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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
JDR
1976
Jay D. Rosenbaum
-$250K -1,804 Closed
FBT
1977
First Bankers Trust
Kentucky
-$250K -1,800 Closed
WAOTB
1978
Wealth Advisors of Tampa Bay
Florida
-$250K -1,800 Closed
WFI
1979
West Family Investments
California
-$245K -1,765 Closed
LNWTC
1980
Laird Norton Wetherby Trust Company
Washington
-$242K -1,743 Closed
DBIA
1981
Dumont & Blake Investment Advisors
New Jersey
-$241K -1,735 Closed
SFFS
1982
Stonehage Fleming Financial Services
Jersey
-$239K -1,727 Closed
KFA
1983
Krane Funds Advisors
New York
-$238K -1,719 Closed
1IA
1984
1834 Investment Advisors
Wisconsin
-$236K -1,702 Closed
RRA
1985
Round Rock Advisors
Connecticut
-$236K -1,701 Closed
APG
1986
Abacus Planning Group
South Carolina
-$232K -1,673 Closed
BG
1987
Bahl & Gaynor
Ohio
-$231K -1,663 Closed
YMRC
1988
Yorktown Management & Research Company
Virginia
-$229K -1,650 Closed
PM
1989
Parametrica Management
Hong Kong
-$208K -1,506 Closed
PA
1990
Probity Advisors
Texas
-$209K -1,506 Closed
KWA
1991
KCS Wealth Advisory
California
-$208K -1,500 Closed
LA
1992
Latitude Advisors
Florida
-$208K -1,500 Closed
VCM
1993
Violich Capital Management
California
-$208K -1,500 Closed
CBFP
1994
Cedar Brook Financial Partners
Ohio
-$208K -1,499 Closed
IB
1995
Intrust Bank
Kansas
-$207K -1,491 Closed
IGWM
1996
ICA Group Wealth Management
Colorado
-$238K -1,468 Closed
PWS
1997
Peterson Wealth Services
Utah
-$202K -1,460 Closed
GAMC
1998
Garner Asset Management Corp
Texas
-$201K -1,453 Closed
FBC
1999
Fairfield, Bush & Co
Connecticut
-$198K -1,430 Closed
CWP
2000
Concord Wealth Partners
Virginia
-$177K -1,279 Closed

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.