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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1901
Cetera Investment Advisers
Illinois
$4K +$1.44M +9,506 +50%
CA
1902
Cetera Advisors
Colorado
$4K +$2.21M +14,574 +117%
DWP
1903
Destiny Wealth Partners
Florida
$3K
JIR
1904
James Investment Research
Ohio
$3K
LWA
1905
Lowe Wealth Advisors
Maryland
$3K
SIC
1906
SJS Investment Consulting
Ohio
$3K +$3.48K +23 New
FSWA
1907
Financial Synergies Wealth Advisors
Texas
$2.63K +$3.03K +20 New
UCB
1908
United Community Bank
South Carolina
$2.16K +$2.42K +16 New
BFPW
1909
BOK Financial Private Wealth
Colorado
$2K
CWA
1910
Carolina Wealth Advisors
South Carolina
$2K
FWM
1911
Focused Wealth Management
New York
$2K
HWM
1912
HighMark Wealth Management
Minnesota
$2K +$151 +1 +7%
BC
1913
Burleson & Co
California
$1K
HS
1914
Horan Securities
United States
$1K
SAM
1915
Strategic Asset Management
Minnesota
$1K
PWP
1916
Principle Wealth Partners
Connecticut
$888 +$89.3K +590 +10%
BIM
1917
Baldwin Investment Management
Pennsylvania
$542 +$2.88K +19 +0.5%
Twin Tree Management
1918
Twin Tree Management
Texas
-$41.2M -272,507 Closed
MCM
1919
Marsico Capital Management
Colorado
-$22.3M -160,524 Closed
BCM
1920
Bluefin Capital Management
New York
-$16.7M -120,000 Closed
SCM
1921
Sandler Capital Management
New York
-$12.8M -92,232 Closed
CM
1922
Crestline Management
Texas
-$6.38M -46,000 Closed
ACL
1923
Azora Capital LP
Florida
-$6.23M -44,950 Closed
Alyeska Investment Group
1924
Alyeska Investment Group
Illinois
-$5.96M -43,000 Closed
NIMI
1925
Natixis Investment Managers International
France
-$4.23M -30,500 Closed

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.