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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
SFM
2151
Signet Financial Management
New Jersey
-$123K -753 Closed
TCWM
2152
Total Clarity Wealth Management
Illinois
-$120K -736 Closed
CSWM
2153
Cassady Schiller Wealth Management
Ohio
-$76K -462 Closed
SCM
2154
Sirios Capital Management
Massachusetts
-$75K -456 Closed
IAG
2155
Investmark Advisory Group
Connecticut
-$67K -413 Closed
EPM
2156
Equitec Proprietary Markets
Illinois
-$58K -355 Closed
ONST
2157
Old North State Trust
North Carolina
-$58K -355 Closed
BAM
2158
Bellevue Asset Management
Washington
-$49K -300 Closed
FPWM
2159
FSB Premier Wealth Management
Iowa
-$38K -236 Closed
OA
2160
Operose Advisors
Wisconsin
-$35K -215 Closed
CA
2161
Cornerstone Advisory
Maryland
-$32K -196 Closed
FAM
2162
Fred Alger Management
New York
-$26K -159 Closed
SF
2163
SBK Financial
Virginia
-$25K -150 Closed
MTWM
2164
Masso Torrence Wealth Management
New Jersey
-$24K -145 Closed
Optiver Holding
2165
Optiver Holding
Netherlands
-$18K -105 Closed
FFG
2166
Ford Financial Group
California
-$16 -100 Closed
WFS
2167
Widmann Financial Services
Maryland
-$15K -95 Closed
TC
2168
TAP Consulting
Missouri
-$15K -94 Closed
RI
2169
Rinkey Investments
California
-$14K -81 Closed
DFCM
2170
Dark Forest Capital Management
Puerto Rico
-$10K -64 Closed
HFA
2171
HC Financial Advisors
California
-$8K -47 Closed
BC
2172
Barnett & Company
Tennessee
-$4K -25 Closed
MWA
2173
Moser Wealth Advisors
Washington
-$3K -16 Closed
MBFW
2174
Morton Brown Family Wealth
Pennsylvania
-$1K -7 Closed
CIAS
2175
CFS Investment Advisory Services
New Jersey
+$7.97M +44,132 New

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.