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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
JIR
1951
James Investment Research
Ohio
$3K
LWA
1952
Lowe Wealth Advisors
Maryland
$3K
SFCL
1953
Strengthening Families & Communities LLC
Massachusetts
$3K
DWP
1954
Destiny Wealth Partners
Florida
$3K +$3.3K +20 New
TIM
1955
Tevis Investment Management
Texas
$3K +$3.3K +20 New
CM
1956
Caption Management
Oklahoma
$3K +$3.47K +21 New
BFPW
1957
BOK Financial Private Wealth
Colorado
$2K -$444K -2,688 -99%
CWA
1958
Carolina Wealth Advisors
South Carolina
$2K
FWM
1959
Focused Wealth Management
New York
$2K
HWM
1960
HighMark Wealth Management
Minnesota
$2K
SAM
1961
Strategic Asset Management
Minnesota
$2K
BC
1962
Burleson & Co
California
$1K
CWAF
1963
Core Wealth Advisors (Florida)
Florida
$1K
OLVIG
1964
Oliver Lagore Vanvalin Investment Group
Michigan
$1K
HS
1965
Horan Securities
United States
$1K +$165 +1 +33%
TWP
1966
TFO Wealth Partners
Ohio
$1K +$1.32K +8 New
BIM
1967
Baldwin Investment Management
Pennsylvania
$555 +$3.47K +21 +0.5%
BRWM
1968
B. Riley Wealth Management
Tennessee
$550 +$87.4K +529 +15%
HT
1969
HighTower Trust
Texas
$375 +$985K +5,964 +133%
IAIM
1970
International Assets Investment Management
Florida
$371 -$141K -855 -24%
IFO
1971
Independent Family Office
New York
$268
AIM
1972
Artemis Investment Management
United Kingdom
-$74.7M -400,612 Closed
IR
1973
IAT Reinsurance
New York
-$65.2M -348,500 Closed
SC
1974
Samlyn Capital
New York
-$62.7M -335,073 Closed
1SP
1975
140 Summer Partners
New York
-$60M -320,700 Closed

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.