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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
PWMG
1801
Prestige Wealth Management Group
New Jersey
$103K -$21.1K -128 -15%
EWA
1802
EverSource Wealth Advisors
Alabama
$103K +$55.2K +334 +81%
NSB
1803
Norway Savings Bank
Maine
$101K -$57.8K -350 -32%
VCM
1804
Versant Capital Management
Arizona
$100K
BFG
1805
Baron Financial Group
New Jersey
$99.9K
BWM
1806
BerganKDV Wealth Management
Minnesota
$99K -$496 -3 -0.4%
CJL
1807
Cyrus J. Lawrence
New York
$98K
AW
1808
Avion Wealth
Texas
$95K
FMTCOCP
1809
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K
HIM
1810
Hillsdale Investment Management
Ontario, Canada
$93K +$94.3K +571 +565%
LCM
1811
Logan Capital Management
Pennsylvania
$92K
MGIM
1812
M&G Investment Management
United Kingdom
$91.1K +$5.31M +32,148 +5%
AP
1813
Arlington Partners
Alabama
$91K
FPS
1814
Fieldpoint Private Securities
Connecticut
$90K -$85.6K -518 -44%
SL
1815
Savior LLC
Massachusetts
$86K
BMD
1816
Better Money Decisions
New Mexico
$86K +$102K +619 New
MCC
1817
Money Concepts Capital
Florida
$84K -$480K -2,908 -83%
UIA
1818
Ulland Investment Advisors
Minnesota
$83K -$8.26K -50 -8%
FA
1819
Fortis Advisors
Pennsylvania
$82K
TFM
1820
TFC Financial Management
Massachusetts
$82K
ASBI
1821
American State Bank (Iowa)
Iowa
$79K
ANBT
1822
American National Bank & Trust
Texas
$79K +$94.2K +570 New
DAC
1823
Dividend Assets Capital
South Carolina
$78K
WCMN
1824
Westchester Capital Management (Nebraska)
Nebraska
$78K
RAM
1825
Riggs Asset Management
Pennsylvania
$76K +$8.26K +50 +10%

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.