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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
GCGDR
1976
Geo Capital Gestora de Recursos
Brazil
$46K
LAS
1977
Lloyd Advisory Services
Georgia
$46K +$3.25K +18 +8%
RCM
1978
Ravenstone Capital Management
$45.8K
BAM
1979
Baldrige Asset Management
Pennsylvania
$45K
HNWAG
1980
High Net Worth Advisory Group
Florida
$43K
SIS
1981
Sound Income Strategies
Florida
$43K +$1.08K +6 +3%
AA
1982
Addison Advisors
Vermont
$43K +$31.2K +173 +304%
FP
1983
Financial Perspectives
Minnesota
$42.5K
CMA
1984
Cedar Mountain Advisors
Oregon
$42K -$2.17K -12 -5%
CWA
1985
Clearview Wealth Advisors
Oregon
$42K
NWM
1986
Nauset Wealth Management
Connecticut
$42K +$40.6K +225 New
RIM
1987
Rockbridge Investment Management
New York
$41.6K
CCA
1988
Column Capital Advisors
Indiana
$41K -$2.53K -14 -6%
AIP
1989
Ahrens Investment Partners
Louisiana
$41K +$36.1K +200 +1,176%
GM
1990
GeoWealth Management
Illinois
$40K +$3.61K +20 +10%
TCCM
1991
Timber Creek Capital Management
Massachusetts
$37K -$9.03K -50 -20%
CPA
1992
Cowen Prime Advisors
New York
$37K
FPFS
1993
First Personal Financial Services
North Carolina
$37K
TVWM
1994
Tower View Wealth Management
Wisconsin
$37K
YAL
1995
Your Advocates Ltd
Texas
$37K
HI
1996
Hoey Investments
Pennsylvania
$37K +$36.1K +200 New
JGIA
1997
Jackson Grant Investment Advisers
Connecticut
$36K
TCWA
1998
Ten Capital Wealth Advisors
Washington
$36K +$8.67K +48 +33%
FPB
1999
First PREMIER Bank
South Dakota
$34K
AP
2000
Atwood & Palmer
Missouri
$33K +$31.6K +175 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.