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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
RWML
1826
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$75.5K
CHA
1827
Carmichael Hill & Associates
Maryland
$74K -$151K -912 -63%
COCM
1828
Charter Oak Capital Management
New Hampshire
$73K -$14.9K -90 -15%
BWM
1829
Baystate Wealth Management
Massachusetts
$71K +$165 +1 +0.2%
NMG
1830
New Millennium Group
Utah
$70K +$83.6K +506 New
OPW
1831
Oxler Private Wealth
New York
$69.7K +$82.9K +502 New
PAI
1832
Pittenger & Anderson Inc
Nebraska
$69K -$1.97M -11,920 -96%
PP
1833
PrairieView Partners
Minnesota
$69K
SA
1834
SRH Advisors
Kansas
$69K
BHWM
1835
Bay Harbor Wealth Management
Maryland
$68K
BHWM
1836
Beaird Harris Wealth Management
Texas
$66K -$20.3K -123 -20%
JFGIW
1837
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65K -$28.2K -171 -27%
AA
1838
AlphaMark Advisors
Kentucky
$65K
CFG
1839
CKW Financial Group
Hawaii
$63K
RTC
1840
Riverview Trust Company
Washington
$62K -$29.1K -176 -28%
Jones Financial Companies
1841
Jones Financial Companies
Missouri
$62K -$23.1K -140 -24%
CAC
1842
Core Alternative Capital
Georgia
$62K -$3.3K -20 -4%
PCFFS
1843
Pacific Center for Financial Services
California
$62K
NICM
1844
Neo Ivy Capital Management
New York
$60K +$72.2K +437 New
FMB
1845
Field & Main Bank
Kentucky
$59K +$3.8K +23 +6%
WPA
1846
West Paces Advisors
Georgia
$58.4K -$2.64K -16 -4%
PB
1847
Pinnacle Bancorp
Nebraska
$58K
PA
1848
PSI Advisors
Florida
$57K -$24.8K -150 -27%
PMFA
1849
Plante Moran Financial Advisors
Michigan
$56K -$28.6K -173 -30%
TF
1850
TimeScale Financial
Massachusetts
$56K -$14.5K -88 -18%

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.