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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
LF
1951
Lee Financial
Texas
$72K +$3.25K +18 +5%
CP
1952
Castleview Partners
Texas
$71K -$30.2M -167,471 -100%
CFD
1953
Creative Financial Designs
Indiana
$70K
HCM
1954
Highlander Capital Management
New Jersey
$70K
IWMWV
1955
Ironwood Wealth Management (West Virginia)
West Virginia
$70K
TC
1956
Tacita Capital
Ontario, Canada
$67K
TFO
1957
Tarbox Family Office
California
$64K -$38.8K -215 -39%
NIC
1958
Northwest Investment Counselors
Oregon
$64K
FA
1959
Financial Advantage
Maryland
$63K
FCG
1960
Financial Connections Group
California
$62K
MAM
1961
Marquette Asset Management
Minnesota
$61K
LFG
1962
Larson Financial Group
Missouri
$59K
GIA
1963
Goodwin Investment Advisory
Georgia
$59K +$57.1K +316 New
PFA
1964
Professional Financial Advisors
Nebraska
$56K
WB
1965
West Bancorporation
Iowa
$56K
AWM
1966
AllSquare Wealth Management
New York
$56K +$23.7K +131 +78%
EARNEST Partners
1967
EARNEST Partners
Georgia
$55K
JPLA
1968
Joseph P. Lucia & Associates
New York
$54K +$52K +288 New
BCMLT
1969
Beacon Capital Management LLC (Tennessee)
Tennessee
$53K +$50.9K +282 New
HC
1970
Hoese & Co
Minnesota
$52K
IFAM
1971
Institutional & Family Asset Management
Colorado
$51K -$1.99K -11 -4%
HWMA
1972
Heritage Wealth Management (Arizona)
Arizona
$51K +$49.5K +274 New
MUMSS
1973
Mitsubishi UFJ Morgan Stanley Securities
Japan
$49K -$47K -260 -50%
CWM
1974
Cranbrook Wealth Management
Michigan
$48K
SWM
1975
Selective Wealth Management
Virginia
$47K +$45.1K +250 New

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.