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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
SIMM
626
Stillwater Investment Management (Minnesota)
Minnesota
$1.31M -$13K -700 -0.9%
CIA
627
Capital Investment Advisors
Georgia
$1.31M +$60.5K +3,260 +4%
BIC
628
Bridges Investment Counsel
Nebraska
$1.3M
BTNA
629
Bremer Trust National Association
Minnesota
$1.29M +$26K +1,400 +2%
AL
630
Agran Libbie
California
$1.29M +$29.3K +1,580 +2%
TWA
631
TCI Wealth Advisors
Arizona
$1.29M -$90.9K -4,900 -6%
BPM
632
Bowling Portfolio Management
Ohio
$1.28M -$13.7K -740 -1%
PAM
633
Princeton Alpha Management
New Jersey
$1.27M +$1.4M +75,620 New
Envestnet Asset Management
634
Envestnet Asset Management
Illinois
$1.26M +$83.9K +4,520 +6%
KC
635
Kingfisher Capital
North Carolina
$1.24M +$1.37M +73,620 New
GJIC
636
Gamble Jones Investment Counsel
California
$1.23M -$429K -23,120 -24%
IIM
637
Intact Investment Management
Quebec, Canada
$1.21M +$223K +12,000 +20%
CIM
638
Calvert Investment Management
Maryland
$1.21M -$15.6K -840 -1%
GG
639
Gofen & Glossberg
Illinois
$1.2M
RJT
640
Raymond James Trust
Florida
$1.19M -$357K -19,260 -21%
SFSIG
641
San Francisco Sentry Investment Group
California
$1.19M +$28.2K +1,520 +2%
HC
642
HHG & Company
Connecticut
$1.18M
CSIC
643
Clifford Swan Investment Counsel
California
$1.18M +$372K +20,060 +40%
GP
644
GLG Partners
United Kingdom
$1.17M +$558K +30,060 +76%
FA
645
FDx Advisors
Illinois
$1.17M +$111K +5,980 +9%
PWAP
646
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.17M +$1.29M +69,300 New
GF
647
Gerstein Fisher
New York
$1.16M -$1.67M -90,140 -57%
BEC
648
Blue Edge Capital
Virginia
$1.16M +$5.57K +300 +0.4%
MTIM
649
Marathon Trading Investment Management
Pennsylvania
$1.16M -$907K -48,900 -41%
WSCM
650
Wellington Shields Capital Management
New York
$1.16M +$245K +13,200 +24%

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.