We are live on ! Find out more
AMZN icon

Amazon

1,031 hedge funds and large institutions have $103B invested in Amazon in 2014 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 454 increasing their positions, 350 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 454 | Existing positions reduced: 350

25% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 96

1% more funds holding

Funds holding: 1,0191,031 (+12)

5% less call options, than puts

Call options by funds: $3.07B | Put options by funds: $3.21B

17% less capital invested

Capital invested by funds: $124B → $103B (-$20.9B)

34% less funds holding in top 10

Funds holding in top 10: 13388 (-45)

Holders
1,031
Holders Change
+12
Holders Change %
+1.18%
% of All Funds
29.77%
Holding in Top 10
88
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-33.83%
% of All Funds
2.54%
New
120
Increased
454
Reduced
350
Closed
96
Calls
$3.07B
Puts
$3.21B
Net Calls
-$145M
Net Calls Change
+$243M
Name Holding Trade Value Shares
Change
Change in
Stake
QI
576
QS Investors
New York
$1.84M +$111K +6,000 +6%
WTNA
577
Wilmington Trust National Association
Delaware
$1.82M +$559K +30,140 +39%
RCM
578
Reynolds Capital Management
Nevada
$1.82M
PWP
579
Private Wealth Partners
California
$1.81M +$1.55M +83,500 +345%
WSFS
580
Wilmington Savings Fund Society
Delaware
$1.8M -$498K -26,820 -20%
GI
581
GAMCO Investors
Connecticut
$1.78M -$68.7K -3,700 -3%
QT
582
Quantbot Technologies
New York
$1.78M +$1.96M +105,680 New
LCM
583
Liberty Capital Management
Michigan
$1.77M -$124K -6,700 -6%
AHC
584
Adell Harriman & Carpenter
Texas
$1.76M -$1.25M -67,340 -39%
SC
585
Saturna Capital
Washington
$1.75M
ACM
586
Altimeter Capital Management
Massachusetts
$1.75M +$1.19M +64,000 +160%
BWP
587
Baldwin Wealth Partners
Massachusetts
$1.74M -$75K -4,040 -4%
CM
588
Churchill Management
California
$1.73M -$38.6K -2,080 -2%
LNWWM
589
Laird Norton Wetherby Wealth Management
California
$1.72M +$31.5K +1,700 +2%
SSI
590
Scott & Selber Inc
Texas
$1.71M +$1.89M +101,800 New
NJBEST
591
New Jersey Better Educational Savings Trust
New Jersey
$1.68M +$371K +20,000 +25%
TMC
592
Trellus Management Company
Florida
$1.68M +$1.86M +100,000 New
SG
593
Somerset Group
Minnesota
$1.67M +$1.37M +73,700 +289%
FIM
594
FourPoints Investment Managers
France
$1.63M +$415K +22,360 +30%
CAM
595
Castlerock Asset Management
New York
$1.63M -$2.17M -116,980 -55%
EHWM
596
Eads & Heald Wealth Management
Georgia
$1.61M +$17.8K +960 +1%
AP
597
Advisor Partners
California
$1.58M +$36K +1,940 +2%
TCM
598
Texan Capital Management
Texas
$1.56M +$1.72M +92,800 New
LWCFA
599
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.56M +$129K +6,960 +8%
MHC
600
Meyer Handelman Company
New York
$1.55M

AMZN Hedge Fund Activity: Q1 2014 in Review

1,031 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Amazon (AMZN) for Q1 2014, worth a combined $103B — down 17% from $124B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AMZN positions and 96 closed out — a net gain of 24 holders — while 454 added to existing stakes and 350 trimmed.

The largest buyer was Davis Selected Advisers, adding an estimated $400M. The largest seller was Fidelity Investments, cutting an estimated $1.06B.

  • 1,031 institutional investors held Amazon (AMZN) as of Q1 2014, up from 1,019 in Q4 2013.
  • Funds reported $103B of Amazon stock for Q1 2014, down 17% quarter-over-quarter.
  • 120 funds opened new Amazon positions in Q1 2014 and 96 closed out, a net change of +24 holders.
  • The largest Amazon buyer in Q1 2014 was Davis Selected Advisers, an estimated $400M added.
  • The largest Amazon seller in Q1 2014 was Fidelity Investments, an estimated $1.06B sold.

Based on aggregated 13F filings for Q1 2014.