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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
CT
176
Cambridge Trust
Massachusetts
$48.8M -$118K -652 -0.2%
BHC
177
Bowen Hanes & Co
Florida
$48.6M +$4.08M +22,590 +10%
N
178
Natixis
France
$48.5M +$13.8M +76,218 +42%
PI
179
PineBridge Investments
New York
$47.9M +$13M +72,134 +39%
VDI
180
Vaughan David Investments
Illinois
$47.1M -$90.1K -499 -0.2%
PCM
181
PAR Capital Management
Massachusetts
$46.8M
JIC
182
Johnson Investment Counsel
Ohio
$46.5M -$5.98M -33,135 -12%
KBC Group
183
KBC Group
Belgium
$46M +$24.7M +136,502 +125%
HNB
184
Huntington National Bank
Ohio
$45.3M -$15.2M -84,209 -26%
JMPWA
185
JP Morgan Private Wealth Advisors
California
$45.2M +$4.67M +25,842 +12%
BTW
186
Boston Trust Walden
Massachusetts
$43.3M -$6.41M -35,472 -13%
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$43M -$1.76M -9,767 -4%
Fidelity International
188
Fidelity International
Bermuda
$42.4M +$8.95M +49,579 +28%
MIFH
189
Migdal Insurance & Financial Holdings
Israel
$42.3M +$40.8M +226,000 New
CS
190
Candriam SCA
Luxembourg
$41.5M -$3.92M -21,730 -9%
CTB
191
Country Trust Bank
Illinois
$40.6M +$1.22M +6,736 +3%
AIG
192
American International Group
New York
$40.1M -$1.54M -8,555 -4%
Commonwealth Equity Services
193
Commonwealth Equity Services
Massachusetts
$39.9M +$544K +3,013 +1%
ACM
194
Aquamarine Capital Management
New York
$39.3M
CI
195
Cambiar Investors
Colorado
$39M -$2.4M -13,289 -6%
TAM
196
Todd Asset Management
Kentucky
$38.9M -$318K -1,761 -0.8%
ZIC
197
ZWJ Investment Counsel
Georgia
$38.8M -$3.88M -21,511 -9%
JAM
198
Jupiter Asset Management
United Kingdom
$38.5M +$4.69M +25,947 +14%
NAM
199
Nissay Asset Management
Japan
$38.4M -$10.6M -58,609 -22%
1832 Asset Management
200
1832 Asset Management
Ontario, Canada
$38.4M +$37.5M +207,789 +65,549%

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.