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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
TAIM
1926
TD Ameritrade Investment Management
Nebraska
$105K -$8.31K -46 -8%
WCMN
1927
Westchester Capital Management (Nebraska)
Nebraska
$105K
PA
1928
PSI Advisors
Florida
$105K +$7.22K +40 +8%
DHGWA
1929
Dixon Hughes Goodman Wealth Advisors
North Carolina
$98K
RCG
1930
Rock Creek Group
District of Columbia
$98K +$36.7K +203 +63%
BWM
1931
Baystate Wealth Management
Massachusetts
$96K
RAM
1932
Riggs Asset Management
Pennsylvania
$94K -$4.51K -25 -5%
PP
1933
PrairieView Partners
Minnesota
$94K
SA
1934
SRH Advisors
Kansas
$94K
TF
1935
TimeScale Financial
Massachusetts
$92K +$181 +1 +0.2%
BHWM
1936
Bay Harbor Wealth Management
Maryland
$92K +$1.45K +8 +2%
JAM
1937
JCIC Asset Management
Ontario, Canada
$91K
GGI
1938
Godsey & Gibb Inc
Virginia
$90K +$86.7K +480 New
AA
1939
AlphaMark Advisors
Kentucky
$88K
CAC
1940
Core Alternative Capital
Georgia
$88K +$78.4K +434 +1,276%
PCFFS
1941
Pacific Center for Financial Services
California
$84K -$2.89K -16 -3%
CFG
1942
CKW Financial Group
Hawaii
$84K +$9.03K +50 +13%
BWL
1943
Bogart Wealth LLC
Virginia
$83K -$57.8K -320 -42%
WPA
1944
West Paces Advisors
Georgia
$81.7K -$3.25K -18 -4%
PB
1945
Pinnacle Bancorp
Nebraska
$79K -$3.61K -20 -5%
EWA
1946
EverSource Wealth Advisors
Alabama
$77K +$4.88K +27 +7%
BCFD
1947
Boit C.F. David
$75K
FMB
1948
Field & Main Bank
Kentucky
$75K
WIM
1949
Westside Investment Management
California
$74.9K
GG
1950
Gleason Group
Kentucky
$74K +$181 +1 +0.3%

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.