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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
AFS
1901
Annapolis Financial Services
Maryland
$24K +$165 +1 +0.6%
TFP
1902
Tilia Fiduciary Partners
North Carolina
$23K
HNWAG
1903
High Net Worth Advisory Group
Florida
$22K -$11.2K -68 -30%
RA
1904
Rise Advisors
New York
$22K +$165 +1 +0.6%
TCM
1905
Tradewinds Capital Management
Washington
$21K -$92.2K -558 -79%
GM
1906
GeoWealth Management
Illinois
$21K -$8.75K -53 -25%
IFA
1907
Interactive Financial Advisors
Illinois
$21K
PCTC
1908
Perkins Coie Trust Company
Washington
$21K
TSWM
1909
Tyler-Stone Wealth Management
Ohio
$21K
JPLA
1910
Joseph P. Lucia & Associates
New York
$20K -$23.5K -142 -49%
CAL
1911
Capital Advisors Ltd
Ohio
$20K -$1.82K -11 -7%
CQS
1912
Credential Qtrade Securities
$19.8K -$353K -2,135 -94%
SWM
1913
Sugarloaf Wealth Management
Georgia
$19K
ETI
1914
Enterprise Trust & Investment
California
$19K +$22.5K +136 New
AWMS
1915
Advocacy Wealth Management Services
Georgia
$18K -$5.12K -31 -19%
BBPWM
1916
Blue Bell Private Wealth Management
Pennsylvania
$18K -$2.48K -15 -10%
AFIA
1917
America First Investment Advisors
Nebraska
$17K
VWM
1918
Valley Wealth Managers
New Jersey
$15K -$289K -1,750 -94%
BCA
1919
Bray Capital Advisors
Florida
$15K
LFA
1920
Level Financial Advisors
New York
$15K
FGAM
1921
Financial Gravity Asset Management
Texas
$14.4K -$325K -1,968 -26%
BA
1922
Bivin & Associates
Oklahoma
$14K -$4.29K -26 -21%
IHWM
1923
Iron Horse Wealth Management
Iowa
$14K
WAS
1924
Winch Advisory Services
Wisconsin
$14K +$3.8K +23 +31%
GKIM
1925
GW&K Investment Management
Massachusetts
$12K +$5.29K +32 +63%

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.