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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
RFC
201
Regions Financial Corp
Alabama
$38.3M -$1.4M -7,752 -4%
IG
202
ING Group
Netherlands
$38.1M +$2.65M +14,654 +8%
CK
203
Cohen Klingenstein
New York
$38M
AAM
204
Aureus Asset Management
Massachusetts
$37.8M -$206K -1,143 -0.6%
SIM
205
Sprucegrove Investment Management
Ontario, Canada
$37.8M -$21.5M -119,100 -37%
Aviva
206
Aviva
United Kingdom
$37.7M -$7.28M -40,293 -17%
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$37.4M -$75.6M -418,635 -68%
MCM
208
Marsico Capital Management
Colorado
$37.2M +$8.69M +48,131 +32%
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$37M +$8.11M +44,887 +30%
EIP
210
Epoch Investment Partners
New York
$36.8M +$3.45M +19,090 +11%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$36.2M -$5.4M -29,898 -13%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$36.2M -$267K -1,476 -0.8%
Nomura Asset Management
213
Nomura Asset Management
Japan
$35.4M -$10.3M -57,063 -23%
RMA
214
Roffman Miller Associates
Pennsylvania
$35.2M -$690K -3,822 -2%
UIM
215
USS Investment Management
United Kingdom
$34.9M -$1.72M -9,544 -5%
HIMC
216
Heritage Investors Management Corp
Maryland
$34.8M -$1.15M -6,353 -3%
GFI
217
Global Frontier Investments
South Carolina
$34.3M
MIM
218
MetLife Investment Management
New Jersey
$34.3M +$8.37M +46,338 +34%
Bank of Nova Scotia
219
Bank of Nova Scotia
Ontario, Canada
$34.2M +$3.26M +18,054 +11%
ESBC
220
E.S. Barr & Co
Kentucky
$34M -$462K -2,561 -1%
NIPH
221
NN Investment Partners Holdings
Netherlands
$33.9M -$5.27M -29,202 -14%
AIA
222
Avalon Investment & Advisory
Texas
$33.9M +$1.5M +8,296 +5%
ASRS
223
Arizona State Retirement System
Arizona
$33.8M -$774K -4,286 -2%
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$33M +$4.42M +24,463 +16%
DIA
225
Dana Investment Advisors
Wisconsin
$33M +$5.73M +31,709 +22%

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.