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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
FBT
2051
First Bank & Trust
South Dakota
$4K
LWA
2052
Lowe Wealth Advisors
Maryland
$4K
CCMIC
2053
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4K +$3.61K +20 New
SIC
2054
SJS Investment Consulting
Ohio
$4K +$3.97K +22 New
SAM
2055
Strategic Asset Management
Minnesota
$3K -$8.49K -47 -76%
CWA
2056
Carolina Wealth Advisors
South Carolina
$3K
FWM
2057
Focused Wealth Management
New York
$3K
HWM
2058
HighMark Wealth Management
Minnesota
$3K
SFCL
2059
Strengthening Families & Communities LLC
Massachusetts
$3K
OLVIG
2060
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$1.81K +10 New
CWAF
2061
Core Wealth Advisors (Florida)
Florida
$1K -$6.32K -35 -83%
HS
2062
Horan Securities
United States
$1K +$361 +2 +200%
BC
2063
Burleson & Co
California
$1K +$1.45K +8 New
BIM
2064
Baldwin Investment Management
Pennsylvania
$744
Balyasny Asset Management
2065
Balyasny Asset Management
Illinois
-$126M -698,404 Closed
CVA
2066
Ceredex Value Advisors
Florida
-$66.4M -405,824 Closed
Holocene Advisors
2067
Holocene Advisors
New York
-$32.6M -199,002 Closed
PGF
2068
Pelham Global Financials
United Kingdom
-$23.8M -145,444 Closed
ECM
2069
ExodusPoint Capital Management
New York
-$12.6M -77,135 Closed
MC
2070
Metropolis Capital
United Kingdom
-$8.47M -51,794 Closed
ZIG
2071
Zurich Insurance Group
Switzerland
-$8.01M -48,963 Closed
E
2072
Ergoteles
New York
-$6.66M -40,728 Closed
UM
2073
Ulysses Management
New York
-$6.54M -40,000 Closed
CCM
2074
Campbell Capital Management
Florida
-$5.39M -32,935 Closed
Group One Trading
2075
Group One Trading
Illinois
-$5.5M -30,453 Closed

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.