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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
BWA
2101
Burt Wealth Advisors
Maryland
-$224K -1,197 Closed
DDC
2102
DF Dent & Co
Maryland
-$222K -1,185 Closed
CCP
2103
Carmel Capital Partners
California
-$220K -1,175 Closed
MIM
2104
Montgomery Investment Management
Maryland
-$220K -1,175 Closed
SSCA
2105
South Shore Capital Advisors
Massachusetts
-$220K -1,175 Closed
LB
2106
Leo Brokerage
Texas
-$218K -1,166 Closed
CWM
2107
Connecticut Wealth Management
Connecticut
-$217K -1,160 Closed
GWM
2108
Greenwich Wealth Management
Connecticut
-$216K -1,156 Closed
NQWM
2109
Northwest Quadrant Wealth Management
Oregon
-$215K -1,147 Closed
MWAM
2110
Manhattan West Asset Management
California
-$214K -1,143 Closed
CPA
2111
Capital Planning Advisors
California
-$213K -1,142 Closed
ACP
2112
Aveo Capital Partners
Colorado
-$212K -1,136 Closed
EWA
2113
Exencial Wealth Advisors
Oklahoma
-$212K -1,132 Closed
ACA
2114
Affinity Capital Advisors
California
-$211K -1,131 Closed
AIM
2115
Axiom Investment Management
New York
-$211K -1,130 Closed
CL
2116
COWA LLC
Oklahoma
-$211K -1,129 Closed
DFA
2117
Delta Financial Advisors
Louisiana
-$210K -1,121 Closed
CCM
2118
Chickasaw Capital Management
Tennessee
-$207K -1,105 Closed
CIAS
2119
Capital Investment Advisory Services
North Carolina
-$206K -1,103 Closed
NFG
2120
Nadler Financial Group
Illinois
-$206K -1,102 Closed
ACA
2121
Ackerman Capital Advisors
Texas
-$206K -1,101 Closed
NFG
2122
Nations Financial Group
Iowa
-$206K -1,098 Closed
KCM
2123
Karp Capital Management
California
-$205K -1,097 Closed
VIM
2124
Vista Investment Management
Pennsylvania
-$204K -1,093 Closed
CCM
2125
Crew Capital Management
Ohio
-$204K -1,090 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.