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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
WIM
1851
Westside Investment Management
California
$55.5K
GG
1852
Gleason Group
Kentucky
$55K +$165 +1 +0.3%
LF
1853
Lee Financial
Texas
$53K -$826 -5 -1%
BCMLT
1854
Beacon Capital Management LLC (Tennessee)
Tennessee
$53K
IWMWV
1855
Ironwood Wealth Management (West Virginia)
West Virginia
$53K
QPBE
1856
Quintet Private Bank (Europe)
Luxembourg
$52K +$49.1K +297 New
CFD
1857
Creative Financial Designs
Indiana
$52K
HCM
1858
Highlander Capital Management
New Jersey
$52K
SOW
1859
State of Wyoming
Wyoming
$50K -$122K -740 -67%
TC
1860
Tacita Capital
Ontario, Canada
$50K
NIC
1861
Northwest Investment Counselors
Oregon
$50K +$3.3K +20 +6%
TAIM
1862
TD Ameritrade Investment Management
Nebraska
$49K -$35.2K -213 -38%
CP
1863
Castleview Partners
Texas
$48.9K +$95K +575 +151%
FCG
1864
Financial Connections Group
California
$48K +$2.31K +14 +4%
FA
1865
Financial Advantage
Maryland
$47K
MAM
1866
Marquette Asset Management
Minnesota
$45K
M1FG
1867
Mach-1 Financial Group
Arkansas
$45K +$53.7K +325 New
PFA
1868
Professional Financial Advisors
Nebraska
$42K
BWL
1869
Bogart Wealth LLC
Virginia
$41K -$25.1K -152 -34%
AWM
1870
AllSquare Wealth Management
New York
$41K
EARNEST Partners
1871
EARNEST Partners
Georgia
$41K
WOSD
1872
WFA of San Diego
California
$41K +$49.4K +299 New
HC
1873
Hoese & Co
Minnesota
$39K
MUMSS
1874
Mitsubishi UFJ Morgan Stanley Securities
Japan
$36K
IFAM
1875
Institutional & Family Asset Management
Colorado
$35K -$3.47K -21 -8%

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.