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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
SSCA
1826
South Shore Capital Advisors
Massachusetts
$220K +$212K +1,175 New
FPS
1827
Fieldpoint Private Securities
Connecticut
$218K +$17.7K +98 +9%
LB
1828
Leo Brokerage
Texas
$218K +$211K +1,166 New
CWM
1829
Connecticut Wealth Management
Connecticut
$217K +$209K +1,160 New
GWM
1830
Greenwich Wealth Management
Connecticut
$216K -$41.9K -232 -17%
FIA
1831
Foundations Investment Advisors
Arizona
$215K -$14.6K -81 -6%
NQWM
1832
Northwest Quadrant Wealth Management
Oregon
$215K +$207K +1,147 New
VCM
1833
Vivaldi Capital Management
Illinois
$214K +$14.6K +81 +6%
MWAM
1834
Manhattan West Asset Management
California
$214K +$206K +1,143 New
CPA
1835
Capital Planning Advisors
California
$213K +$206K +1,142 New
EWA
1836
Exencial Wealth Advisors
Oklahoma
$212K +$204K +1,132 New
ACP
1837
Aveo Capital Partners
Colorado
$212K +$205K +1,136 New
AIM
1838
Axiom Investment Management
New York
$211K -$787K -4,359 -79%
CL
1839
COWA LLC
Oklahoma
$211K +$204K +1,129 New
ACA
1840
Affinity Capital Advisors
California
$211K +$204K +1,131 New
DFA
1841
Delta Financial Advisors
Louisiana
$210K +$202K +1,121 New
WWMSC
1842
Wagner Wealth Management (South Carolina)
South Carolina
$209K +$54.7K +303 +37%
TC
1843
Truvestments Capital
Florida
$207K +$9.21K +51 +5%
CCM
1844
Chickasaw Capital Management
Tennessee
$207K +$200K +1,105 New
SSG
1845
Summit Securities Group
New York
$206K -$560K -3,100 -74%
VI
1846
Versor Investments
New York
$206K -$90.3K -500 -31%
FC
1847
Forte Capital
New York
$206K
NFG
1848
Nations Financial Group
Iowa
$206K +$198K +1,098 New
CFIA
1849
Cantor Fitzgerald Investment Advisors
New York
$206K +$199K +1,100 New
ACA
1850
Ackerman Capital Advisors
Texas
$206K +$199K +1,101 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.