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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
AIC
1901
Archer Investment Corporation
Indiana
$133K
GAM
1902
Gemmer Asset Management
California
$133K
CJL
1903
Cyrus J. Lawrence
New York
$133K +$128K +711 New
BG
1904
Bollard Group
Massachusetts
$132K +$181 +1 +0.1%
TCM
1905
Tradewinds Capital Management
Washington
$132K +$13.5K +75 +12%
FMTCOCP
1906
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$129K
AW
1907
Avion Wealth
Texas
$128K
LCM
1908
Logan Capital Management
Pennsylvania
$124K
AP
1909
Arlington Partners
Alabama
$123K
UIA
1910
Ulland Investment Advisors
Minnesota
$122K +$9.03K +50 +8%
JFGIW
1911
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K -$14.3K -79 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1912
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$118K -$116M -640,969 -100%
SL
1913
Savior LLC
Massachusetts
$118K
MGIM
1914
M&G Investment Management
United Kingdom
$117K -$9.28M -51,366 -8%
COCM
1915
Charter Oak Capital Management
New Hampshire
$116K +$16.3K +90 +17%
RTC
1916
Riverview Trust Company
Washington
$116K +$81.8K +453 +268%
BHWM
1917
Beaird Harris Wealth Management
Texas
$113K -$90.3K -500 -45%
TFM
1918
TFC Financial Management
Massachusetts
$111K
Jones Financial Companies
1919
Jones Financial Companies
Missouri
$110K -$8.31K -46 -7%
FA
1920
Fortis Advisors
Pennsylvania
$110K
PMFA
1921
Plante Moran Financial Advisors
Michigan
$108K -$7.76K -43 -7%
LWP
1922
Lumature Wealth Partners
Georgia
$108K
ASBI
1923
American State Bank (Iowa)
Iowa
$107K
FAG
1924
Fortitude Advisory Group
Washington
$106K -$3.43K -19 -3%
DAC
1925
Dividend Assets Capital
South Carolina
$106K

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.