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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
Aviva
176
Aviva
United Kingdom
$35.7M +$9.22M +55,789 +28%
CT
177
Cambridge Trust
Massachusetts
$35.6M -$676K -4,091 -2%
BHC
178
Bowen Hanes & Co
Florida
$35.6M -$524K -3,170 -1%
VDI
179
Vaughan David Investments
Illinois
$35.4M +$581K +3,520 +1%
EMG
180
ETF Managers Group
New Jersey
$35.1M -$3.53M -21,351 -8%
WA
181
WestEnd Advisors
North Carolina
$34.8M +$41.5M +250,988 New
PCM
182
PAR Capital Management
Massachusetts
$34.7M
Nomura Asset Management
183
Nomura Asset Management
Japan
$34.5M +$9.85M +59,610 +31%
ASC
184
Atalanta Sosnoff Capital
New York
$34.5M -$20.5M -124,375 -33%
CCP
185
Clarkston Capital Partners
Michigan
$34M -$3.97M -24,017 -9%
IIM
186
INTECH Investment Management
Florida
$33.9M +$40.4M +244,505 New
JIC
187
Johnson Investment Counsel
Ohio
$33.3M -$1.34M -8,123 -3%
AAM
188
Advisors Asset Management
Colorado
$32.7M -$5.41M -32,774 -12%
KP
189
Kiltearn Partners
United Kingdom
$32.5M -$8.09M -49,000 -17%
Royal London Asset Management
190
Royal London Asset Management
United Kingdom
$31.9M
CTB
191
Country Trust Bank
Illinois
$31.6M +$1.8M +10,907 +5%
MIFH
192
Migdal Insurance & Financial Holdings
Israel
$31.4M
BTW
193
Boston Trust Walden
Massachusetts
$31.3M -$935K -5,663 -2%
CS
194
Candriam SCA
Luxembourg
$30.2M -$648K -3,925 -2%
Capital Fund Management (CFM)
195
Capital Fund Management (CFM)
France
$30.1M +$16.6M +100,725 +86%
Two Sigma Advisers
196
Two Sigma Advisers
New York
$30M +$33.4M +202,300 +1,435%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$29.4M -$217K -1,315 -0.6%
ACM
198
Aquamarine Capital Management
New York
$29.1M
HNB
199
Huntington National Bank
Ohio
$28.6M -$5.96M -36,092 -15%
CI
200
Cambiar Investors
Colorado
$28.4M -$572K -3,463 -2%

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.