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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
MNG
1976
Manning & Napier Group
New York
-$27.7M -148,027 Closed
LIP
1977
Liontrust Investment Partners
United Kingdom
-$26.9M -144,000 Closed
GC
1978
Gillson Capital
Illinois
-$23.4M -125,175 Closed
MSL
1979
Mackay Shields LLC
New York
-$16.5M -88,476 Closed
BC
1980
Brookfield Corp
Ontario, Canada
-$15.3M -81,732 Closed
CA
1981
Claar Advisors
New York
-$8.95M -47,850 Closed
WCA
1982
Waratah Capital Advisors
Ontario, Canada
-$8.02M -42,863 Closed
WAS
1983
WESPAC Advisors SoCal
California
-$7.84M -41,945 Closed
AC
1984
AMS Capital
Brazil
-$7.32M -39,156 Closed
Marshall Wace
1985
Marshall Wace
United Kingdom
-$7.17M -38,322 Closed
OCM
1986
One Capital Management
California
-$6.57M -35,152 Closed
LGP
1987
Leonard Green & Partners
California
-$5.61M -30,000 Closed
Simplex Trading
1988
Simplex Trading
Illinois
-$4.09M -24,769 Closed
Walleye Trading
1989
Walleye Trading
New York
-$3.59M -21,708 Closed
MLL
1990
Moody Lynn & Lieberson
Massachusetts
-$3.5M -18,699 Closed
LSA
1991
L & S Advisors
California
-$3.07M -16,441 Closed
JSC
1992
Jackson Square Capital
California
-$2.91M -15,569 Closed
TPM
1993
Triasima Portfolio Management
Quebec, Canada
-$2.83M -15,130 Closed
CCMT
1994
CMT Capital Markets Trading
Germany
-$1.94M -11,750 Closed
LHC
1995
Little House Capital
Massachusetts
-$2.14M -11,456 Closed
JG
1996
Jefferies Group
New York
-$2.08M -11,098 Closed
DRS
1997
Deane Retirement Strategies
Louisiana
-$2.05M -10,956 Closed
PWAG
1998
Polaris Wealth Advisory Group
California
-$1.99M -10,908 Closed
HCM
1999
Howard Capital Management
Georgia
-$1.89M -10,106 Closed
IRF
2000
IBM Retirement Fund
New York
-$1.84M -9,834 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.