New York
$224K +$217K +1,200 New
CB
1819
CNB Bank
Pennsylvania
$223K +$4.88K +27 +2%
DDC
1820
DF Dent & Co
Maryland
$222K +$214K +1,185 New
SFS
1821
Solitude Financial Services
Virginia
$221K -$63.2K -350 -23%
CGFA
1822
Colton Groome Financial Advisors
North Carolina
$221K +$213K +1,182 New
VNA
1823
Valley National Advisers
Pennsylvania
$220K +$903 +5 +0.4%
CCP
1824
Carmel Capital Partners
California
$220K +$212K +1,175 New
MIM
1825
Montgomery Investment Management
Maryland
$220K +$212K +1,175 New

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.