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Amazon

2,633 hedge funds and large institutions have $413B invested in Amazon in 2018 Q4 according to their latest regulatory filings, with 374 funds opening new positions, 1,244 increasing their positions, 818 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 374 | Existing positions closed: 164

52% more repeat investments, than reductions

Existing positions increased: 1,244 | Existing positions reduced: 818

7% more funds holding

Funds holding: 2,4502,633 (+183)

8% less call options, than puts

Call options by funds: $38.5B | Put options by funds: $41.8B

5% less funds holding in top 10

Funds holding in top 10: 883838 (-45)

8.33% less ownership

Funds ownership: 1,138.65%1,130.32% (-8.3%)

25% less capital invested

Capital invested by funds: $554B → $413B (-$141B)

Holders
2,633
Holders Change
+183
Holders Change %
+7.47%
% of All Funds
58.67%
Holding in Top 10
838
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-5.1%
% of All Funds
18.67%
New
374
Increased
1,244
Reduced
818
Closed
164
Calls
$38.5B
Puts
$41.8B
Net Calls
-$3.28B
Net Calls Change
+$11.6B
Name Holding Trade Value Shares
Change
Change in
Stake
GG
2751
Greenwood Gearhart
Arkansas
-$246K -2,460 Closed
PTC
2752
Petrus Trust Company
Texas
-$244K -2,440 Closed
AAM
2753
Auxier Asset Management
Oregon
-$242K -2,420 Closed
GIM
2754
Groesbeck Investment Management
New Jersey
-$242K -2,420 Closed
OA
2755
Opes Advisors
California
-$242K -2,420 Closed
VIM
2756
Vista Investment Management
Pennsylvania
-$242K -2,420 Closed
11A
2757
10-15 Associates
New York
-$234K -2,340 Closed
CSM
2758
CAMG Solamere Management
North Carolina
-$232K -2,320 Closed
BJ
2759
Brouwer & Janachowski
California
-$228K -2,280 Closed
HCA
2760
Hillview Capital Advisors
Pennsylvania
-$226K -2,260 Closed
PS
2761
Portfolio Solutions
Michigan
-$226K -2,260 Closed
PFG
2762
Piershale Financial Group
Illinois
-$224K -2,240 Closed
SAM
2763
Stansberry Asset Management
Texas
-$224K -2,240 Closed
DWA
2764
Divergent Wealth Advisors
Utah
-$210K -2,220 Closed
GCA
2765
Greenwood Capital Associates
South Carolina
-$222K -2,220 Closed
KIM
2766
Karpus Investment Management
New York
-$222K -2,220 Closed
PD
2767
Planning Directions
Pennsylvania
-$220K -2,200 Closed
BRF
2768
B. Riley Financial
California
-$216K -2,160 Closed
AIM
2769
Avity Investment Management
Connecticut
-$214K -2,140 Closed
BIA
2770
Barry Investment Advisors
Massachusetts
-$214K -2,140 Closed
MIM
2771
Montgomery Investment Management
Maryland
-$210K -2,100 Closed
TIA
2772
Trust Investment Advisors
Indiana
-$210K -2,100 Closed
UF
2773
Univest Financial
Pennsylvania
-$206K -2,060 Closed
AP
2774
Arlington Partners
Alabama
-$200K -2,000 Closed
CISOA
2775
Capital Investment Services of America
Wisconsin
-$200K -2,000 Closed

AMZN Hedge Fund Activity: Q4 2018 in Review

2,633 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2018, worth a combined $413B — down 25% from $554B a quarter earlier.

Buyers outnumbered sellers: 374 funds opened new AMZN positions and 164 closed out — a net gain of 210 holders — while 1,244 added to existing stakes and 818 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.68B. The largest seller was Capital Research Global Investors, cutting an estimated $2.22B.

  • 2,633 institutional investors held Amazon (AMZN) as of Q4 2018, up from 2,450 in Q3 2018.
  • Funds reported $413B of Amazon stock for Q4 2018, down 25% quarter-over-quarter.
  • 374 funds opened new Amazon positions in Q4 2018 and 164 closed out, a net change of +210 holders.
  • The largest Amazon buyer in Q4 2018 was Citadel Advisors, an estimated $1.68B added.
  • The largest Amazon seller in Q4 2018 was Capital Research Global Investors, an estimated $2.22B sold.

Based on aggregated 13F filings for Q4 2018.