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3,724 hedge funds and large institutions have $949B invested in Amazon in 2020 Q4 according to their latest regulatory filings, with 520 funds opening new positions, 1,687 increasing their positions, 1,196 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

491% more first-time investments, than exits

New positions opened: 520 | Existing positions closed: 88

41% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,196

12% more call options, than puts

Call options by funds: $99.2B | Put options by funds: $88.4B

11% more funds holding

Funds holding: 3,3403,724 (+384)

5.04% more ownership

Funds ownership: 1,153.26%1,158.3% (+5%)

2% more funds holding in top 10

Funds holding in top 10: 1,4781,511 (+33)

5% more capital invested

Capital invested by funds: $906B → $949B (+$43B)

Holders
3,724
Holders Change
+384
Holders Change %
+11.5%
% of All Funds
65.89%
Holding in Top 10
1,511
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+2.23%
% of All Funds
26.73%
New
520
Increased
1,687
Reduced
1,196
Closed
88
Calls
$99.2B
Puts
$88.4B
Net Calls
+$10.8B
Net Calls Change
-$6.09B
Name Holding Trade Value Shares
Change
Change in
Stake
PDM
3026
Penn Davis McFarland
Texas
$931K +$22.3K +140 +3%
ETI
3027
Enterprise Trust & Investment
California
$930K -$9.57K -60 -1%
BFG
3028
Barber Financial Group
Kansas
$930K
NFG
3029
NewFocus Financial Group
Washington
$928K -$95.7K -600 -10%
NIC
3030
Northwest Investment Counselors
Oregon
$922K +$92.6K +580 +11%
HIS
3031
Harvest Investment Services
Illinois
$921K -$9.57K -60 -1%
TCM
3032
Tufton Capital Management
Maryland
$921K +$73.4K +460 +9%
LI
3033
LVZ Inc
Michigan
$918K +$76.6K +480 +9%
OIS
3034
Okabena Investment Services
Minnesota
$915K -$610K -3,820 -40%
GPGA
3035
Grandeur Peak Global Advisors
Utah
$909K -$79.8K -500 -8%
WAM
3036
Winslow Asset Management
Ohio
$909K
ODIJL
3037
One Day In July LLC
Vermont
$909K +$118K +740 +15%
TAM
3038
Trillium Asset Management
Massachusetts
$909K +$140K +880 +19%
ASBI
3039
American State Bank (Iowa)
Iowa
$905K +$887K +5,560 New
WFA
3040
Wade Financial Advisory
California
$905K -$41.5K -260 -4%
SCM
3041
Seascape Capital Management
New Hampshire
$902K
SCA
3042
Stillwater Capital Advisors
Pennsylvania
$899K
HA
3043
HC Advisors
Georgia
$899K +$38.3K +240 +5%
CCG
3044
Chatham Capital Group
Georgia
$899K +$76.6K +480 +10%
WPA
3045
West Paces Advisors
Georgia
$899K
GIA
3046
GHP Investment Advisors
Colorado
$896K -$102K -640 -10%
LG
3047
LaFleur & Godfrey
Michigan
$896K -$89.4K -560 -9%
AAM
3048
American Asset Management
Florida
$896K +$31.9K +200 +4%
MKA
3049
M. Kulyk & Associates
Georgia
$896K +$878K +5,500 New
WWMSC
3050
Wagner Wealth Management (South Carolina)
South Carolina
$892K +$874K +5,480 New

AMZN Hedge Fund Activity: Q4 2020 in Review

3,724 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q4 2020, worth a combined $949B — up 4.7% from $906B a quarter earlier.

Buyers outnumbered sellers: 520 funds opened new AMZN positions and 88 closed out — a net gain of 432 holders — while 1,687 added to existing stakes and 1,196 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.4B. The largest seller was Zurich Insurance Group, cutting an estimated $2.46B.

  • 3,724 institutional investors held Amazon (AMZN) as of Q4 2020, up from 3,340 in Q3 2020.
  • Funds reported $949B of Amazon stock for Q4 2020, up 4.7% quarter-over-quarter.
  • 520 funds opened new Amazon positions in Q4 2020 and 88 closed out, a net change of +432 holders.
  • The largest Amazon buyer in Q4 2020 was Morgan Stanley, an estimated $4.4B added.
  • The largest Amazon seller in Q4 2020 was Zurich Insurance Group, an estimated $2.46B sold.

Based on aggregated 13F filings for Q4 2020.