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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
HI
2101
HBK Investments
Texas
-$954K -5,831 Closed
LOAME
2102
Lombard Odier Asset Management (Europe)
United Kingdom
-$916K -5,597 Closed
MPM
2103
MBB Public Markets
Illinois
-$910K -5,561 Closed
XS
2104
XR Securities
Illinois
-$863K -4,780 Closed
VF
2105
Virtu Financial
New York
-$758K -4,633 Closed
EN1L
2106
Engine No 1 LLC
California
-$702K -4,294 Closed
AWM
2107
Aries Wealth Management
Maine
-$636K -3,886 Closed
KLCM
2108
KG&L Capital Management
Louisiana
-$571K -3,488 Closed
QT
2109
Quantamental Technologies
New York
-$534K -3,262 Closed
PCM
2110
Pennsylvania Capital Management
Pennsylvania
-$491K -3,000 Closed
GFG
2111
Greystone Financial Group
Michigan
-$465K -2,842 Closed
PCM
2112
Prelude Capital Management
New York
-$481K -2,661 Closed
CANY
2113
Caxton Associates (New York)
New York
-$426K -2,602 Closed
NP
2114
Ninepoint Partners
Ontario, Canada
-$425K -2,597 Closed
BSB
2115
Bangor Savings Bank
Maine
-$403K -2,467 Closed
A
2116
Astrantus
Cyprus
-$399K -2,439 Closed
MFT
2117
Moisand Fitzgerald Tamayo
Florida
-$396K -2,419 Closed
SMA
2118
Sage Mountain Advisors
Georgia
-$390K -2,381 Closed
FBB
2119
Fulton Breakefield Broenniman
Maryland
-$384K -2,349 Closed
HWIS
2120
Hancock Whitney Investment Services
Louisiana
-$381K -2,303 Closed
Voloridge Investment Management
2121
Voloridge Investment Management
Florida
-$373K -2,283 Closed
5L
2122
55I LLC
Massachusetts
-$350K -2,144 Closed
CASB
2123
Cape Ann Savings Bank
Massachusetts
-$344K -2,100 Closed
BC
2124
Bridgefront Capital
Texas
-$340K -2,079 Closed
VAFP
2125
Vahanian & Associates Financial Planning
New York
-$334K -2,044 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.