American Express
AXP
2,007 hedge funds and large institutions have $93.2B invested in American Express in 2022 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 691 increasing their positions, 738 reducing their positions, and 96 closing their positions.
129% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 96
9% more capital invested
Capital invested by funds: $85.3B → $93.2B (+$7.81B)
5% more funds holding
Funds holding: 1,918 → 2,007 (+89)
0.98% less ownership
Funds ownership: 84.6% → 83.62% (-0.98%)
6% less repeat investments, than reductions
Existing positions increased: 691 | Existing positions reduced: 738
10% less call options, than puts
Call options by funds: $1.46B | Put options by funds: $1.62B
5% less funds holding in top 10
Funds holding in top 10: 44 → 42 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$180M |
| 2 |
BlackRock
New York
|
+$137M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$113M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$110M |
| 5 |
Holocene Advisors
New York
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$569M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$277M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$276M |
| 4 |
Dodge & Cox
San Francisco,
California
|
-$248M |
| 5 |
Renaissance Technologies
New York
|
-$208M |
AXP Hedge Fund Activity: Q4 2022 in Review
2,007 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q4 2022, worth a combined $93.2B — up 9.2% from $85.3B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new AXP positions and 96 closed out — a net gain of 124 holders — while 691 added to existing stakes and 738 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $180M. The largest seller was Janus Henderson Group, cutting an estimated $569M.
- 2,007 institutional investors held American Express (AXP) as of Q4 2022, up from 1,918 in Q3 2022.
- Funds reported $93.2B of American Express stock for Q4 2022, up 9.2% quarter-over-quarter.
- 220 funds opened new American Express positions in Q4 2022 and 96 closed out, a net change of +124 holders.
- The largest American Express buyer in Q4 2022 was AllianceBernstein, an estimated $180M added.
- The largest American Express seller in Q4 2022 was Janus Henderson Group, an estimated $569M sold.
Based on aggregated 13F filings for Q4 2022.