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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
NFSG
1876
Newbridge Financial Services Group
Florida
$174K +$95.4K +528 +132%
LPIC
1877
LeJeune Puetz Investment Counsel
Michigan
$171K
RCM
1878
Raleigh Capital Management
North Carolina
$170K +$165K +912 New
WA
1879
Win Advisors
Florida
$169K +$163K +905 New
OCM
1880
Orion Capital Management
California
$168K +$54K +299 +50%
WBC
1881
West Branch Capital
Massachusetts
$165K
LWA
1882
Lenox Wealth Advisors
New York
$165K +$903 +5 +0.6%
CAM
1883
Close Asset Management
United Kingdom
$164K
LB
1884
Legacy Bridge
Iowa
$162K -$24.4K -135 -14%
PWMG
1885
Prestige Wealth Management Group
New Jersey
$162K +$1.08K +6 +0.7%
BA
1886
Bellwether Advisors
Nebraska
$161K
FFA
1887
Freedman Financial Associates
Massachusetts
$159K
SAM
1888
Sycomore Asset Management
France
$156K +$44.2K +245 +43%
KFS
1889
Kelly Financial Services
Massachusetts
$152K +$11.7K +65 +9%
AA
1890
Ancora Advisors
Ohio
$152K
ODG
1891
O'Dell Group
Ohio
$152K +$361 +2 +0.2%
MWM
1892
Mascoma Wealth Management
New Hampshire
$151K +$4.33K +24 +3%
FFC
1893
First Financial Corp
Indiana
$149K
CAM
1894
CenterStar Asset Management
Illinois
$146K
EWM
1895
Endurance Wealth Management
Rhode Island
$143K +$6.86K +38 +5%
T
1896
TCWP
Ohio
$143K +$138K +765 New
FCT
1897
First Community Trust
Iowa
$140K
VCM
1898
Versant Capital Management
Arizona
$135K -$2.89K -16 -2%
BWM
1899
BerganKDV Wealth Management
Minnesota
$135K
BFG
1900
Baron Financial Group
New Jersey
$135K

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.