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American Express

1,918 hedge funds and large institutions have $85.3B invested in American Express in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 744 increasing their positions, 714 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

4% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 714

0.37% more ownership

Funds ownership: 84.23%84.6% (+0.37%)

1% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $1.32B

3% less capital invested

Capital invested by funds: $87.8B → $85.3B (-$2.42B)

3% less funds holding

Funds holding: 1,9701,918 (-52)

23% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 110

Holders
1,918
Holders Change
-52
Holders Change %
-2.64%
% of All Funds
33.03%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.76%
New
85
Increased
744
Reduced
714
Closed
110
Calls
$1.3B
Puts
$1.32B
Net Calls
-$16.5M
Net Calls Change
+$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
176
Candriam SCA
Luxembourg
$36.8M +$8.25M +54,508 +25%
CS
177
Central Securities
New York
$36.4M
ProShare Advisors
178
ProShare Advisors
Maryland
$36.4M -$2.76M -18,205 -6%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$36.2M -$2.95M -19,467 -7%
IG
180
ING Group
Netherlands
$35.9M +$19.6M +129,246 +95%
VDI
181
Vaughan David Investments
Illinois
$34.8M +$348K +2,300 +0.9%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$33.9M -$1.09M -7,170 -3%
ASC
183
Atalanta Sosnoff Capital
New York
$33.8M +$282K +1,861 +0.7%
CT
184
Cambridge Trust
Massachusetts
$32.7M -$2.13M -14,080 -5%
Nomura Asset Management
185
Nomura Asset Management
Japan
$32.7M -$980K -6,476 -3%
CCP
186
Clarkston Capital Partners
Michigan
$32.7M -$404K -2,668 -1%
EMG
187
ETF Managers Group
New Jersey
$32.5M -$1.78M -11,791 -5%
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$31.6M -$5.01M -33,129 -12%
CI Investments Inc
189
CI Investments Inc
Ontario, Canada
$31.5M +$18.6M +123,088 +112%
EIP
190
Epoch Investment Partners
New York
$31.3M +$7.83M +51,743 +29%
CTB
191
Country Trust Bank
Illinois
$31.2M +$403K +2,662 +1%
JIC
192
Johnson Investment Counsel
Ohio
$31M -$1.65M -10,889 -5%
KP
193
Kiltearn Partners
United Kingdom
$30.8M -$923K -6,100 -3%
MIFH
194
Migdal Insurance & Financial Holdings
Israel
$30.5M
Royal London Asset Management
195
Royal London Asset Management
United Kingdom
$29.9M -$1.3M -8,602 -4%
Robeco Institutional Asset Management
196
Robeco Institutional Asset Management
Netherlands
$29.9M +$4.24M +28,029 +14%
Rockefeller Capital Management
197
Rockefeller Capital Management
New York
$29.8M +$7.01M +46,295 +27%
BTW
198
Boston Trust Walden
Massachusetts
$29.5M -$1.12M -7,420 -3%
NAM
199
Nissay Asset Management
Japan
$28.8M +$7.06M +46,610 +28%
AAM
200
Advisors Asset Management
Colorado
$28.7M -$3.46M -22,890 -10%

AXP Hedge Fund Activity: Q3 2022 in Review

1,918 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2022, worth a combined $85.3B — down 2.8% from $87.8B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of AXP and 85 opened new positions — a net loss of 25 holders — while 714 trimmed existing stakes and 744 added.

The largest buyer was Janus Henderson Group, adding an estimated $601M. The largest seller was DZ Bank, cutting an estimated $614M.

  • 1,918 institutional investors held American Express (AXP) as of Q3 2022, down from 1,970 in Q2 2022.
  • Funds reported $85.3B of American Express stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 85 funds opened new American Express positions in Q3 2022 and 110 closed out, a net change of -25 holders.
  • The largest American Express buyer in Q3 2022 was Janus Henderson Group, an estimated $601M added.
  • The largest American Express seller in Q3 2022 was DZ Bank, an estimated $614M sold.

Based on aggregated 13F filings for Q3 2022.